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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

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

4% less funds holding

Funds holding: 2827 (-1)

14.26% less ownership

Funds ownership: 43.34%29.08% (-14%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

33% less capital invested

Capital invested by funds: $24.1M → $16.1M (-$7.92M)

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.43%
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
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.03M +$455K +34,584 +8%
FMN
2
Financial Management Network
California
$1.66M +$388K +29,474 +29%
KAS
3
Kestra Advisory Services
Texas
$1.46M -$17.7K -1,346 -1%
AAS
4
Avantax Advisory Services
Texas
$977K +$74.2K +5,634 +8%
IAS
5
Investment Advisory Services
Texas
$933K +$36.2K +2,751 +4%
AWS
6
Atria Wealth Solutions
New York
$835K +$601K +45,610 +225%
LNC
7
Lincoln National Corp
Pennsylvania
$538K -$499K -37,903 -47%
MSWM
8
McGlone Suttner Wealth Management
Wisconsin
$454K +$472K +35,872 New
ELI
9
Empire Life Investments
Ontario, Canada
$449K +$9.22K +700 +2%
CAN
10
Cetera Advisor Networks
California
$436K -$73.7K -5,597 -14%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$389K +$258K +19,559 +175%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$351K -$52.2K -3,966 -13%
P
13
&Partners
Tennessee
$316K +$329K +24,957 New
Citadel Advisors
14
Citadel Advisors
Florida
$257K -$368K -27,969 -58%
SS
15
Sunbelt Securities
Texas
$186K +$8.24K +626 +4%
SPC
16
Sigma Planning Corp
Michigan
$148K +$5.79K +440 +4%
SDWIA
17
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$136K +$1.29K +98 +0.9%
AAS
18
Annex Advisory Services
Wisconsin
$129K -$8.41M -638,574 -98%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$129K +$85K +6,457 +174%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$101K
UBS Group
21
UBS Group
Switzerland
$90.3K +$36K +2,735 +62%
IA
22
IFP Advisors
Florida
$67K
FP
23
Financial Perspectives
Minnesota
$35.3K
ASN
24
Advisory Services Network
Georgia
$21.8K +$22.7K +1,721 New
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$9.58K -$514 -39 -5%

FFLG Hedge Fund Activity: Q4 2022 in Review

27 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q4 2022, worth a combined $16.1M — down 33% from $24.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FFLG and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 12 added.

The largest buyer was Atria Wealth Solutions, adding an estimated $601K. The largest seller was Annex Advisory Services, cutting an estimated $8.41M.

  • 27 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q4 2022, down from 28 in Q3 2022.
  • Funds reported $16.1M of Fidelity Fundamental Large Cap Growth ETF stock for Q4 2022, down 33% quarter-over-quarter.
  • 5 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q4 2022 and 6 closed out, a net change of -1 holder.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q4 2022 was Atria Wealth Solutions, an estimated $601K added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q4 2022 was Annex Advisory Services, an estimated $8.41M sold.

Based on aggregated 13F filings for Q4 2022.