We are live on ! Find out more
FELC icon

Fidelity Enhanced Large Cap Core ETF

95 hedge funds and large institutions have $708M invested in Fidelity Enhanced Large Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

712% more call options, than puts

Call options by funds: $333K | Put options by funds: $41K

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

90% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 20

59% more capital invested

Capital invested by funds: $445M → $708M (+$264M)

22% more funds holding

Funds holding: 7895 (+17)

6.26% more ownership

Funds ownership: 18.22%24.49% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+17
Holders Change %
+21.79%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
38
Reduced
20
Closed
6
Calls
$333K
Puts
$41K
Net Calls
+$292K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
26
Leo Wealth LLC
Texas
$774K +$540K +18,359 +266%
BRWA
27
B. Riley Wealth Advisors
Florida
$769K +$739K +25,142 New
PA
28
Parallel Advisors
California
$674K +$1.68K +57 +0.3%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$650K +$625K +21,249 New
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$586K +$302K +10,273 +116%
HighTower Advisors
31
HighTower Advisors
Illinois
$553K +$224K +7,620 +73%
Morgan Stanley
32
Morgan Stanley
New York
$537K +$16.6K +564 +3%
Mariner
33
Mariner
Kansas
$524K +$2.5K +85 +0.5%
AFG
34
ABLE Financial Group
Arizona
$519K
VFA
35
Valeo Financial Advisors
Indiana
$504K +$28K +953 +6%
SB
36
Strategic Blueprint
Georgia
$470K +$3.32K +113 +0.7%
KWM
37
Kingsview Wealth Management
Oregon
$459K +$441K +15,006 New
HI
38
Harbour Investments
Wisconsin
$439K +$244K +8,318 +138%
Lido Advisors
39
Lido Advisors
California
$429K +$28.8K +979 +8%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$427K +$410K +13,944 New
Cerity Partners
41
Cerity Partners
New York
$406K -$52.8K -1,797 -12%
NCM
42
NCM Capital Management
New Jersey
$404K +$999 +34 +0.3%
Creative Planning
43
Creative Planning
Kansas
$403K -$101K -3,436 -21%
MWM
44
Maripau Wealth Management
Indiana
$397K +$382K +12,981 New
HI
45
Hudock Inc
Pennsylvania
$363K +$349K +11,860 New
Marshall Wace
46
Marshall Wace
United Kingdom
$336K +$323K +10,992 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$323K +$17K +578 +6%
RIA
48
Regal Investment Advisors
Michigan
$308K +$296K +10,072 New
WIP
49
WealthCare Investment Partners
Rhode Island
$307K +$295K +10,039 New
SCA
50
Snowden Capital Advisors
New York
$286K

FELC Hedge Fund Activity: Q2 2024 in Review

95 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Core ETF (FELC) for Q2 2024, worth a combined $708M — up 59% from $445M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FELC positions and 6 closed out — a net gain of 18 holders — while 38 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $175M. The largest seller was Royal Bank of Canada, cutting an estimated $1.85M.

  • 95 institutional investors held Fidelity Enhanced Large Cap Core ETF (FELC) as of Q2 2024, up from 78 in Q1 2024.
  • Funds reported $708M of Fidelity Enhanced Large Cap Core ETF stock for Q2 2024, up 59% quarter-over-quarter.
  • 24 funds opened new Fidelity Enhanced Large Cap Core ETF positions in Q2 2024 and 6 closed out, a net change of +18 holders.
  • The largest Fidelity Enhanced Large Cap Core ETF buyer in Q2 2024 was Fidelity Investments, an estimated $175M added.
  • The largest Fidelity Enhanced Large Cap Core ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $1.85M sold.

Based on aggregated 13F filings for Q2 2024.