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Fidelity Fundamental Large Cap Growth ETF

30 hedge funds and large institutions have $16.3M invested in Fidelity Fundamental Large Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

11% more funds holding

Funds holding: 2730 (+3)

1% more capital invested

Capital invested by funds: $16.1M → $16.3M (+$111K)

12.05% less ownership

Funds ownership: 29.08%17.04% (-12%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% 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
7
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$5.61M +$3.7M +265,383 +230%
FMN
2
Financial Management Network
California
$2.21M +$259K +18,635 +14%
AWS
3
Atria Wealth Solutions
New York
$1.24M +$255K +18,305 +28%
AAS
4
Avantax Advisory Services
Texas
$1.11M -$29.6K -2,124 -3%
IAS
5
Investment Advisory Services
Texas
$1.08M -$10K -721 -1%
LNC
6
Lincoln National Corp
Pennsylvania
$619K -$6.13K -440 -1%
CAN
7
Cetera Advisor Networks
California
$596K +$84.6K +6,074 +18%
MSWM
8
McGlone Suttner Wealth Management
Wisconsin
$528K
BFEC
9
Benjamin F. Edwards & Company
Missouri
$514K +$58K +4,162 +14%
ELI
10
Empire Life Investments
Ontario, Canada
$472K -$46K -3,300 -9%
RA
11
RFG Advisory
Alabama
$413K +$390K +28,032 New
P
12
&Partners
Tennessee
$284K -$79K -5,671 -23%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$231K +$218K +15,680 New
Stifel Financial
14
Stifel Financial
Missouri
$181K +$171K +12,259 New
RWP
15
RWA Wealth Partners
Massachusetts
$178K +$168K +12,069 New
SPC
16
Sigma Planning Corp
Michigan
$177K +$4.67K +335 +3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$167K +$157K +11,307 New
SDWIA
18
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$158K
SS
19
Sunbelt Securities
Texas
$157K -$53.8K -3,865 -26%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$118K
Morgan Stanley
21
Morgan Stanley
New York
$102K +$96.5K +6,927 New
FP
22
Financial Perspectives
Minnesota
$41K
AAS
23
Ameritas Advisory Services
Nebraska
$31.7K +$30K +2,155 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15K -$128K -9,177 -90%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$11.1K

FFLG Hedge Fund Activity: Q1 2023 in Review

30 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q1 2023, worth a combined $16.3M — up 0.69% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FFLG positions and 5 closed out — a net gain of 3 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $3.7M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $351K sold.

  • 30 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q1 2023, up from 27 in Q4 2022.
  • Funds reported $16.3M of Fidelity Fundamental Large Cap Growth ETF stock for Q1 2023, up 0.69% quarter-over-quarter.
  • 8 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q1 2023 and 5 closed out, a net change of +3 holders.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q1 2023 was Kestra Advisory Services, an estimated $3.7M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q1 2023 was Cambridge Investment Research Advisors, an estimated $351K sold.

Based on aggregated 13F filings for Q1 2023.