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Fidelity Enhanced Large Cap Core ETF
FELC

78 hedge funds and large institutions have $445M invested in Fidelity Enhanced Large Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,273% more call options, than puts

Call options by funds: $712K | Put options by funds: $30K

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

99% more capital invested

Capital invested by funds: $223M → $445M (+$222M)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

10% more funds holding

Funds holding: 71 → 78 (+7)

6.71% more ownership

Funds ownership: 11.51% → 18.22% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
38
Reduced
12
Closed
11
Calls
$712K
Puts
$30K
Net Calls
+$682K
Net Calls Change
-$30K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.48M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$981K
5
MML Investors Services
MML Investors Services
Massachusetts
+$808K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$23.3M
2
SW
SVB Wealth
Massachusetts
-$760K
3
Morgan Stanley
Morgan Stanley
New York
-$754K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$726K
5
RFA
Rollins Financial Advisors
New York
-$384K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$490K +$105K +3,735 +29%
SB
27
Strategic Blueprint
Georgia
$449K -$1.43K -51 -0.3%
Cerity Partners
28
Cerity Partners
New York
$444K +$1.46K +52 +0.3%
VFA
29
Valeo Financial Advisors
Indiana
$442K -$308 -11 -0.1%
JP Morgan Chase
30
JP Morgan Chase
New York
$423K -$14.5K -518 -3%
NCM
31
NCM Capital Management
New Jersey
$389K +$1.29K +46 +0.4%
Lido Advisors
32
Lido Advisors
California
$384K +$49.3K +1,760 +16%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$374K +$200K +7,161 +130%
OMC
34
Old Mission Capital
Illinois
$370K +$351K +12,533 New
HighTower Advisors
35
HighTower Advisors
Illinois
$308K +$81.1K +2,899 +38%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$295K -$76.7K -2,740 -22%
SCA
37
Snowden Capital Advisors
New York
$276K – – –
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$262K +$248K +8,869 New
KWMG
39
King Wealth Management Group
Florida
$254K +$728 +26 +0.3%
PWM
40
Prosperity Wealth Management
California
$242K +$230K +8,214 New
TCM
41
TD Capital Management
Tennessee
$224K +$102K +3,635 +92%
PA
42
Pinnacle Associates
New York
$221K +$210K +7,485 New
Wells Fargo
43
Wells Fargo
California
$216K +$190K +6,797 +1,278%
ASN
44
Advisory Services Network
Georgia
$215K +$17.9K +639 +10%
IAG
45
Investment Advisory Group
Massachusetts
$205K +$195K +6,955 New
LWL
46
Leo Wealth LLC
Texas
$204K +$193K +6,902 New
CAL
47
Capital Analysts LLC
Pennsylvania
$202K +$50K +1,787 +35%
HI
48
Harbour Investments
Wisconsin
$178K +$112K +3,989 +196%
US Bancorp
49
US Bancorp
Minnesota
$154K +$532 +19 +0.4%
FP
50
Financial Perspectives
Minnesota
$150K +$560 +20 +0.4%
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FELC Hedge Fund Activity: Q1 2024 in Review

78 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Core ETF (FELC) for Q1 2024, worth a combined $445M — up 99% from $223M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FELC positions and 11 closed out — a net gain of 8 holders — while 38 added to existing stakes and 12 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $199M. The largest seller was Osaic Holdings, cutting an estimated $23.3M.

  • 78 institutional investors held Fidelity Enhanced Large Cap Core ETF (FELC) as of Q1 2024, up from 71 in Q4 2023.
  • Funds reported $445M of Fidelity Enhanced Large Cap Core ETF stock for Q1 2024, up 99% quarter-over-quarter.
  • 19 funds opened new Fidelity Enhanced Large Cap Core ETF positions in Q1 2024 and 11 closed out, a net change of +8 holders.
  • The largest Fidelity Enhanced Large Cap Core ETF buyer in Q1 2024 was Fidelity Investments, an estimated $199M added.
  • The largest Fidelity Enhanced Large Cap Core ETF seller in Q1 2024 was Osaic Holdings, an estimated $23.3M sold.

Based on aggregated 13F filings for Q1 2024.