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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
CA
126
CoreCap Advisors
Michigan
$28.1K +$99 +3 +0.4%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$26.7K +$19.7K +596 +279%
GRP
128
Global Retirement Partners
California
$25.8K +$662 +20 +3%
AWM
129
AE Wealth Management
Kansas
$20.6K +$20.7K +626 New
AG
130
AmeriFlex Group
Nevada
$11.6K +$11.3K +343 New
CFB
131
Cullen/Frost Bankers
Texas
$10.2K +$10.3K +310 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$10K -$83K -2,510 -89%
AssetMark Inc
133
AssetMark Inc
California
$8.43K +$8.47K +256 New
CWP
134
Concord Wealth Partners
Virginia
$8.3K +$33 +1 +0.4%
JFA
135
JNBA Financial Advisors
Minnesota
$6.78K
EWA
136
EverSource Wealth Advisors
Alabama
$6.16K +$6.19K +187 New
GWSA
137
Global Wealth Strategies & Associates
Colorado
$4.84K
GWM
138
Geneos Wealth Management
Colorado
$3.75K +$3.77K +114 New
LFA
139
Legend Financial Advisors
Pennsylvania
$3.26K
Bank of America
140
Bank of America
North Carolina
$988 +$992 +30 New
GSWM
141
Golden State Wealth Management
California
$757 +$761 +23 New
OLVIG
142
Oliver Lagore Vanvalin Investment Group
Michigan
$2
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
-$2.37M -73,785 Closed
BAM
144
Belpointe Asset Management
Nevada
-$1.44M -44,860 Closed
Citadel Advisors
145
Citadel Advisors
Florida
-$1.13M -35,287 Closed
HF
146
HRT Financial
New York
-$508K -15,831 Closed
JWCA
147
J.W. Cole Advisors
Florida
-$220K -6,853 Closed
AF
148
Advisornet Financial
Minnesota
-$111K -3,453 Closed
TRCT
149
Tower Research Capital (TRC)
New York
-$30.6K -952 Closed
MHR
150
Matthew Hamilton Rosenberg
-$22.8K -709 Closed

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.