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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

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

38% more capital invested

Capital invested by funds: $17.4M → $24.1M (+$6.63M)

33% more funds holding

Funds holding: 2128 (+7)

10.27% more ownership

Funds ownership: 33.07%43.34% (+10%)

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
Change in
Stake
AAS
1
Annex Advisory Services
Wisconsin
$8.28M +$926K +65,492 +11%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.63M +$2.63M +186,058 +73%
KAS
3
Kestra Advisory Services
Texas
$1.49M +$815K +57,606 +97%
FMN
4
Financial Management Network
California
$1.4M +$290K +20,493 +25%
LNC
5
Lincoln National Corp
Pennsylvania
$1.02M -$25.3K -1,792 -2%
AAS
6
Avantax Advisory Services
Texas
$913K +$109K +7,709 +12%
IAS
7
Investment Advisory Services
Texas
$907K +$352K +24,893 +54%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$847K +$281K +19,864 +43%
Citadel Advisors
9
Citadel Advisors
Florida
$616K +$683K +48,251 New
CAN
10
Cetera Advisor Networks
California
$510K +$252K +17,805 +80%
ELI
11
Empire Life Investments
Ontario, Canada
$444K -$14.1K -1,000 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$404K +$448K +31,640 New
AWS
13
Atria Wealth Solutions
New York
$259K +$287K +20,308 New
SS
14
Sunbelt Securities
Texas
$180K +$199K +14,068 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$143K -$7.2K -509 -4%
SPC
16
Sigma Planning Corp
Michigan
$143K +$159K +11,217 New
BFA
17
Beaumont Financial Advisors
Massachusetts
$140K -$3.25K -230 -2%
SDWIA
18
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$135K
AWM
19
Avaii Wealth Management
Wisconsin
$129K -$5.05K -357 -3%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$129K +$143K +10,122 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$102K -$17.9K -1,265 -14%
IA
22
IFP Advisors
Florida
$67K
UBS Group
23
UBS Group
Switzerland
$56K +$61K +4,312 +5,323%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$48K +$30.3K +2,145 +136%
FP
25
Financial Perspectives
Minnesota
$35.5K

FFLG Hedge Fund Activity: Q3 2022 in Review

28 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q3 2022, worth a combined $24.1M — up 38% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FFLG positions and 1 closed out — a net gain of 7 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.63M. The largest seller was Lincoln National Corp, cutting an estimated $25.3K.

  • 28 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q3 2022, up from 21 in Q2 2022.
  • Funds reported $24.1M of Fidelity Fundamental Large Cap Growth ETF stock for Q3 2022, up 38% quarter-over-quarter.
  • 8 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q3 2022 and 1 closed out, a net change of +7 holders.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q3 2022 was Commonwealth Equity Services, an estimated $2.63M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q3 2022 was Lincoln National Corp, an estimated $25.3K sold.

Based on aggregated 13F filings for Q3 2022.