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Fidelity Enhanced Large Cap Core ETF

221 hedge funds and large institutions have $3.12B invested in Fidelity Enhanced Large Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 107 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 32

167% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 18

71% more call options, than puts

Call options by funds: $331K | Put options by funds: $194K

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

26% more capital invested

Capital invested by funds: $2.48B → $3.12B (+$639M)

15% more funds holding

Funds holding: 192221 (+29)

5.2% more ownership

Funds ownership: 46.6%51.81% (+5.2%)

Holders
221
Holders Change
+29
Holders Change %
+15.1%
% of All Funds
2.69%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
48
Increased
107
Reduced
32
Closed
18
Calls
$331K
Puts
$194K
Net Calls
+$137K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$1.07M +$115K +3,045 +12%
BFM
77
Broadview Financial Management
Wisconsin
$998K -$191K -5,065 -16%
AWM
78
Axxcess Wealth Management
California
$989K +$2.19K +58 +0.2%
MAG
79
Mayfair Advisory Group
Alabama
$912K +$22.1K +587 +3%
SFA
80
Salus Financial Advisors
Colorado
$871K -$1.13K -30 -0.1%
Lido Advisors
81
Lido Advisors
California
$864K
CAG
82
Csenge Advisory Group
Florida
$836K +$45.4K +1,205 +6%
PIAS
83
PCA Investment Advisory Services
Ohio
$772K +$763K +20,223 New
ASN
84
Advisory Services Network
Georgia
$767K +$108K +2,872 +17%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$764K +$754K +20,006 New
BFS
86
BridgePort Financial Solutions
Iowa
$764K
NFG
87
Nations Financial Group
Iowa
$643K +$405K +10,733 +176%
AW
88
Alchemi Wealth
Connecticut
$637K +$629K +16,685 New
VFA
89
Valeo Financial Advisors
Indiana
$631K +$1.28K +34 +0.2%
CIA
90
Concurrent Investment Advisors
Florida
$585K -$2.94K -78 -0.5%
EWM
91
Elevation Wealth Management
Minnesota
$573K +$566K +15,015 New
GP
92
Geneva Partners
Wisconsin
$564K +$9.95K +264 +2%
FP
93
Financial Perspectives
Minnesota
$560K +$69.1K +1,833 +14%
MCC
94
Money Concepts Capital
Florida
$546K +$539K +14,307 New
UBS Group
95
UBS Group
Switzerland
$532K -$30.5K -808 -5%
BW
96
BIP Wealth
Georgia
$530K +$523K +13,874 New
KWM
97
Kingsview Wealth Management
Oregon
$520K +$11.6K +308 +2%
MWM
98
Modera Wealth Management
New Jersey
$519K -$114K -3,028 -18%
SS
99
Sunbelt Securities
Texas
$514K +$131K +3,481 +35%
NCM
100
NCM Capital Management
New Jersey
$512K +$1.13K +30 +0.2%