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Fidelity Fundamental Large Cap Growth ETF

34 hedge funds and large institutions have $39M invested in Fidelity Fundamental Large Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

12% more capital invested

Capital invested by funds: $34.8M → $39M (+$4.15M)

10% more funds holding

Funds holding: 3134 (+3)

1.78% more ownership

Funds ownership: 19.65%21.43% (+1.8%)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$11.1M +$1.34M +78,769 +13%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.2M +$799K +46,914 +8%
FMN
3
Financial Management Network
California
$2.78M +$144K +8,445 +5%
IAS
4
Investment Advisory Services
Texas
$2.48M +$143K +8,421 +6%
AWS
5
Atria Wealth Solutions
New York
$1.65M +$191K +11,191 +13%
AAS
6
Avantax Advisory Services
Texas
$1.41M +$148K +8,695 +11%
MSWM
7
McGlone Suttner Wealth Management
Wisconsin
$820K +$44.3K +2,600 +5%
CAN
8
Cetera Advisor Networks
California
$734K +$145K +8,513 +24%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$683K +$685K +40,238 +2,914%
LNC
10
Lincoln National Corp
Pennsylvania
$651K -$43.1K -2,531 -6%
ELI
11
Empire Life Investments
Ontario, Canada
$646K -$198K -11,600 -23%
CA
12
Cetera Advisors
Colorado
$579K +$91K +5,342 +18%
RWP
13
RWA Wealth Partners
Massachusetts
$540K +$355K +20,847 +172%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$532K -$2.08K -122 -0.4%
FTUS
15
Flow Traders U.S.
New York
$520K +$540K +31,720 New
Stifel Financial
16
Stifel Financial
Missouri
$498K +$308K +18,089 +148%
RA
17
RFG Advisory
Alabama
$378K -$35.4K -2,080 -8%
Citadel Advisors
18
Citadel Advisors
Florida
$365K +$379K +22,272 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$314K +$139K +8,173 +74%
P
20
&Partners
Tennessee
$300K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$293K +$122K +7,147 +67%
SPC
22
Sigma Planning Corp
Michigan
$266K +$59.7K +3,505 +28%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$257K
SS
24
Sunbelt Securities
Texas
$227K +$51.1K +3,000 +28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$208K +$14.7K +865 +7%

FFLG Hedge Fund Activity: Q3 2023 in Review

34 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q3 2023, worth a combined $39M — up 12% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FFLG positions and 0 closed out — a net gain of 3 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $1.34M. The largest seller was Empire Life Investments, cutting an estimated $198K.

  • 34 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q3 2023, up from 31 in Q2 2023.
  • Funds reported $39M of Fidelity Fundamental Large Cap Growth ETF stock for Q3 2023, up 12% quarter-over-quarter.
  • 3 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q3 2023 and 0 closed out, a net change of +3 holders.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q3 2023 was Kestra Advisory Services, an estimated $1.34M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q3 2023 was Empire Life Investments, an estimated $198K sold.

Based on aggregated 13F filings for Q3 2023.