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Fidelity Enhanced Large Cap Core ETF

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

712% more call options, than puts

Call options by funds: $333K | Put options by funds: $41K

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

90% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 20

59% more capital invested

Capital invested by funds: $445M → $708M (+$264M)

22% more funds holding

Funds holding: 7895 (+17)

6.26% more ownership

Funds ownership: 18.22%24.49% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+17
Holders Change %
+21.79%
% of All Funds
1.37%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
Choreo LLC
Illinois
$286K +$274K +9,330 New
KWMG
52
King Wealth Management Group
Florida
$264K +$588 +20 +0.2%
PWM
53
Prosperity Wealth Management
California
$255K +$3.23K +110 +1%
TCM
54
TD Capital Management
Tennessee
$233K +$558 +19 +0.3%
PA
55
Pinnacle Associates
New York
$229K
IAG
56
Investment Advisory Group
Massachusetts
$215K +$2.06K +70 +1%
Wells Fargo
57
Wells Fargo
California
$180K -$42.1K -1,433 -20%
FP
58
Financial Perspectives
Minnesota
$174K +$17.9K +609 +12%
EWA
59
EP Wealth Advisors
California
$162K -$872K -29,666 -85%
US Bancorp
60
US Bancorp
Minnesota
$160K +$382 +13 +0.2%
KWAG
61
Kiely Wealth Advisory Group
North Carolina
$119K +$294 +10 +0.2%
AT
62
Arlington Trust
Alabama
$118K +$113K +3,840 New
AF
63
Allworth Financial
California
$108K -$25.4K -865 -20%
AF
64
Advisornet Financial
Minnesota
$106K
IA
65
IFP Advisors
Florida
$104K +$80.2K +2,730 +400%
GJIA
66
Glass Jacobson Investment Advisors
Maryland
$97.4K -$8.94K -304 -9%
SPIA
67
Steward Partners Investment Advisory
New York
$92.9K -$2.21K -75 -2%
JP Morgan Chase
68
JP Morgan Chase
New York
$90.3K -$334K -11,374 -79%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$77K -$26.1K -889 -26%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$77K -$298K -10,152 -80%
CAL
71
Capital Analysts LLC
Pennsylvania
$75K -$130K -4,412 -64%
OAJ
72
Ogorek Anthony Joseph
New York
$75K +$176 +6 +0.2%
SS
73
Sunbelt Securities
Texas
$58K +$147 +5 +0.3%
ME
74
McIlrath & Eck
Washington
$47.7K +$118 +4 +0.3%
EWM
75
EPG Wealth Management
Georgia
$46.2K -$44.3K -1,507 Closed

FELC Hedge Fund Activity: Q2 2024 in Review

95 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Core ETF (FELC) for Q2 2024, worth a combined $708M — up 59% from $445M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FELC positions and 6 closed out — a net gain of 18 holders — while 38 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $175M. The largest seller was Royal Bank of Canada, cutting an estimated $1.85M.

  • 95 institutional investors held Fidelity Enhanced Large Cap Core ETF (FELC) as of Q2 2024, up from 78 in Q1 2024.
  • Funds reported $708M of Fidelity Enhanced Large Cap Core ETF stock for Q2 2024, up 59% quarter-over-quarter.
  • 24 funds opened new Fidelity Enhanced Large Cap Core ETF positions in Q2 2024 and 6 closed out, a net change of +18 holders.
  • The largest Fidelity Enhanced Large Cap Core ETF buyer in Q2 2024 was Fidelity Investments, an estimated $175M added.
  • The largest Fidelity Enhanced Large Cap Core ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $1.85M sold.

Based on aggregated 13F filings for Q2 2024.