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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
NA
76
NewEdge Advisors
Louisiana
$44.6K +$42.9K +1,459 New
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$37.5K
CAS
78
Coppell Advisory Solutions
Texas
$35.6K +$34.2K +1,165 New
SRCM
79
Signature Resources Capital Management
California
$33.4K
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$33K -$1.85M -62,941 -98%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$31K +$88 +3 +0.3%
PS
82
Principal Securities
Iowa
$29.9K +$88 +3 +0.3%
TF
83
Tompkins Financial
New York
$29.8K -$26K -885 -48%
BTI
84
Blue Trust Inc
Georgia
$26.5K
DF
85
Dunhill Financial
United Kingdom
$26.3K
GRP
86
Global Retirement Partners
California
$23.3K +$59 +2 +0.3%
MHR
87
Matthew Hamilton Rosenberg
$21.7K
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$14.1K +$13.5K +460 New
CWP
89
Concord Wealth Partners
Virginia
$7.67K -$48.6K -1,653 -87%
PO
90
Private Ocean
California
$7.12K +$29 +1 +0.4%
GWSA
91
Global Wealth Strategies & Associates
Colorado
$6.33K
JFA
92
JNBA Financial Advisors
Minnesota
$6.3K
LFA
93
Legend Financial Advisors
Pennsylvania
$3.03K
FFA
94
Farther Finance Advisors
California
$2.42K +$2.32K +79 New
Bank of America
95
Bank of America
North Carolina
$1.8K +$1.73K +59 New
WWP
96
WR Wealth Planners
Missouri
$673 +$647 +22 New
LNC
97
Lincoln National Corp
Pennsylvania
-$1.7M -57,605 Closed
OMC
98
Old Mission Capital
Illinois
-$370K -12,533 Closed
ASN
99
Advisory Services Network
Georgia
-$215K -7,304 Closed
CA
100
CoreCap Advisors
Michigan
-$25K -848 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.