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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
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
Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$27.3M +$284K +11,850 +1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.4M +$1.24M +51,877 +6%
TCM
3
Traynor Capital Management
Pennsylvania
$5.31M +$5.31M +221,564 New
FMN
4
Financial Management Network
California
$5.18M +$382K +15,933 +8%
IAS
5
Investment Advisory Services
Texas
$4.15M +$186K +7,768 +5%
AAS
6
Avantax Advisory Services
Texas
$3.97M +$504K +21,051 +15%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.84M +$229K +9,571 +6%
AWS
8
Atria Wealth Solutions
New York
$3.38M +$23.8K +994 +0.7%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$2.51M -$174K -7,255 -6%
ELI
10
Empire Life Investments
Ontario, Canada
$1.96M +$235K +9,800 +14%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.89M -$235K -9,808 -11%
MSWM
12
McGlone Suttner Wealth Management
Wisconsin
$1.27M +$60.6K +2,531 +5%
LFG
13
Larson Financial Group
Missouri
$1.2M +$1.18M +49,405 +5,489%
Osaic Holdings
14
Osaic Holdings
Arizona
$996K +$36.6K +1,530 +4%
HI
15
Harbour Investments
Wisconsin
$845K +$845K +35,273 New
SPC
16
Sigma Planning Corp
Michigan
$785K +$74.2K +3,097 +10%
Stifel Financial
17
Stifel Financial
Missouri
$694K -$24K -1,000 -3%
Two Sigma Investments
18
Two Sigma Investments
New York
$637K +$637K +26,600 New
BEI
19
Benjamin Edwards Inc
Missouri
$466K +$466K +19,472 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$410K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$389K +$60.7K +2,535 +18%
AWM
22
Avaii Wealth Management
Wisconsin
$344K -$1.87K -78 -0.5%
SS
23
Sunbelt Securities
Texas
$309K -$557K -23,258 -64%
P
24
&Partners
Tennessee
$295K -$71.6K -2,988 -20%
IA
25
IFP Advisors
Florida
$283K +$48 +2 +0%