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Fidelity Fundamental Large Cap Growth ETF

27 hedge funds and large institutions have $16.1M invested in Fidelity Fundamental Large Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.03M +$438K +34,584 +8%
FMN
2
Financial Management Network
California
$1.66M +$370K +29,474 +29%
KAS
3
Kestra Advisory Services
Texas
$1.46M -$17.1K -1,346 -1%
AAS
4
Avantax Advisory Services
Texas
$977K +$71.4K +5,634 +8%
IAS
5
Investment Advisory Services
Texas
$933K +$34.8K +2,751 +4%
AWS
6
Atria Wealth Solutions
New York
$835K +$578K +45,610 +225%
LNC
7
Lincoln National Corp
Pennsylvania
$538K -$480K -37,903 -47%
MSWM
8
McGlone Suttner Wealth Management
Wisconsin
$454K +$454K +35,872 New
ELI
9
Empire Life Investments
Ontario, Canada
$449K +$8.88K +700 +2%
CAN
10
Cetera Advisor Networks
California
$436K -$70.9K -5,597 -14%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$389K +$248K +19,559 +175%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$351K -$50.3K -3,966 -13%
P
13
&Partners
Tennessee
$316K +$316K +24,957 New
Citadel Advisors
14
Citadel Advisors
Florida
$257K -$354K -27,969 -58%
SS
15
Sunbelt Securities
Texas
$186K +$7.93K +626 +4%
SPC
16
Sigma Planning Corp
Michigan
$148K +$5.58K +440 +4%
SDWIA
17
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$136K +$1.24K +98 +0.9%
AAS
18
Annex Advisory Services
Wisconsin
$129K -$8.09M -638,574 -98%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$129K +$81.8K +6,457 +174%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$101K
UBS Group
21
UBS Group
Switzerland
$90.3K +$34.7K +2,735 +62%
IA
22
IFP Advisors
Florida
$67K
FP
23
Financial Perspectives
Minnesota
$35.3K
ASN
24
Advisory Services Network
Georgia
$21.8K +$21.8K +1,721 New
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$9.58K -$494 -39 -5%