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Fidelity Enhanced Large Cap Core ETF
FELC

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: 2 → 4 (+2)

45% more capital invested

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

27% more funds holding

Funds holding: 111 → 141 (+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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$354M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$43.2M
3
Osaic Holdings
Osaic Holdings
Arizona
+$34.9M
4
LPL Financial
LPL Financial
California
+$14.3M
5
KWM
KFG Wealth Management
Indiana
+$14M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.29M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.37M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.05M
4
TGAM
TBH Global Asset Management
Tennessee
-$1.78M
5
BAM
Belpointe Asset Management
Nevada
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$303K +$304K +9,189 New
TGAM
77
TBH Global Asset Management
Tennessee
$295K -$1.78M -53,731 -89%
TSS
78
Two Sigma Securities
New York
$292K +$294K +8,879 New
EH
79
Equitable Holdings
New York
$279K +$280K +8,468 New
FP
80
Financial Perspectives
Minnesota
$267K +$25K +756 +10%
TCM
81
TD Capital Management
Tennessee
$252K +$695 +21 +0.3%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$249K +$250K +7,552 New
PA
83
Pinnacle Associates
New York
$246K +$248K +7,485 New
IAG
84
Investment Advisory Group
Massachusetts
$231K – – –
HAS
85
HBW Advisory Services
California
$226K +$2.28K +69 +1%
KWMG
86
King Wealth Management Group
Florida
$223K +$496 +15 +0.2%
Fisher Asset Management
87
Fisher Asset Management
Washington
$222K +$223K +6,737 New
SWIG
88
Strategic Wealth Investment Group
Kentucky
$212K -$41.4K -1,253 -16%
FG
89
Fiduciary Group
Georgia
$208K -$4.13K -125 -2%
WA
90
Wealthstar Advisors
Texas
$203K +$204K +6,178 New
FFA
91
Farther Finance Advisors
California
$202K – – –
EWA
92
EP Wealth Advisors
California
$200K +$24.2K +733 +14%
EW
93
Element Wealth
Mississippi
$179K +$180K +5,436 New
RF
94
Roxbury Financial
New Jersey
$176K +$172K +5,200 New
US Bancorp
95
US Bancorp
Minnesota
$174K +$860 +26 +0.5%
CAM
96
Clarity Asset Management
Iowa
$173K +$174K +5,245 New
PS
97
Principal Securities
Iowa
$163K +$44.5K +1,345 +37%
Wells Fargo
98
Wells Fargo
California
$153K +$134K +4,041 +668%
Comerica Bank
99
Comerica Bank
Texas
$149K – – –
KWAG
100
Kiely Wealth Advisory Group
North Carolina
$136K +$364 +11 +0.3%
2 3
4
5 6

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.