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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

101 hedge funds and large institutions have $233M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
40
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFG
1
Sowa Financial Group
Rhode Island
$11.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.9M
3
LPL Financial
3
LPL Financial
California
$7.96M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$3.98M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.46M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.51M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$901K
3
Jane Street
3
Jane Street
New York
$405K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$124M
5
AWM
5
AAF Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$733K +$3.5K +113 +0.5%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$715K +$159K +5,127 +29%
RJA
28
Raymond James & Associates
Florida
$709K -$8.61K -278 -1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$682K +$187K +6,039 +38%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$512K +$400K +12,915 +356%
PAG
31
Private Advisor Group
New Jersey
$460K -$1.55K -50 -0.3%
Citadel Advisors
32
Citadel Advisors
Florida
$458K +$458K +14,788 New
Morgan Stanley
33
Morgan Stanley
New York
$452K +$22.3K +721 +5%
SIG
34
Stonegate Investment Group
Alabama
$423K +$1.86K +60 +0.4%
Creative Planning
35
Creative Planning
Kansas
$419K +$464 +15 +0.1%
Jane Street
36
Jane Street
New York
$405K -$387K -12,489 -49%
EWA
37
EP Wealth Advisors
California
$404K -$243K -7,855 -38%
B
38
Bensler
Washington
$380K -$2.38K -77 -0.6%
ASN
39
Advisory Services Network
Georgia
$368K – – –
JIR
40
James Investment Research
Ohio
$365K +$365K +11,774 New
CAM
41
Cresset Asset Management
Illinois
$357K -$25.4K -821 -7%
Citigroup
42
Citigroup
New York
$354K – – –
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$339K +$94.2K +3,052 +38%
MWM
44
Modera Wealth Management
New Jersey
$326K – – –
HI
45
Harbour Investments
Wisconsin
$321K +$26.5K +855 +9%
NRI
46
NFP Retirement Inc
California
$310K +$310K +10,027 New
GLR
47
Great Lakes Retirement
Ohio
$299K – – –
SN
48
Sittner & Nelson
Oregon
$297K – – –
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$292K +$17.1K +552 +6%
MML Investors Services
50
MML Investors Services
Massachusetts
$292K -$11.7K -377 -4%
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