FELC icon

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 %
CL
51
Choreo LLC
Illinois
$286K +$286K +9,330 New
KWMG
52
King Wealth Management Group
Florida
$264K +$611 +20 +0.2%
PWM
53
Prosperity Wealth Management
California
$255K +$3.37K +110 +1%
TCM
54
TD Capital Management
Tennessee
$233K +$581 +19 +0.3%
PA
55
Pinnacle Associates
New York
$229K – – –
IAG
56
Investment Advisory Group
Massachusetts
$215K +$2.14K +70 +1%
Wells Fargo
57
Wells Fargo
California
$180K -$43.9K -1,433 -20%
FP
58
Financial Perspectives
Minnesota
$174K +$18.6K +609 +12%
EWA
59
EP Wealth Advisors
California
$162K -$908K -29,666 -85%
US Bancorp
60
US Bancorp
Minnesota
$160K +$398 +13 +0.2%
KWAG
61
Kiely Wealth Advisory Group
North Carolina
$119K +$296 +10 +0.2%
AT
62
Arlington Trust
Alabama
$118K +$118K +3,840 New
AF
63
Allworth Financial
California
$108K -$26.6K -865 -20%
AF
64
Advisornet Financial
Minnesota
$106K – – –
IA
65
IFP Advisors
Florida
$104K +$83.6K +2,730 +400%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$97.4K -$9.3K -304 -9%
SPIA
67
Steward Partners Investment Advisory
New York
$92.9K -$2.3K -75 -2%
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$90.3K -$348K -11,374 -79%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$77K -$27.3K -889 -26%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$77K -$311K -10,152 -80%
CAL
71
Capital Analysts LLC
Pennsylvania
$75K -$136K -4,412 -64%
OAJ
72
Ogorek Anthony Joseph
New York
$75K +$183 +6 +0.2%
SS
73
Sunbelt Securities
Texas
$58K +$153 +5 +0.3%
ME
74
McIlrath & Eck
Washington
$47.7K +$122 +4 +0.3%
EWM
75
EPG Wealth Management
Georgia
$46.2K -$44.5K -1,507 Closed
1 2
3
4 5