We are live on ! Find out more
FFLG icon

Fidelity Fundamental Large Cap Growth ETF

41 hedge funds and large institutions have $69.6M invested in Fidelity Fundamental Large Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

38% more capital invested

Capital invested by funds: $50.3M → $69.6M (+$19.3M)

14% more funds holding

Funds holding: 3641 (+5)

2.56% more ownership

Funds ownership: 21.86%24.42% (+2.6%)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$22.4M +$4.24M +206,727 +25%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.1M +$1.4M +68,121 +10%
FMN
3
Financial Management Network
California
$3.86M +$28.9K +1,406 +0.8%
IAS
4
Investment Advisory Services
Texas
$3.48M +$69.3K +3,375 +2%
AWS
5
Atria Wealth Solutions
New York
$2.66M +$64.9K +3,159 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.6M +$2.44M +118,724 New
AAS
7
Avantax Advisory Services
Texas
$2.59M +$636K +30,957 +35%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.85M -$259K -12,630 -13%
Citadel Advisors
9
Citadel Advisors
Florida
$1.25M +$1.17M +56,978 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.24M +$1.16M +56,598 New
ELI
11
Empire Life Investments
Ontario, Canada
$1.17M -$88.3K -4,300 -7%
MSWM
12
McGlone Suttner Wealth Management
Wisconsin
$1.15M +$41.1K +2,000 +4%
CAN
13
Cetera Advisor Networks
California
$1.05M +$45.3K +2,207 +5%
LNC
14
Lincoln National Corp
Pennsylvania
$863K -$8.21K -400 -1%
SMAM
15
Sugar Maple Asset Management
Wisconsin
$836K +$785K +38,256 New
SS
16
Sunbelt Securities
Texas
$798K +$249K +12,117 +50%
Stifel Financial
17
Stifel Financial
Missouri
$654K -$8.62K -420 -1%
SPC
18
Sigma Planning Corp
Michigan
$457K +$429K +20,916 New
BFEC
19
Benjamin F. Edwards & Company
Missouri
$437K -$247K -12,025 -38%
RA
20
RFG Advisory
Alabama
$402K +$5.03K +245 +1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$367K +$2.05K +100 +0.6%
P
22
&Partners
Tennessee
$359K -$29.1K -1,416 -8%
Marshall Wace
23
Marshall Wace
United Kingdom
$350K +$329K +16,012 New
AWM
24
Avaii Wealth Management
Wisconsin
$296K +$25.4K +1,235 +10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$279K +$262K +12,770 New

FFLG Hedge Fund Activity: Q1 2024 in Review

41 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q1 2024, worth a combined $69.6M — up 38% from $50.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FFLG positions and 4 closed out — a net gain of 5 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $4.24M. The largest seller was Cetera Advisors, exiting entirely with an estimated $692K sold.

  • 41 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q1 2024, up from 36 in Q4 2023.
  • Funds reported $69.6M of Fidelity Fundamental Large Cap Growth ETF stock for Q1 2024, up 38% quarter-over-quarter.
  • 9 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q1 2024 and 4 closed out, a net change of +5 holders.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q1 2024 was Kestra Advisory Services, an estimated $4.24M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q1 2024 was Cetera Advisors, an estimated $692K sold.

Based on aggregated 13F filings for Q1 2024.