We are live on ! Find out more
FELC icon

Fidelity Enhanced Large Cap Core ETF

111 hedge funds and large institutions have $1.19B invested in Fidelity Enhanced Large Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $156K | Put options by funds: $29K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more capital invested

Capital invested by funds: $708M → $1.19B (+$479M)

17% more funds holding

Funds holding: 95111 (+16)

8.35% more ownership

Funds ownership: 24.49%32.83% (+8.3%)

Holders
111
Holders Change
+16
Holders Change %
+16.84%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
51
Reduced
21
Closed
7
Calls
$156K
Puts
$29K
Net Calls
+$127K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
26
TBH Global Asset Management
Tennessee
$1.94M +$1.87M +60,359 New
BAM
27
Belpointe Asset Management
Nevada
$1.44M +$37.4K +1,208 +3%
SWM
28
Silverlake Wealth Management
Vermont
$1.19M +$140K +4,538 +14%
MG
29
Mather Group
Illinois
$1.15M -$25.1K -810 -2%
BFM
30
Broadview Financial Management
Wisconsin
$1.14M -$7.21K -233 -0.6%
Citadel Advisors
31
Citadel Advisors
Florida
$1.13M +$293K +9,462 +37%
CAC
32
Certified Advisory Corp
Florida
$1.05M -$13.2K -426 -1%
HighTower Advisors
33
HighTower Advisors
Illinois
$959K +$364K +11,775 +65%
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$954K +$17.3K +559 +2%
PAG
35
Private Advisor Group
New Jersey
$855K +$824K +26,631 New
LWL
36
Leo Wealth LLC
Texas
$836K +$24.5K +793 +3%
BRWA
37
B. Riley Wealth Advisors
Florida
$759K -$41.6K -1,345 -5%
AA
38
Advisory Alpha
Michigan
$755K +$728K +23,514 New
PA
39
Parallel Advisors
California
$708K +$1.64K +53 +0.2%
MWM
40
Maripau Wealth Management
Indiana
$668K +$242K +7,833 +60%
SAW
41
Signal Advisors Wealth
Michigan
$668K +$644K +20,814 New
Morgan Stanley
42
Morgan Stanley
New York
$576K +$12.7K +410 +2%
AFG
43
ABLE Financial Group
Arizona
$545K
Mariner
44
Mariner
Kansas
$520K -$28.5K -921 -5%
VFA
45
Valeo Financial Advisors
Indiana
$520K -$8.88K -287 -2%
KWM
46
Kingsview Wealth Management
Oregon
$514K +$30.9K +997 +7%
HF
47
HRT Financial
New York
$508K +$490K +15,831 New
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$497K -$108K -3,495 -18%
Cerity Partners
49
Cerity Partners
New York
$493K +$65.6K +2,118 +16%
SB
50
Strategic Blueprint
Georgia
$478K -$14.1K -454 -3%

FELC Hedge Fund Activity: Q3 2024 in Review

111 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Core ETF (FELC) for Q3 2024, worth a combined $1.19B — up 68% from $708M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FELC positions and 7 closed out — a net gain of 18 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $296M. The largest seller was Envestnet Asset Management, cutting an estimated $6.96M.

  • 111 institutional investors held Fidelity Enhanced Large Cap Core ETF (FELC) as of Q3 2024, up from 95 in Q2 2024.
  • Funds reported $1.19B of Fidelity Enhanced Large Cap Core ETF stock for Q3 2024, up 68% quarter-over-quarter.
  • 25 funds opened new Fidelity Enhanced Large Cap Core ETF positions in Q3 2024 and 7 closed out, a net change of +18 holders.
  • The largest Fidelity Enhanced Large Cap Core ETF buyer in Q3 2024 was Fidelity Investments, an estimated $296M added.
  • The largest Fidelity Enhanced Large Cap Core ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $6.96M sold.

Based on aggregated 13F filings for Q3 2024.