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Fidelity Fundamental Large Cap Growth ETF

31 hedge funds and large institutions have $34.8M invested in Fidelity Fundamental Large Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

114% more capital invested

Capital invested by funds: $16.3M → $34.8M (+$18.6M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3031 (+1)

2.61% more ownership

Funds ownership: 17.04%19.65% (+2.6%)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$10.1M +$3.34M +216,763 +57%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.69M +$1.13M +73,159 +15%
FMN
3
Financial Management Network
California
$2.73M +$171K +11,136 +7%
IAS
4
Investment Advisory Services
Texas
$2.4M +$1.07M +69,489 +95%
AWS
5
Atria Wealth Solutions
New York
$1.51M +$80.4K +5,218 +6%
AAS
6
Avantax Advisory Services
Texas
$1.3M +$37K +2,406 +3%
ELI
7
Empire Life Investments
Ontario, Canada
$860K +$291K +18,900 +59%
MSWM
8
McGlone Suttner Wealth Management
Wisconsin
$797K +$177K +11,500 +32%
LNC
9
Lincoln National Corp
Pennsylvania
$710K +$3.13K +203 +0.5%
CAN
10
Cetera Advisor Networks
California
$609K -$65.3K -4,243 -10%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$548K -$35.7K -2,319 -7%
CA
12
Cetera Advisors
Colorado
$504K +$461K +29,935 New
RA
13
RFG Advisory
Alabama
$423K -$44.5K -2,887 -10%
P
14
&Partners
Tennessee
$307K -$15.7K -1,022 -5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$264K
SPC
16
Sigma Planning Corp
Michigan
$214K +$11.4K +740 +6%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$213K +$71K +4,608 +610%
Stifel Financial
18
Stifel Financial
Missouri
$206K
RWP
19
RWA Wealth Partners
Massachusetts
$204K +$508 +33 +0.3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$199K +$182K +11,836 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$185K -$4.71K -306 -3%
SS
22
Sunbelt Securities
Texas
$182K
SDWIA
23
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$181K +$462 +30 +0.3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$180K +$165K +10,720 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$135K

FFLG Hedge Fund Activity: Q2 2023 in Review

31 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q2 2023, worth a combined $34.8M — up 114% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FFLG positions and 3 closed out — a net gain of 1 holder — while 16 added to existing stakes and 5 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $3.34M. The largest seller was Cetera Advisor Networks, cutting an estimated $65.3K.

  • 31 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q2 2023, up from 30 in Q1 2023.
  • Funds reported $34.8M of Fidelity Fundamental Large Cap Growth ETF stock for Q2 2023, up 114% quarter-over-quarter.
  • 4 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q2 2023 and 3 closed out, a net change of +1 holder.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q2 2023 was Kestra Advisory Services, an estimated $3.34M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $65.3K sold.

Based on aggregated 13F filings for Q2 2023.