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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
Comerica Bank
76
Comerica Bank
Texas
$145K +$140K +4,519 New
KWAG
77
Kiely Wealth Advisory Group
North Carolina
$136K +$310 +10 +0.2%
AT
78
Arlington Trust
Alabama
$123K
AF
79
Allworth Financial
California
$119K +$5.88K +190 +5%
PS
80
Principal Securities
Iowa
$116K +$81.7K +2,640 +270%
EB
81
Eastern Bank
Massachusetts
$116K +$111K +3,599 New
AF
82
Advisornet Financial
Minnesota
$111K
IA
83
IFP Advisors
Florida
$110K +$279 +9 +0.3%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$102K +$217 +7 +0.2%
RDFA
85
Ritter Daniher Financial Advisory
Ohio
$91.4K +$88.1K +2,847 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$90K +$9.32K +301 +12%
SPIA
87
Steward Partners Investment Advisory
New York
$80.2K -$16.6K -537 -18%
OAJ
88
Ogorek Anthony Joseph
New York
$79K +$186 +6 +0.2%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$71.3K +$68.8K +2,223 New
SS
90
Sunbelt Securities
Texas
$60.9K +$155 +5 +0.3%
CAL
91
Capital Analysts LLC
Pennsylvania
$54K -$23.8K -768 -32%
ME
92
McIlrath & Eck
Washington
$50.2K +$124 +4 +0.3%
EWM
93
EPG Wealth Management
Georgia
$48.6K +$46.9K +1,514 New
NA
94
NewEdge Advisors
Louisiana
$46.9K +$93 +3 +0.2%
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$40.1K
CAS
96
Coppell Advisory Solutions
Texas
$37.3K +$93 +3 +0.3%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$35.8K +$20.5K +661 +144%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$32K +$62 +2 +0.2%
TF
99
Tompkins Financial
New York
$31.3K
TRCT
100
Tower Research Capital (TRC)
New York
$30.6K +$29.5K +952 New

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.