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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

78 hedge funds and large institutions have $292M invested in Fidelity Enhanced Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+78
Holders Change %
–
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
78
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$240M
2
LNC
2
Lincoln National Corp
Pennsylvania
$7.56M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.9M
5
KAS
5
Kestra Advisory Services
Texas
$4.56M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Bensler
Washington
$403K +$403K +15,025 New
PAG
27
Private Advisor Group
New Jersey
$400K +$400K +14,914 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$392K +$392K +14,610 New
Citadel Advisors
29
Citadel Advisors
Florida
$367K +$367K +13,656 New
Creative Planning
30
Creative Planning
Kansas
$362K +$362K +13,487 New
EWA
31
Exencial Wealth Advisors
Oklahoma
$335K +$335K +12,464 New
Citigroup
32
Citigroup
New York
$307K +$307K +11,429 New
ASN
33
Advisory Services Network
Georgia
$302K +$302K +11,260 New
AF
34
Allworth Financial
California
$289K +$289K +10,774 New
MWM
35
Modera Wealth Management
New Jersey
$282K +$282K +10,516 New
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$261K +$261K +9,733 New
AWM
37
AAF Wealth Management
Massachusetts
$258K +$258K +9,621 New
SN
38
Sittner & Nelson
Oregon
$258K +$258K +9,595 New
MML Investors Services
39
MML Investors Services
Massachusetts
$247K +$247K +9,212 New
LA
40
Lifeworks Advisors
Michigan
$243K +$243K +9,044 New
AWM
41
AE Wealth Management
Kansas
$242K +$242K +8,946 New
GWM
42
GSB Wealth Management
Connecticut
$231K +$231K +8,594 New
NL
43
NWAM LLC
Washington
$211K +$211K +7,859 New
OWA
44
Outlook Wealth Advisors
Texas
$203K +$203K +7,578 New
MSFP
45
Mark Sheptoff Financial Planning
Connecticut
$163K +$163K +6,061 New
EWA
46
EP Wealth Advisors
California
$113K +$113K +4,212 New
SPIA
47
Steward Partners Investment Advisory
New York
$105K +$105K +3,929 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$94.9K +$94.9K +3,534 New
PS
49
Principal Securities
Iowa
$79.1K +$79.1K +2,946 New
KFI
50
Key Financial Inc
Pennsylvania
$76.4K +$76.4K +2,846 New
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