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Fidelity Enhanced Large Cap Value ETF

139 hedge funds and large institutions have $708M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.79% more ownership

Funds ownership: 28.09%28.88% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $41K

Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$41K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPWA
26
Vestia Personal Wealth Advisors
Indiana
$1.13M
Creative Planning
27
Creative Planning
Kansas
$874K
CFS
28
CRA Financial Services
New Jersey
$766K
JIR
29
James Investment Research
Ohio
$738K
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$729K
BPA
31
Beacon Pointe Advisors
California
$726K
Morgan Stanley
32
Morgan Stanley
New York
$702K
HAP
33
Harbor Asset Planning
Massachusetts
$685K
BCWM
34
Ball & Co Wealth Management
Tennessee
$677K
RWP
35
RWA Wealth Partners
Massachusetts
$671K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$659K
NRI
37
NFP Retirement Inc
California
$650K
WA
38
WBH Advisory
Maryland
$625K
CAM
39
Clarity Asset Management
Iowa
$589K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$570K
HI
41
Harbour Investments
Wisconsin
$567K
LFG
42
Larson Financial Group
Missouri
$544K
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$542K
SIG
44
Stonegate Investment Group
Alabama
$462K
DF
45
Dunhill Financial
United Kingdom
$448K
ASN
46
Advisory Services Network
Georgia
$434K
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$430K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$379K
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$366K
BWA
50
Bestgate Wealth Advisors
Maryland
$364K