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Fidelity Enhanced Large Cap Value ETF
FELV

90 hedge funds and large institutions have $331M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

15% more funds holding

Funds holding: 78 → 90 (+12)

13% more capital invested

Capital invested by funds: $292M → $331M (+$39.2M)

0.91% more ownership

Funds ownership: 15.67% → 16.58% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
34
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$13.8M
2
KAS
Kestra Advisory Services
Texas
+$2.22M
3
PWCM
Processus Wealth & Capital Management
Tennessee
+$2.22M
4
RJA
Raymond James & Associates
Florida
+$635K
5
Osaic Holdings
Osaic Holdings
Arizona
+$384K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.81M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.03M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1M
4
TLP
Trinity Legacy Partners
Texas
-$935K
5
Morgan Stanley
Morgan Stanley
New York
-$479K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$436K +$497 +18 +0.1%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$431K +$139K +5,037 +52%
Creative Planning
28
Creative Planning
Kansas
$403K +$8.66K +314 +2%
SIG
29
Stonegate Investment Group
Alabama
$396K +$374K +13,558 New
B
30
Bensler
Washington
$390K -$46.4K -1,682 -11%
Morgan Stanley
31
Morgan Stanley
New York
$370K -$479K -17,364 -58%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$349K +$329K +11,941 New
MML Investors Services
33
MML Investors Services
Massachusetts
$334K +$61.2K +2,219 +24%
Citigroup
34
Citigroup
New York
$334K – – –
CAM
35
Cresset Asset Management
Illinois
$326K +$308K +11,177 New
ASN
36
Advisory Services Network
Georgia
$326K -$2.73K -99 -0.9%
MWM
37
Modera Wealth Management
New Jersey
$307K – – –
EWA
38
Exencial Wealth Advisors
Oklahoma
$300K -$60.4K -2,188 -18%
AWM
39
AAF Wealth Management
Massachusetts
$284K +$2.57K +93 +1%
GLR
40
Great Lakes Retirement
Ohio
$282K +$266K +9,659 New
SN
41
Sittner & Nelson
Oregon
$280K – – –
GWM
42
GSB Wealth Management
Connecticut
$253K +$2.29K +83 +1%
LA
43
Lifeworks Advisors
Michigan
$233K -$29.3K -1,062 -12%
BCI
44
Brinker Capital Investments
Pennsylvania
$232K +$219K +7,956 New
OPS
45
Orion Portfolio Solutions
Nebraska
$232K +$219K +7,956 New
NL
46
NWAM LLC
Washington
$232K +$2.1K +76 +1%
OWA
47
Outlook Wealth Advisors
Texas
$223K +$2.04K +74 +1%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$212K +$200K +7,255 New
HighTower Advisors
49
HighTower Advisors
Illinois
$203K +$192K +6,975 New
US Bancorp
50
US Bancorp
Minnesota
$201K +$168K +6,093 +770%
1
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FELV Hedge Fund Activity: Q1 2024 in Review

90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2024, worth a combined $331M — up 13% from $292M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FELV positions and 8 closed out — a net gain of 12 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $13.8M. The largest seller was Susquehanna International Group, cutting an estimated $3.81M.

  • 90 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2024, up from 78 in Q4 2023.
  • Funds reported $331M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 20 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +12 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $13.8M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2024 was Susquehanna International Group, an estimated $3.81M sold.

Based on aggregated 13F filings for Q1 2024.