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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

133 hedge funds and large institutions have $634M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
51
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$404M
2
IFA
2
Independence Financial Advisors
New Hampshire
$27.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$54.9M
4
WC
4
Weil Company
California
$8.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.89M
2
KAS
2
Kestra Advisory Services
Texas
$5.19M
3
SWP
3
Stratos Wealth Partners
Ohio
$6.44M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.14M
5
Goldman Sachs
5
Goldman Sachs
New York
$635K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$404M 12,716,984 +904,562 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$54.9M 1,727,871 +321,351 +23%
IFA
3
Independence Financial Advisors
New Hampshire
$27.8M 873,531 +843,354 +2,795%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.8M 842,672 +173,460 +26%
SFG
5
Sowa Financial Group
Rhode Island
$19.4M 609,518 +67,863 +13%
LPL Financial
6
LPL Financial
California
$14.6M 459,664 +17,680 +4%
WC
7
Weil Company
California
$8.05M 253,501 +253,501 New
SWP
8
Stratos Wealth Partners
Ohio
$6.44M 202,687 -87,901 -30%
KAS
9
Kestra Advisory Services
Texas
$5.19M 163,451 -127,700 -44%
ARG
10
Advisory Resource Group
Oklahoma
$5.05M 158,996 +11,774 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.49M 141,229 +125,809 +816%
Raymond James Financial
12
Raymond James Financial
Florida
$4.01M 126,084 +58,582 +87%
JWCA
13
J.W. Cole Advisors
Florida
$3.42M 107,524 -2,470 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.4M 107,080 +6,206 +6%
PWCM
15
Processus Wealth & Capital Management
Tennessee
$2.47M 77,638 -1,671 -2%
Citadel Advisors
16
Citadel Advisors
Florida
$2.28M 71,647 +49,459 +223%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.14M 67,221 -80,253 -54%
PAG
18
Private Advisor Group
New Jersey
$2.03M 64,019 -17,570 -22%
IAG
19
Investmark Advisory Group
Connecticut
$2M 62,945 +62,945 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.89M 61,751 -773,560 -93%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.84M 57,961 – –
EFS
22
Essex Financial Services
Connecticut
$1.52M 47,906 +449 +0.9%
SS
23
Sunbelt Securities
Texas
$1.46M 47,873 +1,431 +3%
NA
24
NewEdge Advisors
Louisiana
$1.41M 44,531 -9,867 -18%
IAG
25
Investment Advisory Group
Massachusetts
$1.2M 37,888 +9 +0%
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