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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
AF
101
Allworth Financial
California
$135K +$8.63K +261 +7%
AT
102
Arlington Trust
Alabama
$126K
EB
103
Eastern Bank
Massachusetts
$119K +$331 +10 +0.3%
IA
104
IFP Advisors
Florida
$113K +$265 +8 +0.2%
GJIA
105
Glass Jacobson Investment Advisors
Maryland
$105K +$298 +9 +0.3%
RDFA
106
Ritter Daniher Financial Advisory
Ohio
$93.8K
SPIA
107
Steward Partners Investment Advisory
New York
$86.1K +$3.84K +116 +5%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$82K +$82.3K +2,489 New
OAJ
109
Ogorek Anthony Joseph
New York
$81K +$232 +7 +0.3%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$73.2K
SS
111
Sunbelt Securities
Texas
$63K +$165 +5 +0.3%
UBS Group
112
UBS Group
Switzerland
$55.6K +$55.9K +1,689 New
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$54.8K +$21.7K +656 +66%
ME
114
McIlrath & Eck
Washington
$51.6K +$132 +4 +0.3%
EWM
115
EPG Wealth Management
Georgia
$50K +$165 +5 +0.3%
CAL
116
Capital Analysts LLC
Pennsylvania
$50K -$4.6K -139 -8%
NA
117
NewEdge Advisors
Louisiana
$48.3K +$132 +4 +0.3%
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$40.3K
CAS
119
Coppell Advisory Solutions
Texas
$38.7K +$99 +3 +0.3%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$36.9K
TF
121
Tompkins Financial
New York
$32.1K
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$30K +$29.8K +900 New
MCM
123
MAI Capital Management
Ohio
$29.8K +$29.9K +904 New
BTI
124
Blue Trust Inc
Georgia
$29.6K +$28K +847 +1,661%
DF
125
Dunhill Financial
United Kingdom
$28.3K

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.