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Fidelity Enhanced Large Cap Core ETF

111 hedge funds and large institutions have $1.19B invested in Fidelity Enhanced Large Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $156K | Put options by funds: $29K

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more capital invested

Capital invested by funds: $708M → $1.19B (+$479M)

17% more funds holding

Funds holding: 95111 (+16)

8.35% more ownership

Funds ownership: 24.49%32.83% (+8.3%)

Holders
111
Holders Change
+16
Holders Change %
+16.84%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
51
Reduced
21
Closed
7
Calls
$156K
Puts
$29K
Net Calls
+$127K
Net Calls Change
-$165K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$914M +$296M +9,573,314 +51%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$47.7M +$10.4M +335,915 +29%
KWM
3
KFG Wealth Management
Indiana
$45.9M +$44.3M +1,431,898 New
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$25.8M +$24.8M +800,383 +31,824%
JP Morgan Chase
5
JP Morgan Chase
New York
$16.4M +$15.8M +509,054 +17,256%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$13.6M +$5.19M +167,601 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.8M -$6.96M -224,917 -38%
RJA
8
Raymond James & Associates
Florida
$11M +$6.91M +223,192 +188%
LPL Financial
9
LPL Financial
California
$10.9M +$3.04M +98,326 +41%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.7M +$2.55M +82,534 +38%
AAS
11
Avantax Advisory Services
Texas
$8.57M +$664K +21,466 +9%
AWM
12
Able Wealth Management
New Jersey
$4.82M -$20.3K -656 -0.4%
FPGK
13
Financial Partners Group (Kansas)
Kansas
$4.45M +$2.97M +95,886 +224%
KAS
14
Kestra Advisory Services
Texas
$4.34M +$392K +12,659 +10%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.88M +$238K +7,700 +7%
KAS
16
KPP Advisory Services
Kentucky
$3.23M +$3.11M +100,555 New
MML Investors Services
17
MML Investors Services
Massachusetts
$2.99M +$398K +12,858 +16%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.76M +$868K +28,029 +48%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$2.41M +$2.33M +75,138 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.37M +$1.63M +52,536 +247%
AWM
21
AAF Wealth Management
Massachusetts
$2.34M -$6.87K -222 -0.3%
RFA
22
Rollins Financial Advisors
New York
$2.23M -$82.3K -2,658 -4%
RWA
23
Rooted Wealth Advisors
Illinois
$2.2M +$2.14M +69,164 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.15M -$83.7K -2,705 -4%
WN
25
Williams & Novak
California
$2.03M +$1.96M +63,279 New

FELC Hedge Fund Activity: Q3 2024 in Review

111 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Core ETF (FELC) for Q3 2024, worth a combined $1.19B — up 68% from $708M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FELC positions and 7 closed out — a net gain of 18 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $296M. The largest seller was Envestnet Asset Management, cutting an estimated $6.96M.

  • 111 institutional investors held Fidelity Enhanced Large Cap Core ETF (FELC) as of Q3 2024, up from 95 in Q2 2024.
  • Funds reported $1.19B of Fidelity Enhanced Large Cap Core ETF stock for Q3 2024, up 68% quarter-over-quarter.
  • 25 funds opened new Fidelity Enhanced Large Cap Core ETF positions in Q3 2024 and 7 closed out, a net change of +18 holders.
  • The largest Fidelity Enhanced Large Cap Core ETF buyer in Q3 2024 was Fidelity Investments, an estimated $296M added.
  • The largest Fidelity Enhanced Large Cap Core ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $6.96M sold.

Based on aggregated 13F filings for Q3 2024.