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Fidelity Fundamental Large Cap Growth ETF

28 hedge funds and large institutions have $24.1M invested in Fidelity Fundamental Large Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
1
Annex Advisory Services
Wisconsin
$8.28M +$836K +65,492 +11%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.64M +$2.37M +186,058 +73%
KAS
3
Kestra Advisory Services
Texas
$1.49M +$735K +57,606 +97%
FMN
4
Financial Management Network
California
$1.4M +$279K +20,493 +25%
LNC
5
Lincoln National Corp
Pennsylvania
$1.03M -$22.9K -1,792 -2%
AAS
6
Avantax Advisory Services
Texas
$913K +$98.4K +7,709 +12%
IAS
7
Investment Advisory Services
Texas
$907K +$318K +24,893 +54%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$847K +$254K +19,864 +43%
Citadel Advisors
9
Citadel Advisors
Florida
$616K +$616K +48,251 New
CAN
10
Cetera Advisor Networks
California
$510K +$227K +17,805 +80%
ELI
11
Empire Life Investments
Ontario, Canada
$444K -$12.8K -1,000 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$404K +$404K +31,640 New
AWS
13
Atria Wealth Solutions
New York
$259K +$259K +20,308 New
SS
14
Sunbelt Securities
Texas
$180K +$180K +14,068 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$143K -$6.51K -509 -4%
SPC
16
Sigma Planning Corp
Michigan
$143K +$143K +11,217 New
BFA
17
Beaumont Financial Advisors
Massachusetts
$140K -$2.94K -230 -2%
SDWIA
18
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$135K
AWM
19
Avaii Wealth Management
Wisconsin
$129K -$4.55K -357 -3%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$129K +$129K +10,122 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$102K -$16.1K -1,265 -14%
IA
22
IFP Advisors
Florida
$67K
UBS Group
23
UBS Group
Switzerland
$56K +$55K +4,312 +5,323%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$48K +$27.7K +2,145 +136%
FP
25
Financial Perspectives
Minnesota
$35.5K