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Fidelity Enhanced Large Cap Value ETF
FELV

162 hedge funds and large institutions have $875M invested in Fidelity Enhanced Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

9% more funds holding

Funds holding: 148 → 162 (+14)

2.32% more ownership

Funds ownership: 30.81% → 33.12% (+2.3%)

3% more capital invested

Capital invested by funds: $848M → $875M (+$27.3M)

89% less call options, than puts

Call options by funds: $4K | Put options by funds: $37K

Holders
162
Holders Change
+14
Holders Change %
+9.46%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
27
Increased
68
Reduced
35
Closed
8
Calls
$4K
Puts
$37K
Net Calls
-$33K
Net Calls Change
+$9K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.82M
4
MIM
Marshall Investment Management
Colorado
+$6.03M
5
LPL Financial
LPL Financial
California
+$5.25M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$10.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.58M
3
AF
Align Financial
Minnesota
-$2.43M
4
KAS
Kestra Advisory Services
Texas
-$2.42M
5
SWP
Stratos Wealth Partners
Ohio
-$466K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$564M +$51.1M +1,428,259 +10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$70M +$6.82M +190,516 +11%
IFA
3
Independence Financial Advisors
New Hampshire
$34.7M +$1.59M +44,378 +5%
LPL Financial
4
LPL Financial
California
$25.5M +$5.25M +146,571 +25%
SFG
5
Sowa Financial Group
Rhode Island
$22.6M +$5.51K +154 +0%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$16.7M +$17.1M +477,196 New
Raymond James Financial
7
Raymond James Financial
Florida
$11.5M +$2.79M +78,079 +31%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.59M +$490K +13,686 +6%
WC
9
Weil Company
California
$8.45M -$63.6K -1,776 -0.7%
ARG
10
Advisory Resource Group
Oklahoma
$7.49M +$253K +7,058 +3%
FIC
11
FCG Investment Company
Tennessee
$7.48M +$7.66M +214,137 New
Osaic Holdings
12
Osaic Holdings
Arizona
$6.37M -$10.6M -297,488 -62%
MIM
13
Marshall Investment Management
Colorado
$5.88M +$6.03M +168,479 New
KAS
14
Kestra Advisory Services
Texas
$4.85M -$2.42M -67,487 -33%
JWCA
15
J.W. Cole Advisors
Florida
$4.82M -$117K -3,272 -2%
IWM
16
IHT Wealth Management
Illinois
$4.3M +$2.91M +81,324 +194%
PWC
17
Pathfinder Wealth Consulting
North Carolina
$4.1M +$233K +6,512 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.66M +$272K +7,596 +8%
IAG
19
Investmark Advisory Group
Connecticut
$3.23M +$209K +5,840 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.95M -$3.58M -100,024 -54%
PWCM
21
Processus Wealth & Capital Management
Tennessee
$2.7M -$65.2K -1,823 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.56M +$1.56M +43,486 +146%
SWP
23
Stratos Wealth Partners
Ohio
$2.48M -$466K -13,008 -15%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.06M +$1.7M +47,454 +407%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.02M – – –
1
2 3 4 5

FELV Hedge Fund Activity: Q1 2026 in Review

162 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2026, worth a combined $875M — up 3.2% from $848M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FELV positions and 8 closed out — a net gain of 19 holders — while 68 added to existing stakes and 35 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $51.1M. The largest seller was Osaic Holdings, cutting an estimated $10.6M.

  • 162 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2026, up from 148 in Q4 2025.
  • Funds reported $875M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2026, up 3.2% quarter-over-quarter.
  • 27 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2026 and 8 closed out, a net change of +19 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2026 was Fidelity Investments, an estimated $51.1M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2026 was Osaic Holdings, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2026.