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Fidelity Enhanced Large Cap Core ETF

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

2,273% more call options, than puts

Call options by funds: $712K | Put options by funds: $30K

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

99% more capital invested

Capital invested by funds: $223M → $445M (+$222M)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

10% more funds holding

Funds holding: 7178 (+7)

6.71% more ownership

Funds ownership: 11.51%18.22% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.12%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$129K +$31.2K +1,116 +34%
KWAG
52
Kiely Wealth Advisory Group
North Carolina
$115K +$336 +12 +0.3%
CT
53
Cambridge Trust
Massachusetts
$106K
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$103K +$336 +12 +0.3%
AF
55
Advisornet Financial
Minnesota
$102K
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$100K -$25.9K -926 -21%
SPIA
57
Steward Partners Investment Advisory
New York
$91.8K +$2.1K +75 +2%
OAJ
58
Ogorek Anthony Joseph
New York
$72K +$68.6K +2,452 New
CWP
59
Concord Wealth Partners
Virginia
$56.2K +$168 +6 +0.3%
SS
60
Sunbelt Securities
Texas
$55.7K -$106K -3,804 -67%
TF
61
Tompkins Financial
New York
$54.8K +$52K +1,859 New
ME
62
McIlrath & Eck
Washington
$45.9K
EWM
63
EPG Wealth Management
Georgia
$44.5K +$140 +5 +0.3%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$36.1K
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$29.3K +$27.8K +993 New
SRCM
66
Signature Resources Capital Management
California
$29K
PS
67
Principal Securities
Iowa
$28.7K +$84 +3 +0.3%
BTI
68
Blue Trust Inc
Georgia
$26.5K +$25.1K +897 New
DF
69
Dunhill Financial
United Kingdom
$25.4K +$56 +2 +0.2%
CA
70
CoreCap Advisors
Michigan
$25K +$23.7K +848 New
GRP
71
Global Retirement Partners
California
$22.4K +$21.2K +759 New
MHR
72
Matthew Hamilton Rosenberg
$20.9K +$19.8K +709 New
IA
73
IFP Advisors
Florida
$20.1K +$28 +1 +0.1%
PO
74
Private Ocean
California
$6.85K +$28 +1 +0.4%
GWSA
75
Global Wealth Strategies & Associates
Colorado
$6.11K +$5.79K +207 New

FELC Hedge Fund Activity: Q1 2024 in Review

78 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Core ETF (FELC) for Q1 2024, worth a combined $445M — up 99% from $223M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FELC positions and 11 closed out — a net gain of 8 holders — while 38 added to existing stakes and 12 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $199M. The largest seller was Osaic Holdings, cutting an estimated $23.3M.

  • 78 institutional investors held Fidelity Enhanced Large Cap Core ETF (FELC) as of Q1 2024, up from 71 in Q4 2023.
  • Funds reported $445M of Fidelity Enhanced Large Cap Core ETF stock for Q1 2024, up 99% quarter-over-quarter.
  • 19 funds opened new Fidelity Enhanced Large Cap Core ETF positions in Q1 2024 and 11 closed out, a net change of +8 holders.
  • The largest Fidelity Enhanced Large Cap Core ETF buyer in Q1 2024 was Fidelity Investments, an estimated $199M added.
  • The largest Fidelity Enhanced Large Cap Core ETF seller in Q1 2024 was Osaic Holdings, an estimated $23.3M sold.

Based on aggregated 13F filings for Q1 2024.