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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.8B +$319M +8,462,725 +22%
FFA
2
Fragasso Financial Advisors
Pennsylvania
$138M +$5.96M +157,975 +5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$127M +$18.4M +489,073 +17%
KWM
4
KFG Wealth Management
Indiana
$103M +$8.28M +219,527 +9%
LPL Financial
5
LPL Financial
California
$101M +$11.4M +301,991 +13%
EC
6
EdgeRock Capital
Colorado
$75.1M +$1.04M +27,562 +1%
HighTower Advisors
7
HighTower Advisors
Illinois
$65.2M +$7.22M +191,407 +13%
SWM
8
SHP Wealth Management
Massachusetts
$58.2M +$57.5M +1,525,842 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$53.3M +$40.5M +1,073,930 +333%
Osaic Holdings
10
Osaic Holdings
Arizona
$49.6M -$2.15M -57,124 -4%
NA
11
NewEdge Advisors
Louisiana
$43.7M +$11.1M +293,583 +34%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$43.2M +$13.4M +355,835 +46%
Two Sigma Investments
13
Two Sigma Investments
New York
$42.5M +$6.21M +164,700 +17%
KAS
14
Kestra Advisory Services
Texas
$33.7M +$1.75M +46,313 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$29.7M +$7.84M +207,910 +36%
JP Morgan Chase
16
JP Morgan Chase
New York
$27.4M +$1.88M +49,881 +7%
Ameriprise
17
Ameriprise
Minnesota
$23.8M +$17.8M +472,558 +314%
BSTWA
18
Blake Schutter Theil Wealth Advisors
Ohio
$18.3M +$18.1M +480,387 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$18.2M +$349K +9,261 +2%
MWM
20
Mascoma Wealth Management
New Hampshire
$15.2M +$342K +9,068 +2%
Bank of America
21
Bank of America
North Carolina
$14.8M +$13.9M +367,736 +1,905%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$13.1M -$3.68M -97,581 -22%
FFG
23
Fortress Financial Group
Minnesota
$11.4M +$621K +16,469 +6%
FWA
24
Flagship Wealth Advisors
Massachusetts
$9.25M +$1.51M +40,074 +20%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$8.66M -$49.2K -1,304 -0.6%