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Fidelity Fundamental Large Cap Growth ETF

21 hedge funds and large institutions have $17.4M invested in Fidelity Fundamental Large Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

106% more capital invested

Capital invested by funds: $8.46M → $17.4M (+$8.97M)

24% more funds holding

Funds holding: 1721 (+4)

18.74% more ownership

Funds ownership: 14.32%33.07% (+19%)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Annex Advisory Services
Wisconsin
$7.58M +$8.68M +583,292 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.32M +$697K +46,836 +22%
FMN
3
Financial Management Network
California
$1.08M +$593K +39,864 +94%
LNC
4
Lincoln National Corp
Pennsylvania
$1.07M +$175K +11,747 +17%
AAS
5
Avantax Advisory Services
Texas
$829K +$89.9K +6,045 +10%
KAS
6
Kestra Advisory Services
Texas
$769K +$599K +40,291 +213%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$604K +$691K +46,480 New
IAS
8
Investment Advisory Services
Texas
$600K +$687K +46,157 New
ELI
9
Empire Life Investments
Ontario, Canada
$464K +$531K +35,700 New
CAN
10
Cetera Advisor Networks
California
$288K +$330K +22,175 New
BFEC
11
Benjamin F. Edwards & Company
Missouri
$152K +$74.9K +5,033 +76%
BFA
12
Beaumont Financial Advisors
Massachusetts
$145K +$327 +22 +0.2%
SDWIA
13
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$138K
AWM
14
Avaii Wealth Management
Wisconsin
$136K +$156K +10,470 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$120K +$4.98K +335 +4%
IA
16
IFP Advisors
Florida
$67K
FP
17
Financial Perspectives
Minnesota
$36.2K -$83.8K -5,630 -67%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$20K +$8.55K +575 +58%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$15K
IWP
20
IAG Wealth Partners
Wisconsin
$4K +$5.06K +340 New
UBS Group
21
UBS Group
Switzerland
$1K -$71.6K -4,814 -98%
Citadel Advisors
22
Citadel Advisors
Florida
-$256K -14,256 Closed
HWM
23
HighMark Wealth Management
Minnesota
-$13K -750 Closed
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
-$10.8K -600 Closed

FFLG Hedge Fund Activity: Q2 2022 in Review

21 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q2 2022, worth a combined $17.4M — up 106% from $8.46M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FFLG positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Annex Advisory Services, opening a new position worth an estimated $8.68M. The largest seller was Citadel Advisors, exiting entirely with an estimated $256K sold.

  • 21 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q2 2022, up from 17 in Q1 2022.
  • Funds reported $17.4M of Fidelity Fundamental Large Cap Growth ETF stock for Q2 2022, up 106% quarter-over-quarter.
  • 7 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q2 2022 and 3 closed out, a net change of +4 holders.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q2 2022 was Annex Advisory Services, an estimated $8.68M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q2 2022 was Citadel Advisors, an estimated $256K sold.

Based on aggregated 13F filings for Q2 2022.