We are live on ! Find out more
FELC icon

Fidelity Enhanced Large Cap Core ETF

71 hedge funds and large institutions have $223M invested in Fidelity Enhanced Large Cap Core ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5,933% more call options, than puts

Call options by funds: $724K | Put options by funds: $12K

11.51% more ownership

Funds ownership: 0%11.51% (+12%)

Holders
71
Holders Change
+71
Holders Change %
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
71
Increased
Reduced
Closed
Calls
$724K
Puts
$12K
Net Calls
+$712K
Net Calls Change
+$712K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$155M +$150M +5,821,876 New
Osaic Holdings
2
Osaic Holdings
Arizona
$24.1M +$23.4M +908,022 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.72M +$5.55M +215,143 New
AWM
4
Able Wealth Management
New Jersey
$4.23M +$4.1M +159,136 New
LPL Financial
5
LPL Financial
California
$3.79M +$3.68M +142,604 New
RF
6
Rollins Financial
Georgia
$2.39M +$2.32M +89,767 New
RFA
7
Rollins Financial Advisors
New York
$2.39M +$2.32M +89,767 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.15M +$2.09M +80,846 New
AWM
9
AAF Wealth Management
Massachusetts
$2.08M +$2.02M +78,199 New
BSW
10
Buckingham Strategic Wealth
Missouri
$1.8M +$1.75M +67,682 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.26M +$1.22M +47,292 New
Morgan Stanley
12
Morgan Stanley
New York
$1.17M +$1.13M +43,920 New
LNC
13
Lincoln National Corp
Pennsylvania
$1.08M +$1.05M +40,560 New
MG
14
Mather Group
Illinois
$978K +$949K +36,785 New
CAC
15
Certified Advisory Corp
Florida
$879K +$853K +33,088 New
MML Investors Services
16
MML Investors Services
Massachusetts
$857K +$832K +32,258 New
EWA
17
EP Wealth Advisors
California
$810K +$786K +30,487 New
BFM
18
Broadview Financial Management
Wisconsin
$807K +$783K +30,369 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$769K +$747K +28,949 New
SW
20
SVB Wealth
Massachusetts
$760K +$738K +28,609 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$726K +$704K +27,311 New
PA
22
Parallel Advisors
California
$582K +$564K +21,879 New
AFG
23
ABLE Financial Group
Arizona
$451K +$438K +16,975 New
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$425K +$413K +15,999 New
VFA
25
Valeo Financial Advisors
Indiana
$413K +$401K +15,539 New

FELC Hedge Fund Activity: Q4 2023 in Review

71 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Core ETF (FELC) for Q4 2023, worth a combined $223M.

Buyers outnumbered sellers: 71 funds opened new FELC positions and 0 closed out — a net gain of 71 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $150M.

  • 71 institutional investors held Fidelity Enhanced Large Cap Core ETF (FELC) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $223M of Fidelity Enhanced Large Cap Core ETF stock for Q4 2023.
  • 71 funds opened new Fidelity Enhanced Large Cap Core ETF positions in Q4 2023 and 0 closed out, a net change of +71 holders.
  • The largest Fidelity Enhanced Large Cap Core ETF buyer in Q4 2023 was Fidelity Investments, an estimated $150M added.

Based on aggregated 13F filings for Q4 2023.