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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.29B +$354M +10,715,354 +38%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$92M +$43.2M +1,306,722 +88%
KWM
3
KFG Wealth Management
Indiana
$61.1M +$14M +422,148 +29%
Osaic Holdings
4
Osaic Holdings
Arizona
$44.7M +$34.9M +1,054,742 +349%
SFA
5
Salus Financial Advisors
Colorado
$29.2M +$29.4M +888,229 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$28.7M +$2.3M +69,487 +9%
LPL Financial
7
LPL Financial
California
$25.3M +$14.3M +430,961 +127%
JP Morgan Chase
8
JP Morgan Chase
New York
$19.7M +$2.9M +87,745 +17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$12.6M +$432K +13,048 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$12M +$12.1M +364,523 New
AAS
11
Avantax Advisory Services
Texas
$9.27M +$482K +14,565 +5%
KAS
12
Kestra Advisory Services
Texas
$6.84M +$2.4M +72,470 +54%
FPGK
13
Financial Partners Group (Kansas)
Kansas
$5.8M +$1.23M +37,307 +27%
AWM
14
Able Wealth Management
New Jersey
$5.07M +$116K +3,499 +2%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.91M +$1.85M +55,934 +60%
Renaissance Technologies
16
Renaissance Technologies
New York
$4.71M +$731K +22,100 +18%
LCC
17
Lincoln Capital Corp
Rhode Island
$4.28M +$4.3M +129,957 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.18M +$1.99M +60,008 +90%
WN
19
Williams & Novak
California
$4.1M +$2.03M +61,278 +97%
KAS
20
KPP Advisory Services
Kentucky
$3.42M +$107K +3,224 +3%
Stifel Financial
21
Stifel Financial
Missouri
$3.25M +$3.27M +98,725 New
Jane Street
22
Jane Street
New York
$2.91M +$2.93M +88,434 New
RWA
23
Rooted Wealth Advisors
Illinois
$2.65M +$362K +10,934 +16%
AWM
24
AAF Wealth Management
Massachusetts
$2.37M -$32.4K -979 -1%
RFA
25
Rollins Financial Advisors
New York
$2.27M -$18.7K -565 -0.8%

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.