Fidelity Enhanced Large Cap Value ETF

FELV

Market cap $2.44B

Overview Fund Activity

33.36 USD

+0.09

0.27%

At close Updated Sep 15, 4:00 PM EDT

1 day

0.27%

5 days

0.82%

1 month

2.65%

3 months

6.85%

6 months

8.17%

Year to date

9.81%

1 year

9.2%

5 years

33.12%

10 years

33.12%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 2 (+1) [Q2]

100% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 26

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $560M [Q1] → $635M (+$74.6M) [Q2]

9% more funds holding

Funds holding: 124 [Q1] → 135 (+11) [Q2]

1.77% more ownership

Funds ownership: 25.63% [Q1] → 27.41% (+1.77%) [Q2]

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Financial journalist opinion

Building a Diversified Portfolio With Fidelity ETFs: A Step-by-Step Guide

For many investors, building a diversified portfolio is one of the first steps in investing. Fidelity Investments' extensive range of ETFs offers a powerful toolkit to achieve this.

Building a Diversified Portfolio With Fidelity ETFs: A Step-by-Step Guide

FELV: Not Flawless But Fit For Value, Quality Investors' Playbooks, A Hold

FELV is an actively managed ETF focused on inexpensive large-cap stocks. Since its conversion in November 2023, it has beaten a few value-centered peers with ease but trailed the S&P 500 ETF. With 359 equities and BRK.B as the key holding, its portfolio sports material quality exposure and 5.2% adjusted weighted-average earnings yield. Growth exposure is subpar, though.

FELV: Not Flawless But Fit For Value, Quality Investors' Playbooks, A Hold

Under the Hood of Fidelity's Enhanced Growth & Value ETFs

Many investors look to large-cap growth or value ETFs for core equity exposure. Fidelity has two funds in its Enhanced ETF suite that may be able to add a growth or value tilt to a portfolio's equity exposure: the Fidelity Enhanced Large Cap Growth ETF (FELG) and the Fidelity Enhanced Large Cap Value ETF (FELV).

Under the Hood of Fidelity's Enhanced Growth & Value ETFs

Fidelity's Active High-Yield Bond ETF Stands Out for Low Cost

Cost is one reason why investors may prefer the ETF wrapper over mutual funds for active high-yield bond exposure. ETFs charge shareholders an expense ratio, which pays for fund management and operations.

Fidelity's Active High-Yield Bond ETF Stands Out for Low Cost

Value Investing Sliced 4 Different Ways

Many opportunities exist for advisors and investors looking to increase their value allocations or simply diversify their large-cap exposures heading into the end of the year. Fidelity offers value investing in several different strategy types to complement a variety of equity portfolios.

Value Investing Sliced 4 Different Ways

Fidelity Slashes Price on Its Active High Yield ETF

Fidelity Investments is making changes to its active high yield ETF, effectively lowering costs for investors. The fund's name changed from The Fidelity High Yield Factor ETF to the Fidelity Enhanced High Yield ETF on Oct. 10.

Fidelity Slashes Price on Its Active High Yield ETF

6 ETFs to Enhance Your Equity Portfolio

While some debate the merits of active versus passive investment, advisors and investors no longer have to choose one over the other. The Fidelity Enhanced ETFs offer the best of both worlds by providing exposures similar to core equity benchmarks but with the benefits of active management.

6 ETFs to Enhance Your Equity Portfolio

Fidelity Offers Core Equity Exposure with Active Benefits

Many funds exist for equity investors, but few combine the benefits of core exposures alongside active management. The Fidelity Enhanced ETF suite seeks to outperform its benchmarks through its active strategy.

Fidelity Offers Core Equity Exposure with Active Benefits

The Potential Benefits of Fidelity's Enhanced ETF Core Equity Suite

A plethora of strategies exist for investors looking for core equity exposure, but investors may want to consider the Fidelity Enhanced ETF equity suite. These ETFs, converted from mutual funds last November, carried over 15 years of trading for the strategies while seeking to outperform their various benchmarks.

Beyond Index Investing – Seeking Enhanced Outcomes Through Large Cap ETF FELC

Last year saw active investing take the ETF universe by storm. From the ETF rule's arrival back in 2019 to a growing trend of mutual fund conversions, active ETFs have gained significant interest with their goal to navigate volatility and seek outperformance.

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