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Fidelity Enhanced Large Cap Value ETF
FELV

115 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.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

114% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 21

105% more capital invested

Capital invested by funds: $233M → $479M (+$246M)

12.94% more ownership

Funds ownership: 11.74% → 24.69% (+13%)

13% more funds holding

Funds holding: 102 → 115 (+13)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.51%
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
Fidelity Investments
Massachusetts
+$238M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.15M
3
SWP
Stratos Wealth Partners
Ohio
+$4.95M
4
ARG
Advisory Resource Group
Oklahoma
+$4.86M
5
SFG
Sowa Financial Group
Rhode Island
+$4.61M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.98M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.46M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$1.16M
5
WA
WBH Advisory
Maryland
-$661K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WBH Advisory
Maryland
$664K -$661K -20,975 -49%
Creative Planning
27
Creative Planning
Kansas
$620K +$215K +6,810 +50%
RWP
28
RWA Wealth Partners
Massachusetts
$610K +$631K +20,019 New
LFG
29
Larson Financial Group
Missouri
$600K -$255K -8,079 -29%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$573K -$153K -4,859 -21%
OMC
31
Old Mission Capital
Illinois
$558K -$489K -15,511 -46%
NRI
32
NFP Retirement Inc
California
$540K +$243K +7,698 +77%
Morgan Stanley
33
Morgan Stanley
New York
$495K +$51K +1,619 +11%
JIR
34
James Investment Research
Ohio
$448K +$91.9K +2,915 +25%
AAS
35
Avantax Advisory Services
Texas
$445K +$460K +14,608 New
HI
36
Harbour Investments
Wisconsin
$424K +$112K +3,550 +34%
SIG
37
Stonegate Investment Group
Alabama
$418K +$2.05K +65 +0.5%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$410K +$78K +2,474 +23%
Jane Street
39
Jane Street
New York
$395K -$3.03K -96 -0.7%
ASN
40
Advisory Services Network
Georgia
$393K +$945 +30 +0.2%
BWA
41
Bestgate Wealth Advisors
Maryland
$331K +$342K +10,850 New
MWM
42
Modera Wealth Management
New Jersey
$327K +$6.74K +214 +2%
Kovitz Investment Group Partners
43
Kovitz Investment Group Partners
Illinois
$324K +$1.58K +50 +0.5%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$295K +$7.78K +247 +3%
GLR
45
Great Lakes Retirement
Ohio
$294K – – –
SN
46
Sittner & Nelson
Oregon
$292K – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$286K -$1.42K -45 -0.5%
B
48
Bensler
Washington
$283K -$94.5K -2,997 -24%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$282K +$85.3K +2,705 +42%
HG
50
Harbor Group
New Hampshire
$269K +$95 +3 +0%
1
2
3 4 5

FELV Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q4 2024, worth a combined $479M — up 105% from $233M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FELV positions and 9 closed out — a net gain of 17 holders — while 45 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $238M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $3.98M sold.

  • 115 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q4 2024, up from 102 in Q3 2024.
  • Funds reported $479M of Fidelity Enhanced Large Cap Value ETF stock for Q4 2024, up 105% quarter-over-quarter.
  • 26 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q4 2024 and 9 closed out, a net change of +17 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q4 2024 was Fidelity Investments, an estimated $238M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2024.