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Fidelity Magellan ETF

26 hedge funds and large institutions have $44.2M invested in Fidelity Magellan ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

102% more capital invested

Capital invested by funds: $21.9M → $44.2M (+$22.3M)

10.32% more ownership

Funds ownership: 15.9%26.22% (+10%)

7% less funds holding

Funds holding: 2826 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$14.5M +$14.2M +450,990 +2,430%
Fidelity International
2
Fidelity International
Bermuda
$10.7M +$8.69M +276,936 +408%
UBS Group
3
UBS Group
Switzerland
$4.9M -$14.8K -473 -0.3%
BWA
4
Beam Wealth Advisors
Louisiana
$3.68M -$222K -7,061 -6%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$2.8M +$1.22M +38,731 +75%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.75M +$1.16M +37,030 +72%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.32M +$103K +3,292 +8%
Citadel Advisors
8
Citadel Advisors
Florida
$737K +$280K +8,915 +60%
SPC
9
Sigma Planning Corp
Michigan
$590K +$109K +3,474 +22%
SXL
10
Summit X LLC
Missouri
$457K +$20.7K +658 +5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$350K +$134K +4,264 +61%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$323K +$328K +10,440 New
IPW
13
Impact Partnership Wealth
Georgia
$313K +$318K +10,114 New
JWCA
14
J.W. Cole Advisors
Florida
$289K +$2.95K +94 +1%
KAS
15
Kestra Advisory Services
Texas
$212K +$215K +6,861 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$88K +$89.7K +2,857 New
PS
17
Principal Securities
Iowa
$61.9K
Osaic Holdings
18
Osaic Holdings
Arizona
$57K -$1.51K -48 -3%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$34.7K
SS
20
Sunbelt Securities
Texas
$29.1K
GIA
21
GHP Investment Advisors
Colorado
$14.6K
IA
22
IFP Advisors
Florida
$11.7K +$440 +14 +4%
SPIA
23
Steward Partners Investment Advisory
New York
$5.48K
HC
24
Hurley Capital
New York
$4.59K +$4.58K +146 New
Morgan Stanley
25
Morgan Stanley
New York
$45

FMAG Hedge Fund Activity: Q4 2024 in Review

26 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity Magellan ETF (FMAG) for Q4 2024, worth a combined $44.2M — up 102% from $21.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FMAG and 5 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 11 added.

The largest buyer was Wells Fargo, adding an estimated $14.2M. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $3.25M sold.

  • 26 institutional investors held Fidelity Magellan ETF (FMAG) as of Q4 2024, down from 28 in Q3 2024.
  • Funds reported $44.2M of Fidelity Magellan ETF stock for Q4 2024, up 102% quarter-over-quarter.
  • 5 funds opened new Fidelity Magellan ETF positions in Q4 2024 and 6 closed out, a net change of -1 holder.
  • The largest Fidelity Magellan ETF buyer in Q4 2024 was Wells Fargo, an estimated $14.2M added.
  • The largest Fidelity Magellan ETF seller in Q4 2024 was Arkadios Wealth Advisors, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2024.