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Fidelity Enhanced Large Cap Value ETF

90 hedge funds and large institutions have $188M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
39
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$566K -$920K -32,204 -62%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$513K -$51.3K -1,798 -9%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$457K +$457K +15,986 New
CA
29
Clearstead Advisors
Ohio
$436K +$543 +19 +0.1%
PAG
30
Private Advisor Group
New Jersey
$426K -$714 -25 -0.2%
Morgan Stanley
31
Morgan Stanley
New York
$397K +$35.1K +1,228 +10%
SIG
32
Stonegate Investment Group
Alabama
$388K +$1K +35 +0.3%
Creative Planning
33
Creative Planning
Kansas
$386K -$7.8K -273 -2%
ASN
34
Advisory Services Network
Georgia
$368K +$49K +1,714 +15%
OMC
35
Old Mission Capital
Illinois
$363K +$363K +12,709 New
B
36
Bensler
Washington
$353K -$28.2K -987 -7%
CAM
37
Cresset Asset Management
Illinois
$352K +$33.2K +1,164 +10%
Citigroup
38
Citigroup
New York
$326K
MWM
39
Modera Wealth Management
New Jersey
$300K
MML Investors Services
40
MML Investors Services
Massachusetts
$280K -$46K -1,614 -14%
GLR
41
Great Lakes Retirement
Ohio
$276K
SN
42
Sittner & Nelson
Oregon
$274K
HI
43
Harbour Investments
Wisconsin
$271K +$172K +6,025 +173%
AWM
44
AAF Wealth Management
Massachusetts
$271K -$6.4K -224 -2%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$254K -$168K -5,884 -40%
BWM
46
Birchcreek Wealth Management
Ohio
$251K +$251K +8,789 New
GWM
47
GSB Wealth Management
Connecticut
$248K +$628 +22 +0.3%
EWA
48
Exencial Wealth Advisors
Oklahoma
$243K -$50.4K -1,765 -17%
LA
49
Lifeworks Advisors
Michigan
$228K
OPS
50
Orion Portfolio Solutions
Nebraska
$228K +$543 +19 +0.2%