We are live on ! Find out more
FELC icon

Fidelity Enhanced Large Cap Core ETF

111 hedge funds and large institutions have $1.19B invested in Fidelity Enhanced Large Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $156K | Put options by funds: $29K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more capital invested

Capital invested by funds: $708M → $1.19B (+$479M)

17% more funds holding

Funds holding: 95111 (+16)

8.35% more ownership

Funds ownership: 24.49%32.83% (+8.3%)

Holders
111
Holders Change
+16
Holders Change %
+16.84%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
51
Reduced
21
Closed
7
Calls
$156K
Puts
$29K
Net Calls
+$127K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$472K +$11.7K +377 +3%
Lido Advisors
52
Lido Advisors
California
$457K +$7.46K +241 +2%
NCM
53
NCM Capital Management
New Jersey
$425K +$991 +32 +0.2%
Creative Planning
54
Creative Planning
Kansas
$421K -$1.83K -59 -0.4%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$394K +$53.4K +1,726 +16%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$385K -$60.1K -1,943 -14%
HI
57
Hudock Inc
Pennsylvania
$381K
RIA
58
Regal Investment Advisors
Michigan
$325K +$1.58K +51 +0.5%
MAG
59
Mayfair Advisory Group
Alabama
$321K +$310K +10,006 New
WIP
60
WealthCare Investment Partners
Rhode Island
$319K
SCA
61
Snowden Capital Advisors
New York
$300K
CL
62
Choreo LLC
Illinois
$298K +$557 +18 +0.2%
PWM
63
Prosperity Wealth Management
California
$289K +$21K +679 +8%
DADC
64
D.A. Davidson & Co
Montana
$257K +$248K +8,000 New
SWIG
65
Strategic Wealth Investment Group
Kentucky
$245K +$238K +7,701 New
TCM
66
TD Capital Management
Tennessee
$245K +$588 +19 +0.2%
FP
67
Financial Perspectives
Minnesota
$236K +$51.5K +1,665 +29%
IAG
68
Investment Advisory Group
Massachusetts
$225K
JWCA
69
J.W. Cole Advisors
Florida
$220K +$212K +6,853 New
HAS
70
HBW Advisory Services
California
$218K +$211K +6,801 New
KWMG
71
King Wealth Management Group
Florida
$216K -$58.8K -1,901 -22%
FG
72
Fiduciary Group
Georgia
$207K +$200K +6,454 New
FFA
73
Farther Finance Advisors
California
$197K +$187K +6,053 +7,662%
EWA
74
EP Wealth Advisors
California
$172K +$1.55K +50 +0.9%
US Bancorp
75
US Bancorp
Minnesota
$169K +$402 +13 +0.2%

FELC Hedge Fund Activity: Q3 2024 in Review

111 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Core ETF (FELC) for Q3 2024, worth a combined $1.19B — up 68% from $708M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FELC positions and 7 closed out — a net gain of 18 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $296M. The largest seller was Envestnet Asset Management, cutting an estimated $6.96M.

  • 111 institutional investors held Fidelity Enhanced Large Cap Core ETF (FELC) as of Q3 2024, up from 95 in Q2 2024.
  • Funds reported $1.19B of Fidelity Enhanced Large Cap Core ETF stock for Q3 2024, up 68% quarter-over-quarter.
  • 25 funds opened new Fidelity Enhanced Large Cap Core ETF positions in Q3 2024 and 7 closed out, a net change of +18 holders.
  • The largest Fidelity Enhanced Large Cap Core ETF buyer in Q3 2024 was Fidelity Investments, an estimated $296M added.
  • The largest Fidelity Enhanced Large Cap Core ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $6.96M sold.

Based on aggregated 13F filings for Q3 2024.