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Fidelity Enhanced Large Cap Core ETF
FELC

Overview Fund Activity

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
Holders
95
Holders Change
+17
Holders Change %
+21.79%
% of All Funds
1.38%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$578M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$35.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.2M
4
AAS
Avantax Advisory Services
Texas
$7.51M
5
Osaic Holdings
Osaic Holdings
Arizona
$6.73M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$33K
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
EWA
EP Wealth Advisors
California
$162K
4
Citadel Advisors
Citadel Advisors
Florida
$790K
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWL
26
Leo Wealth LLC
Texas
$774K +$562K +18,359 +266%
BRWA
27
B. Riley Wealth Advisors
Florida
$769K +$769K +25,142 New
PA
28
Parallel Advisors
California
$674K +$1.74K +57 +0.3%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$650K +$650K +21,249 New
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$586K +$314K +10,273 +116%
HighTower Advisors
31
HighTower Advisors
Illinois
$553K +$233K +7,620 +73%
Morgan Stanley
32
Morgan Stanley
New York
$537K +$17.3K +564 +3%
Mariner
33
Mariner
Kansas
$524K +$2.6K +85 +0.5%
AFG
34
ABLE Financial Group
Arizona
$519K – – –
VFA
35
Valeo Financial Advisors
Indiana
$504K +$29.2K +953 +6%
SB
36
Strategic Blueprint
Georgia
$470K +$3.46K +113 +0.7%
KWM
37
Kingsview Wealth Management
Oregon
$459K +$459K +15,006 New
HI
38
Harbour Investments
Wisconsin
$439K +$255K +8,318 +138%
Lido Advisors
39
Lido Advisors
California
$429K +$30K +979 +8%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$427K +$427K +13,944 New
Cerity Partners
41
Cerity Partners
New York
$406K -$55K -1,797 -12%
NCM
42
NCM Capital Management
New Jersey
$404K +$1.04K +34 +0.3%
Creative Planning
43
Creative Planning
Kansas
$403K -$105K -3,436 -21%
MWM
44
Maripau Wealth Management
Indiana
$397K +$397K +12,981 New
HI
45
Hudock Inc
Pennsylvania
$363K +$363K +11,860 New
Marshall Wace
46
Marshall Wace
United Kingdom
$336K +$336K +10,992 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$323K +$17.7K +578 +6%
RIA
48
Regal Investment Advisors
Michigan
$308K +$308K +10,072 New
WIP
49
WealthCare Investment Partners
Rhode Island
$307K +$307K +10,039 New
SCA
50
Snowden Capital Advisors
New York
$286K – – –
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