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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
CWA
126
Canvas Wealth Advisors
Kansas
$307K -$2.89M -76,767 -91%
LWL
127
Leo Wealth LLC
Texas
$304K +$8.37K +222 +3%
TCM
128
TD Capital Management
Tennessee
$295K +$679 +18 +0.2%
SWM
129
Spire Wealth Management
Virginia
$291K -$10.7K -283 -4%
CAL
130
Capital Analysts LLC
Pennsylvania
$290K +$198K +5,245 +224%
HAS
131
HBW Advisory Services
California
$284K
AWM
132
AE Wealth Management
Kansas
$281K +$56.2K +1,490 +25%
PJSIMP
133
P.J. Schmidt Investment Management (PJS)
Wisconsin
$277K +$7.99K +212 +3%
WA
134
Wealthstar Advisors
Texas
$276K +$9.35K +248 +4%
SFA
135
Sequoia Financial Advisors
Ohio
$271K +$267K +7,093 New
IAG
136
Investment Advisory Group
Massachusetts
$269K
CW
137
CreativeOne Wealth
Kansas
$267K +$566 +15 +0.2%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$265K +$123K +3,253 +88%
KWMG
139
King Wealth Management Group
Florida
$260K +$490 +13 +0.2%
SWIG
140
Strategic Wealth Investment Group
Kentucky
$248K +$528 +14 +0.2%
Fisher Asset Management
141
Fisher Asset Management
Washington
$248K -$50K -1,327 -17%
SOS
142
Silver Oak Securities
Tennessee
$247K +$243K +6,434 New
MWM
143
Marion Wealth Management
Pennsylvania
$243K +$239K +6,338 New
S
144
SignatureFD
Georgia
$242K
FG
145
Fiduciary Group
Georgia
$242K
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$238K +$175K +4,634 +290%
RWM
147
Rolek Wealth Management
Pennsylvania
$231K +$113 +3 +0%
RIS
148
Retirement Income Solutions
Michigan
$226K
NAS
149
NWF Advisory Services
California
$224K
PA
150
Powerhouse Assets
Massachusetts
$223K +$221K +5,849 New