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Fidelity Magellan ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

70% more capital invested

Capital invested by funds: $8.81M → $14.9M (+$6.14M)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

24% more funds holding

Funds holding: 1721 (+4)

2.62% more ownership

Funds ownership: 10.54%13.15% (+2.6%)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.3%
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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.78M +$2.45M +86,835 +213%
BWA
2
Beam Wealth Advisors
Louisiana
$3.57M -$560K -19,849 -14%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.26M +$3.1M +109,806 New
JWCA
4
J.W. Cole Advisors
Florida
$863K -$1.01M -35,812 -55%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$738K +$59.4K +2,104 +9%
Goldman Sachs
6
Goldman Sachs
New York
$558K +$531K +18,814 New
SXL
7
Summit X LLC
Missouri
$418K -$4.52K -160 -1%
SPC
8
Sigma Planning Corp
Michigan
$371K +$352K +12,487 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$346K +$329K +11,655 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$346K +$329K +11,655 New
ECA
11
Elevation Capital Advisory
Oregon
$265K +$252K +8,925 New
KAS
12
Kestra Advisory Services
Texas
$221K +$210K +7,432 New
PS
13
Principal Securities
Iowa
$59.3K
Osaic Holdings
14
Osaic Holdings
Arizona
$58.5K +$54.4K +1,926 +3,852%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$33.7K +$31.6K +1,120 New
SS
16
Sunbelt Securities
Texas
$27.7K
GIA
17
GHP Investment Advisors
Colorado
$14K
IA
18
IFP Advisors
Florida
$7.72K +$536 +19 +8%
SPIA
19
Steward Partners Investment Advisory
New York
$5.28K
LC
20
Lindbrook Capital
California
$3.38K +$226 +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

FMAG Hedge Fund Activity: Q2 2024 in Review

21 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Fidelity Magellan ETF (FMAG) for Q2 2024, worth a combined $14.9M — up 70% from $8.81M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FMAG positions and 4 closed out — a net gain of 4 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $3.1M. The largest seller was J.W. Cole Advisors, cutting an estimated $1.01M.

  • 21 institutional investors held Fidelity Magellan ETF (FMAG) as of Q2 2024, up from 17 in Q1 2024.
  • Funds reported $14.9M of Fidelity Magellan ETF stock for Q2 2024, up 70% quarter-over-quarter.
  • 8 funds opened new Fidelity Magellan ETF positions in Q2 2024 and 4 closed out, a net change of +4 holders.
  • The largest Fidelity Magellan ETF buyer in Q2 2024 was Cambridge Investment Research Advisors, an estimated $3.1M added.
  • The largest Fidelity Magellan ETF seller in Q2 2024 was J.W. Cole Advisors, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2024.