We are live on ! Find out more
FELG icon

Fidelity Enhanced Large Cap Growth ETF

143 hedge funds and large institutions have $800M invested in Fidelity Enhanced Large Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 24

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $675M → $800M (+$125M)

10% more funds holding

Funds holding: 130143 (+13)

5.14% more ownership

Funds ownership: 21.3%26.44% (+5.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
64
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$174M +$11.5M +333,741 +6%
MML Investors Services
2
MML Investors Services
Massachusetts
$157M +$6.55M +189,321 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$75M +$38.7M +1,118,173 +89%
EH
4
Equitable Holdings
New York
$42.8M +$47M +1,358,700 New
LPL Financial
5
LPL Financial
California
$39.2M +$23.2M +669,864 +117%
Osaic Holdings
6
Osaic Holdings
Arizona
$32.7M +$23.2M +671,319 +183%
Raymond James Financial
7
Raymond James Financial
Florida
$26.1M +$15.6M +450,913 +120%
KIM
8
Kestra Investment Management
Texas
$24.8M +$12.1M +348,715 +79%
SIA
9
Spectrum Investment Advisors
Wisconsin
$20.9M -$45.5K -1,315 -0.2%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$19.7M
JP Morgan Chase
11
JP Morgan Chase
New York
$15.6M +$2.43M +70,243 +17%
KAS
12
Kestra Advisory Services
Texas
$15.1M +$2.93M +84,724 +22%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$14.4M +$3.08M +89,114 +24%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$12.1M +$1.5M +43,297 +13%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$11.9M +$1.77M +51,311 +16%
PAG
16
Private Advisor Group
New Jersey
$8.75M +$5.23M +151,241 +120%
SPA
17
Sentinel Pension Advisors
Massachusetts
$8.58M +$911K +26,331 +11%
Truist Financial
18
Truist Financial
North Carolina
$6.44M +$6.43K +186 +0.1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.98M -$616K -17,807 -10%
IWC
20
Integrated Wealth Concepts
Massachusetts
$4.62M +$233K +6,748 +5%
PRI
21
Prepared Retirement Institute
Pennsylvania
$4.59M +$5.04M +145,626 New
MMH
22
Menora Mivtachim Holdings
Israel
$4.29M +$4.71M +136,061 New
SA
23
Sanctuary Advisors
Indiana
$4.08M -$1.46M -42,158 -25%
AAS
24
Avantax Advisory Services
Texas
$3.87M +$1.64M +47,350 +63%
FWA
25
Flagship Wealth Advisors
Massachusetts
$3.63M +$2.4M +69,429 +151%