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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 %
VPWA
26
Vestia Personal Wealth Advisors
Indiana
$1.11M 34,918 -1,186 -3%
PAS
27
PKS Advisory Services
New York
$1.08M 33,880 -75 -0.2%
SWGC
28
Summit Wealth Group (Colorado)
Colorado
$1.01M 31,863 +31,863 New
CFS
29
CRA Financial Services
New Jersey
$732K 23,035 -350 -1%
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$701K 22,061 -126 -0.6%
NRI
31
NFP Retirement Inc
California
$650K 20,449 +891 +5%
HAP
32
Harbor Asset Planning
Massachusetts
$646K 20,328 +20,328 New
RWP
33
RWA Wealth Partners
Massachusetts
$636K 20,019 – –
Goldman Sachs
34
Goldman Sachs
New York
$635K 19,999 -55,931 -74%
AAS
35
Avantax Advisory Services
Texas
$608K 19,137 +4,820 +34%
JIR
36
James Investment Research
Ohio
$602K 18,937 +1,373 +8%
WA
37
WBH Advisory
Maryland
$590K 18,571 +88 +0.5%
LFG
38
Larson Financial Group
Missouri
$578K 18,190 -416 -2%
BCWM
39
Ball & Co Wealth Management
Tennessee
$544K 17,125 -9,034 -35%
Creative Planning
40
Creative Planning
Kansas
$542K 17,049 +483 +3%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$536K 16,877 -2,327 -12%
HI
42
Harbour Investments
Wisconsin
$502K 15,812 +234 +2%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$497K 15,639 -17,972 -53%
Morgan Stanley
44
Morgan Stanley
New York
$483K 15,191 +677 +5%
CAM
45
Clarity Asset Management
Iowa
$477K 15,027 +13 +0.1%
GIM
46
Glenmede Investment Management
Pennsylvania
$477K 15,007 +15,007 New
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$439K 13,823 +1,168 +9%
SIG
48
Stonegate Investment Group
Alabama
$438K 13,781 – –
ASN
49
Advisory Services Network
Georgia
$412K 12,935 +15 +0.1%
Stifel Financial
50
Stifel Financial
Missouri
$347K 10,918 +10,918 New
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