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Fidelity Fundamental Large Cap Growth ETF

41 hedge funds and large institutions have $90.8M invested in Fidelity Fundamental Large Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

15% more capital invested

Capital invested by funds: $78.7M → $90.8M (+$12.1M)

2.39% more ownership

Funds ownership: 24.84%27.23% (+2.4%)

5% less funds holding

Funds holding: 4341 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
10
Closed
7
Calls
$31K
Puts
Net Calls
+$31K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$27.3M +$275K +11,850 +1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.4M +$1.2M +51,877 +6%
TCM
3
Traynor Capital Management
Pennsylvania
$5.31M +$5.13M +221,564 New
FMN
4
Financial Management Network
California
$5.18M +$369K +15,933 +8%
IAS
5
Investment Advisory Services
Texas
$4.15M +$180K +7,768 +5%
AAS
6
Avantax Advisory Services
Texas
$3.97M +$488K +21,051 +15%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.84M +$222K +9,571 +6%
AWS
8
Atria Wealth Solutions
New York
$3.38M +$23K +994 +0.7%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.51M -$168K -7,255 -6%
ELI
10
Empire Life Investments
Ontario, Canada
$1.96M +$227K +9,800 +14%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.89M -$227K -9,808 -11%
MSWM
12
McGlone Suttner Wealth Management
Wisconsin
$1.27M +$58.6K +2,531 +5%
LFG
13
Larson Financial Group
Missouri
$1.2M +$1.14M +49,405 +5,489%
Osaic Holdings
14
Osaic Holdings
Arizona
$996K +$35.4K +1,530 +4%
HI
15
Harbour Investments
Wisconsin
$845K +$817K +35,273 New
SPC
16
Sigma Planning Corp
Michigan
$785K +$71.7K +3,097 +10%
Stifel Financial
17
Stifel Financial
Missouri
$694K -$23.2K -1,000 -3%
Two Sigma Investments
18
Two Sigma Investments
New York
$637K +$616K +26,600 New
BEI
19
Benjamin Edwards Inc
Missouri
$466K +$451K +19,472 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$410K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$389K +$58.7K +2,535 +18%
AWM
22
Avaii Wealth Management
Wisconsin
$344K -$1.81K -78 -0.5%
SS
23
Sunbelt Securities
Texas
$309K -$539K -23,258 -64%
P
24
&Partners
Tennessee
$295K -$69.2K -2,988 -20%
IA
25
IFP Advisors
Florida
$283K +$46 +2 +0%

FFLG Hedge Fund Activity: Q3 2024 in Review

41 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q3 2024, worth a combined $90.8M — up 15% from $78.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FFLG and 6 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 19 added.

The largest buyer was Traynor Capital Management, opening a new position worth an estimated $5.13M. The largest seller was Sunbelt Securities, cutting an estimated $539K.

  • 41 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q3 2024, down from 43 in Q2 2024.
  • Funds reported $90.8M of Fidelity Fundamental Large Cap Growth ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 6 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q3 2024 and 7 closed out, a net change of -1 holder.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q3 2024 was Traynor Capital Management, an estimated $5.13M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q3 2024 was Sunbelt Securities, an estimated $539K sold.

Based on aggregated 13F filings for Q3 2024.