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Fidelity Enhanced Large Cap Core ETF

141 hedge funds and large institutions have $1.72B invested in Fidelity Enhanced Large Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 8

383% more call options, than puts

Call options by funds: $140K | Put options by funds: $29K

294% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

45% more capital invested

Capital invested by funds: $1.19B → $1.72B (+$536M)

27% more funds holding

Funds holding: 111141 (+30)

7.86% more ownership

Funds ownership: 32.83%40.69% (+7.9%)

Holders
141
Holders Change
+30
Holders Change %
+27.03%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
40
Increased
67
Reduced
17
Closed
8
Calls
$140K
Puts
$29K
Net Calls
+$111K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
51
Flagship Harbor Advisors
Massachusetts
$586K +$589K +17,793 New
NFC
52
Northstar Financial Companies
Pennsylvania
$579K +$582K +17,587 New
Mariner
53
Mariner
Kansas
$567K +$33.6K +1,016 +6%
Cerity Partners
54
Cerity Partners
New York
$565K +$59.2K +1,789 +12%
AFG
55
ABLE Financial Group
Arizona
$559K
VFA
56
Valeo Financial Advisors
Indiana
$540K +$6.42K +194 +1%
KWM
57
Kingsview Wealth Management
Oregon
$494K -$32.8K -993 -6%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$481K +$76.8K +2,322 +19%
MAG
59
Mayfair Advisory Group
Alabama
$462K +$133K +4,011 +40%
NCM
60
NCM Capital Management
New Jersey
$438K +$1.22K +37 +0.3%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$430K -$2.05M -62,084 -83%
DADC
62
D.A. Davidson & Co
Montana
$405K +$142K +4,299 +54%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$398K -$117K -3,551 -23%
PRP
64
Peak Retirement Planning
Ohio
$398K +$400K +12,091 New
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$394K -$1.26K -38 -0.3%
HI
66
Hudock Inc
Pennsylvania
$391K
MWP
67
Madison Wealth Partners
Wisconsin
$375K +$377K +11,390 New
IA
68
IFG Advisory
Georgia
$370K +$371K +11,221 New
RIA
69
Regal Investment Advisors
Michigan
$364K +$30.5K +923 +9%
GP
70
Geneva Partners
Wisconsin
$332K +$334K +10,084 New
CL
71
Choreo LLC
Illinois
$330K +$20.5K +621 +7%
WIP
72
WealthCare Investment Partners
Rhode Island
$330K
SC
73
Savant Capital
Illinois
$315K +$317K +9,573 New
PWM
74
Prosperity Wealth Management
California
$310K +$13.7K +413 +5%
SCA
75
Snowden Capital Advisors
New York
$308K

FELC Hedge Fund Activity: Q4 2024 in Review

141 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Core ETF (FELC) for Q4 2024, worth a combined $1.72B — up 45% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FELC positions and 8 closed out — a net gain of 32 holders — while 67 added to existing stakes and 17 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $354M. The largest seller was Focus Partners Wealth, cutting an estimated $3.29M.

  • 141 institutional investors held Fidelity Enhanced Large Cap Core ETF (FELC) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $1.72B of Fidelity Enhanced Large Cap Core ETF stock for Q4 2024, up 45% quarter-over-quarter.
  • 40 funds opened new Fidelity Enhanced Large Cap Core ETF positions in Q4 2024 and 8 closed out, a net change of +32 holders.
  • The largest Fidelity Enhanced Large Cap Core ETF buyer in Q4 2024 was Fidelity Investments, an estimated $354M added.
  • The largest Fidelity Enhanced Large Cap Core ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2024.