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Fidelity Enhanced Large Cap Core ETF

141 hedge funds and large institutions have $1.72B invested in Fidelity Enhanced Large Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 8

383% more call options, than puts

Call options by funds: $140K | Put options by funds: $29K

294% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

45% more capital invested

Capital invested by funds: $1.19B → $1.72B (+$536M)

27% more funds holding

Funds holding: 111141 (+30)

7.86% more ownership

Funds ownership: 32.83%40.69% (+7.9%)

Holders
141
Holders Change
+30
Holders Change %
+27.03%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
40
Increased
67
Reduced
17
Closed
8
Calls
$140K
Puts
$29K
Net Calls
+$111K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$2.24M -$3.29M -99,448 -59%
SWM
27
Silverlake Wealth Management
Vermont
$1.97M +$747K +22,590 +61%
SWA
28
Sax Wealth Advisors
New Jersey
$1.43M +$1.44M +43,497 New
MG
29
Mather Group
Illinois
$1.18M -$331 -10 -0%
BFM
30
Broadview Financial Management
Wisconsin
$1.11M -$63.5K -1,921 -5%
CAC
31
Certified Advisory Corp
Florida
$1.07M -$8.6K -260 -0.8%
ASN
32
Advisory Services Network
Georgia
$1.04M +$1.04M +31,560 New
AA
33
Advisory Alpha
Michigan
$1.04M +$265K +8,021 +34%
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$996K +$18K +545 +2%
PAG
35
Private Advisor Group
New Jersey
$930K +$53.2K +1,608 +6%
CWA
36
Canvas Wealth Advisors
Kansas
$887K +$891K +26,937 New
BRWA
37
B. Riley Wealth Advisors
Florida
$881K +$98.1K +2,967 +12%
HighTower Advisors
38
HighTower Advisors
Illinois
$876K -$107K -3,235 -11%
AWM
39
Apex Wealth Management
New Hampshire
$828K +$831K +25,130 New
Morgan Stanley
40
Morgan Stanley
New York
$747K +$157K +4,742 +26%
PA
41
Parallel Advisors
California
$729K +$2.05K +62 +0.3%
LWL
42
Leo Wealth LLC
Texas
$727K -$131K -3,963 -15%
BFS
43
BridgePort Financial Solutions
Iowa
$703K +$711K +21,503 New
MWM
44
Maripau Wealth Management
Indiana
$695K +$10.1K +304 +1%
SAW
45
Signal Advisors Wealth
Michigan
$695K +$10.1K +304 +1%
SB
46
Strategic Blueprint
Georgia
$666K +$177K +5,345 +36%
HI
47
Harbour Investments
Wisconsin
$660K +$176K +5,319 +36%
Creative Planning
48
Creative Planning
Kansas
$609K +$178K +5,369 +41%
LF
49
Lighthouse Financial
Florida
$606K +$608K +18,390 New
Lido Advisors
50
Lido Advisors
California
$592K +$123K +3,728 +26%

FELC Hedge Fund Activity: Q4 2024 in Review

141 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Core ETF (FELC) for Q4 2024, worth a combined $1.72B — up 45% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FELC positions and 8 closed out — a net gain of 32 holders — while 67 added to existing stakes and 17 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $354M. The largest seller was Focus Partners Wealth, cutting an estimated $3.29M.

  • 141 institutional investors held Fidelity Enhanced Large Cap Core ETF (FELC) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $1.72B of Fidelity Enhanced Large Cap Core ETF stock for Q4 2024, up 45% quarter-over-quarter.
  • 40 funds opened new Fidelity Enhanced Large Cap Core ETF positions in Q4 2024 and 8 closed out, a net change of +32 holders.
  • The largest Fidelity Enhanced Large Cap Core ETF buyer in Q4 2024 was Fidelity Investments, an estimated $354M added.
  • The largest Fidelity Enhanced Large Cap Core ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2024.