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Fidelity Magellan ETF
FMAG

Overview Fund Activity

21 hedge funds and large institutions have $14.9M invested in Fidelity Magellan ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
5
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.26M
2
UBS Group
2
UBS Group
Switzerland
$3.78M
3
Goldman Sachs
3
Goldman Sachs
New York
$558K
4
SPC
4
Sigma Planning Corp
Michigan
$371K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$346K

Top Sellers

1
JWCA
1
J.W. Cole Advisors
Florida
$863K
2
BWA
2
Beam Wealth Advisors
Louisiana
$3.57M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
GM
5
GeoWealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$3.78M +$2.58M +86,835 +213%
BWA
2
Beam Wealth Advisors
Louisiana
$3.57M -$589K -19,849 -14%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.26M +$3.26M +109,806 New
JWCA
4
J.W. Cole Advisors
Florida
$863K -$1.06M -35,812 -55%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$738K +$62.4K +2,104 +9%
Goldman Sachs
6
Goldman Sachs
New York
$558K +$558K +18,814 New
SXL
7
Summit X LLC
Missouri
$418K -$4.75K -160 -1%
SPC
8
Sigma Planning Corp
Michigan
$371K +$371K +12,487 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$346K +$346K +11,655 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$346K +$346K +11,655 New
ECA
11
Elevation Capital Advisory
Oregon
$265K +$265K +8,925 New
KAS
12
Kestra Advisory Services
Texas
$221K +$221K +7,432 New
PS
13
Principal Securities
Iowa
$59.3K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$58.5K +$57K +1,926 +3,852%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$33.7K +$33.7K +1,120 New
SS
16
Sunbelt Securities
Texas
$27.7K – – –
GIA
17
GHP Investment Advisors
Colorado
$14K – – –
IA
18
IFP Advisors
Florida
$7.72K +$566 +19 +8%
SPIA
19
Steward Partners Investment Advisory
New York
$5.28K – – –
LC
20
Lindbrook Capital
California
$3.38K +$237 +8 +8%
Morgan Stanley
21
Morgan Stanley
New York
$45 – – –
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
– -$282K -10,056 Closed
Citadel Advisors
23
Citadel Advisors
Florida
– -$249K -8,872 Closed
GM
24
GeoWealth Management
Illinois
– -$227K -8,077 Closed
S
25
SignatureFD
Georgia
– -$2.81K -100 Closed