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Fidelity Enhanced Large Cap Core ETF
FELC

Overview Fund Activity

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
Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.13%
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

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$382M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.56M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.89M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.21M
2
Morgan Stanley
2
Morgan Stanley
New York
$501K
3
SW
3
SVB Wealth
Massachusetts
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
RFA
5
Rollins Financial Advisors
New York
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$490K +$110K +3,735 +29%
SB
27
Strategic Blueprint
Georgia
$449K -$1.51K -51 -0.3%
Cerity Partners
28
Cerity Partners
New York
$444K +$1.53K +52 +0.3%
VFA
29
Valeo Financial Advisors
Indiana
$442K -$313 -11 -0.1%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$423K -$15.3K -518 -3%
NCM
31
NCM Capital Management
New Jersey
$389K +$1.36K +46 +0.4%
Lido Advisors
32
Lido Advisors
California
$384K +$51.9K +1,760 +16%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$374K +$211K +7,161 +130%
OMC
34
Old Mission Capital
Illinois
$370K +$370K +12,533 New
HighTower Advisors
35
HighTower Advisors
Illinois
$308K +$85.5K +2,899 +38%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$295K -$80.8K -2,740 -22%
SCA
37
Snowden Capital Advisors
New York
$276K – – –
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$262K +$262K +8,869 New
KWMG
39
King Wealth Management Group
Florida
$254K +$766 +26 +0.3%
PWM
40
Prosperity Wealth Management
California
$242K +$242K +8,214 New
TCM
41
TD Capital Management
Tennessee
$224K +$107K +3,635 +92%
PA
42
Pinnacle Associates
New York
$221K +$221K +7,485 New
Wells Fargo
43
Wells Fargo
California
$216K +$201K +6,797 +1,278%
ASN
44
Advisory Services Network
Georgia
$215K +$18.9K +639 +10%
IAG
45
Investment Advisory Group
Massachusetts
$205K +$205K +6,955 New
LWL
46
Leo Wealth LLC
Texas
$204K +$204K +6,902 New
CAL
47
Capital Analysts LLC
Pennsylvania
$202K +$52.7K +1,787 +35%
HI
48
Harbour Investments
Wisconsin
$178K +$118K +3,989 +196%
US Bancorp
49
US Bancorp
Minnesota
$154K +$560 +19 +0.4%
FP
50
Financial Perspectives
Minnesota
$150K +$590 +20 +0.4%
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