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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

89 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 19 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
34
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$19.9M
2
KAS
2
Kestra Advisory Services
Texas
$7.31M
3
PWCM
3
Processus Wealth & Capital Management
Tennessee
$2.35M
4
RJA
4
Raymond James & Associates
Florida
$673K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.63M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.52M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$260M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.08M
4
TLP
4
Trinity Legacy Partners
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$436K +$526 +18 +0.1%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$431K +$147K +5,037 +52%
Creative Planning
28
Creative Planning
Kansas
$403K +$9.17K +314 +2%
SIG
29
Stonegate Investment Group
Alabama
$396K +$396K +13,558 New
B
30
Bensler
Washington
$390K -$49.1K -1,682 -11%
Morgan Stanley
31
Morgan Stanley
New York
$370K -$507K -17,364 -58%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$349K +$349K +11,941 New
MML Investors Services
33
MML Investors Services
Massachusetts
$334K +$64.8K +2,219 +24%
Citigroup
34
Citigroup
New York
$334K – – –
CAM
35
Cresset Asset Management
Illinois
$326K +$326K +11,177 New
ASN
36
Advisory Services Network
Georgia
$326K -$2.89K -99 -0.9%
MWM
37
Modera Wealth Management
New Jersey
$307K – – –
EWA
38
Exencial Wealth Advisors
Oklahoma
$300K -$63.9K -2,188 -18%
AWM
39
AAF Wealth Management
Massachusetts
$284K +$2.72K +93 +1%
GLR
40
Great Lakes Retirement
Ohio
$282K +$282K +9,659 New
SN
41
Sittner & Nelson
Oregon
$280K – – –
GWM
42
GSB Wealth Management
Connecticut
$253K +$2.42K +83 +1%
LA
43
Lifeworks Advisors
Michigan
$233K -$31K -1,062 -12%
BCI
44
Brinker Capital Investments
Pennsylvania
$232K +$232K +7,956 New
OPS
45
Orion Portfolio Solutions
Nebraska
$232K +$232K +7,956 New
NL
46
NWAM LLC
Washington
$232K +$2.22K +76 +1%
OWA
47
Outlook Wealth Advisors
Texas
$223K +$2.16K +74 +1%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$212K +$212K +7,255 New
HighTower Advisors
49
HighTower Advisors
Illinois
$203K +$203K +6,975 New
US Bancorp
50
US Bancorp
Minnesota
$201K +$178K +6,093 +770%
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