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Fidelity Enhanced Large Cap Core ETF
FELC

78 hedge funds and large institutions have $445M invested in Fidelity Enhanced Large Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,273% more call options, than puts

Call options by funds: $712K | Put options by funds: $30K

217% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 12

99% more capital invested

Capital invested by funds: $223M → $445M (+$222M)

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

10% more funds holding

Funds holding: 71 → 78 (+7)

6.71% more ownership

Funds ownership: 11.51% → 18.22% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
38
Reduced
12
Closed
11
Calls
$712K
Puts
$30K
Net Calls
+$682K
Net Calls Change
-$30K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.48M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$981K
5
MML Investors Services
MML Investors Services
Massachusetts
+$808K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$23.3M
2
SW
SVB Wealth
Massachusetts
-$760K
3
Morgan Stanley
Morgan Stanley
New York
-$754K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$726K
5
RFA
Rollins Financial Advisors
New York
-$384K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$382M +$199M +7,122,581 +122%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.4M +$10.5M +375,082 +174%
AWM
3
Able Wealth Management
New Jersey
$4.64M -$55.4K -1,980 -1%
LPL Financial
4
LPL Financial
California
$3.84M -$344K -12,292 -9%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.4M +$17.6K +629 +0.8%
AWM
6
AAF Wealth Management
Massachusetts
$2.3M -$5.91K -211 -0.3%
RFA
7
Rollins Financial Advisors
New York
$2.24M -$384K -13,730 -15%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.21M -$23.3M -833,257 -92%
BSW
9
Buckingham Strategic Wealth
Missouri
$2M – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.89M +$981K +35,058 +121%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.8M +$808K +28,880 +90%
LNC
12
Lincoln National Corp
Pennsylvania
$1.7M +$477K +17,045 +42%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.7M +$287K +10,247 +22%
Citadel Advisors
14
Citadel Advisors
Florida
$1.56M +$1.48M +52,842 New
EWA
15
EP Wealth Advisors
California
$1.03M +$125K +4,474 +15%
MG
16
Mather Group
Illinois
$978K – – –
CAC
17
Certified Advisory Corp
Florida
$977K +$392 +14 +0%
BFM
18
Broadview Financial Management
Wisconsin
$956K +$57.5K +2,053 +7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$850K +$807K +28,829 New
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$831K +$342K +12,201 +76%
PA
21
Parallel Advisors
California
$648K +$2.13K +76 +0.3%
KAS
22
Kestra Advisory Services
Texas
$637K +$191K +6,838 +46%
Mariner
23
Mariner
Kansas
$503K +$65.2K +2,330 +16%
Morgan Stanley
24
Morgan Stanley
New York
$501K -$754K -26,941 -61%
AFG
25
ABLE Financial Group
Arizona
$501K – – –
1
2 3 4

FELC Hedge Fund Activity: Q1 2024 in Review

78 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Core ETF (FELC) for Q1 2024, worth a combined $445M — up 99% from $223M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FELC positions and 11 closed out — a net gain of 8 holders — while 38 added to existing stakes and 12 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $199M. The largest seller was Osaic Holdings, cutting an estimated $23.3M.

  • 78 institutional investors held Fidelity Enhanced Large Cap Core ETF (FELC) as of Q1 2024, up from 71 in Q4 2023.
  • Funds reported $445M of Fidelity Enhanced Large Cap Core ETF stock for Q1 2024, up 99% quarter-over-quarter.
  • 19 funds opened new Fidelity Enhanced Large Cap Core ETF positions in Q1 2024 and 11 closed out, a net change of +8 holders.
  • The largest Fidelity Enhanced Large Cap Core ETF buyer in Q1 2024 was Fidelity Investments, an estimated $199M added.
  • The largest Fidelity Enhanced Large Cap Core ETF seller in Q1 2024 was Osaic Holdings, an estimated $23.3M sold.

Based on aggregated 13F filings for Q1 2024.