Fidelity Magellan ETF
FMAG
11 hedge funds and large institutions have $1.29M invested in Fidelity Magellan ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
1.63% less ownership
Funds ownership: 4.74% → 3.12% (-1.6%)
15% less funds holding
Funds holding: 13 → 11 (-2)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
31% less capital invested
Capital invested by funds: $1.88M → $1.29M (-$589K)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$130K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$97.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$14.8K |
| 4 |
LWANC
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
+$37 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$441K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$429K |
| 3 |
Morgan Stanley
New York
|
-$7K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.84K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $558K | +$130K | +7,009 | +30% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $382K | +$97.5K | +5,243 | +34% |
|
|
SXL
3
Summit X LLC
Chesterfield,
Missouri
| $299K | -$1.4K | -75 | -0.5% |
|
|
4
UBS Group
Zurich,
Switzerland
| $31.2K | +$14.8K | +793 | +88% |
|
|
OIA
5
Optimum Investment Advisors
Chicago,
Illinois
| $9.22K | – | – | – |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $6K | -$1.69K | -91 | -27% |
|
|
LC
7
Lindbrook Capital
Calabasas,
California
| $487 | – | – | – |
|
|
LFG
8
Larson Financial Group
St Louis,
Missouri
| $461 | – | – | – |
|
|
LWANC
9
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $21 | +$37 | +2 | New |
|
|
10
Fidelity Investments
Boston,
Massachusetts
| $18 | -$1.84K | -99 | -99% |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$441K | -25,130 | Closed |
|
|
12
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$429K | -24,444 | Closed |
|
|
13
Morgan Stanley
New York
| – | -$7K | -400 | Closed |
|
14
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$74 | -4 | -80% |
|
FMAG Hedge Fund Activity: Q4 2022 in Review
11 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Fidelity Magellan ETF (FMAG) for Q4 2022, worth a combined $1.29M — down 31% from $1.88M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FMAG and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 3 added.
The largest buyer was Royal Bank of Canada, adding an estimated $130K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $441K sold.
- 11 institutional investors held Fidelity Magellan ETF (FMAG) as of Q4 2022, down from 13 in Q3 2022.
- Funds reported $1.29M of Fidelity Magellan ETF stock for Q4 2022, down 31% quarter-over-quarter.
- 1 fund opened new Fidelity Magellan ETF positions in Q4 2022 and 3 closed out, a net change of -2 holders.
- The largest Fidelity Magellan ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $130K added.
- The largest Fidelity Magellan ETF seller in Q4 2022 was Susquehanna International Group, an estimated $441K sold.
Based on aggregated 13F filings for Q4 2022.