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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

114 hedge funds and large institutions have $479M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
45
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$351M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35.3M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.79M
4
ARG
4
Advisory Resource Group
Oklahoma
$4.7M
5
SFG
5
Sowa Financial Group
Rhode Island
$15.8M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$800K
5
WA
5
WBH Advisory
Maryland
$664K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
WBH Advisory
Maryland
$664K -$639K -20,975 -49%
Creative Planning
27
Creative Planning
Kansas
$620K +$208K +6,810 +50%
RWP
28
RWA Wealth Partners
Massachusetts
$610K +$610K +20,019 New
LFG
29
Larson Financial Group
Missouri
$600K -$246K -8,079 -29%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$573K -$148K -4,859 -21%
OMC
31
Old Mission Capital
Illinois
$558K -$473K -15,511 -46%
NRI
32
NFP Retirement Inc
California
$540K +$235K +7,698 +77%
Morgan Stanley
33
Morgan Stanley
New York
$495K +$49.3K +1,619 +11%
JIR
34
James Investment Research
Ohio
$448K +$88.8K +2,915 +25%
AAS
35
Avantax Advisory Services
Texas
$445K +$445K +14,608 New
HI
36
Harbour Investments
Wisconsin
$424K +$108K +3,550 +34%
SIG
37
Stonegate Investment Group
Alabama
$418K +$1.98K +65 +0.5%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$410K +$75.4K +2,474 +23%
Jane Street
39
Jane Street
New York
$395K -$2.93K -96 -0.7%
ASN
40
Advisory Services Network
Georgia
$393K +$914 +30 +0.2%
BWA
41
Bestgate Wealth Advisors
Maryland
$331K +$331K +10,850 New
MWM
42
Modera Wealth Management
New Jersey
$327K +$6.52K +214 +2%
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$324K +$1.52K +50 +0.5%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$295K +$7.53K +247 +3%
GLR
45
Great Lakes Retirement
Ohio
$294K – – –
SN
46
Sittner & Nelson
Oregon
$292K – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$286K -$1.37K -45 -0.5%
B
48
Bensler
Washington
$283K -$91.3K -2,997 -24%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$282K +$82.9K +2,705 +42%
HG
50
Harbor Group
New Hampshire
$269K +$91 +3 +0%
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