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Fidelity Enhanced Large Cap Core ETF
FELC

Overview Fund Activity

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
Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.13%
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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$382M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.56M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.89M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.21M
2
Morgan Stanley
2
Morgan Stanley
New York
$501K
3
SW
3
SVB Wealth
Massachusetts
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
RFA
5
Rollins Financial Advisors
New York
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$129K +$32.9K +1,116 +34%
KWAG
52
Kiely Wealth Advisory Group
North Carolina
$115K +$344 +12 +0.3%
CT
53
Cambridge Trust
Massachusetts
$106K – – –
GJIA
54
Glass Jacobson Investment Advisors
Maryland
$103K +$354 +12 +0.3%
AF
55
Advisornet Financial
Minnesota
$102K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$100K -$27.2K -926 -21%
SPIA
57
Steward Partners Investment Advisory
New York
$91.8K +$2.21K +75 +2%
OAJ
58
Ogorek Anthony Joseph
New York
$72K +$72K +2,452 New
CWP
59
Concord Wealth Partners
Virginia
$56.2K +$177 +6 +0.3%
SS
60
Sunbelt Securities
Texas
$55.7K -$112K -3,804 -67%
TF
61
Tompkins Financial
New York
$54.8K +$54.8K +1,859 New
ME
62
McIlrath & Eck
Washington
$45.9K – – –
EWM
63
EPG Wealth Management
Georgia
$44.5K +$147 +5 +0.3%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$36.1K – – –
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$29.3K +$29.3K +993 New
SRCM
66
Signature Resources Capital Management
California
$29K – – –
PS
67
Principal Securities
Iowa
$28.7K +$89 +3 +0.3%
BTI
68
Blue Trust Inc
Georgia
$26.5K +$26.5K +897 New
DF
69
Dunhill Financial
United Kingdom
$25.4K +$59 +2 +0.2%
CA
70
CoreCap Advisors
Michigan
$25K +$25K +848 New
GRP
71
Global Retirement Partners
California
$22.4K +$22.4K +759 New
MHR
72
Matthew Hamilton Rosenberg
$20.9K +$20.9K +709 New
IA
73
IFP Advisors
Florida
$20.1K +$30 +1 +0.1%
PO
74
Private Ocean
California
$6.85K +$30 +1 +0.4%
GWSA
75
Global Wealth Strategies & Associates
Colorado
$6.11K +$6.11K +207 New
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