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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
MCM
26
MAI Capital Management
Ohio
$1.87M -$14.5K -404 -0.7%
Wells Fargo
27
Wells Fargo
California
$1.73M +$1.18M +32,861 +197%
SS
28
Sunbelt Securities
Texas
$1.64M -$55.7K -1,555 -3%
EFS
29
Essex Financial Services
Connecticut
$1.62M -$42.4K -1,184 -2%
NA
30
NewEdge Advisors
Louisiana
$1.48M -$141K -3,940 -9%
IAG
31
Investment Advisory Group
Massachusetts
$1.25M -$58.6K -1,638 -4%
VPWA
32
Vestia Personal Wealth Advisors
Indiana
$1.18M -$15.5K -433 -1%
PS
33
Principal Securities
Iowa
$1.13M +$1.16M +32,305 New
SWGC
34
Summit Wealth Group (Colorado)
Colorado
$1.09M +$394 +11 +0%
Creative Planning
35
Creative Planning
Kansas
$1.08M +$42.1K +1,176 +4%
JIR
36
James Investment Research
Ohio
$1.01M +$124K +3,465 +14%
PAS
37
PKS Advisory Services
New York
$988K -$2.22K -62 -0.2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$983K +$1.01M +28,150 New
HI
39
Harbour Investments
Wisconsin
$888K +$233K +6,511 +34%
Mariner
40
Mariner
Kansas
$871K -$223K -6,238 -20%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$854K -$68.2K -1,905 -7%
CFS
42
CRA Financial Services
New Jersey
$799K +$537 +15 +0.1%
Morgan Stanley
43
Morgan Stanley
New York
$782K -$47.8K -1,336 -6%
NRI
44
NFP Retirement Inc
California
$777K -$12.6K -352 -2%
HighTower Advisors
45
HighTower Advisors
Illinois
$721K +$492K +13,755 +200%
HAP
46
Harbor Asset Planning
Massachusetts
$719K +$3.36K +94 +0.5%
BCWM
47
Ball & Co Wealth Management
Tennessee
$709K -$2K -56 -0.3%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$703K -$29.2K -816 -4%
RWP
49
RWA Wealth Partners
Massachusetts
$699K – – –
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$694K -$7.01K -196 -1%
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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.