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Fidelity Enhanced Large Cap Value ETF
FELV

124 hedge funds and large institutions have $560M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 21

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $479M → $560M (+$81.1M)

8% more funds holding

Funds holding: 115 → 124 (+9)

0.95% more ownership

Funds ownership: 24.69% → 25.63% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
56
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$22.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.66M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.71M
5
SWP
Stratos Wealth Partners
Ohio
+$4.17M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$894K
2
OMC
Old Mission Capital
Illinois
-$558K
3
Jane Street
Jane Street
New York
-$395K
4
EHC
Everett Harris & Co
California
-$362K
5
MWM
Mission Wealth Management
California
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
26
Independence Financial Advisors
New Hampshire
$928K +$943K +30,177 New
BCWM
27
Ball & Co Wealth Management
Tennessee
$804K +$37.4K +1,196 +5%
CFS
28
CRA Financial Services
New Jersey
$719K +$469 +15 +0.1%
Citadel Advisors
29
Citadel Advisors
Florida
$682K +$693K +22,188 New
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$682K -$2.53K -81 -0.4%
RWP
31
RWA Wealth Partners
Massachusetts
$615K – – –
NRI
32
NFP Retirement Inc
California
$601K +$57.3K +1,833 +10%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$590K +$12.3K +393 +2%
LFG
34
Larson Financial Group
Missouri
$572K -$33.6K -1,077 -5%
WA
35
WBH Advisory
Maryland
$568K -$104K -3,314 -15%
JIR
36
James Investment Research
Ohio
$540K +$89.8K +2,875 +20%
Creative Planning
37
Creative Planning
Kansas
$509K -$118K -3,787 -19%
HI
38
Harbour Investments
Wisconsin
$479K +$52.3K +1,674 +12%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$474K +$276K +8,836 +134%
CAM
40
Clarity Asset Management
Iowa
$462K +$469K +15,014 New
Morgan Stanley
41
Morgan Stanley
New York
$446K -$53.7K -1,718 -11%
AAS
42
Avantax Advisory Services
Texas
$440K -$9.09K -291 -2%
SIG
43
Stonegate Investment Group
Alabama
$424K +$1.97K +63 +0.5%
ASN
44
Advisory Services Network
Georgia
$397K +$469 +15 +0.1%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$389K +$63K +2,018 +19%
EHC
46
Everett Harris & Co
California
$356K -$362K -11,575 -50%
BWA
47
Bestgate Wealth Advisors
Maryland
$334K – – –
Mariner
48
Mariner
Kansas
$331K +$336K +10,762 New
MWM
49
Modera Wealth Management
New Jersey
$330K – – –
RF
50
Roxbury Financial
New Jersey
$303K +$293K +9,381 +6,254%
1
2
3 4 5

FELV Hedge Fund Activity: Q1 2025 in Review

124 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2025, worth a combined $560M — up 17% from $479M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FELV positions and 9 closed out — a net gain of 10 holders — while 56 added to existing stakes and 21 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $22.3M. The largest seller was Kestra Advisory Services, cutting an estimated $894K.

  • 124 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2025, up from 115 in Q4 2024.
  • Funds reported $560M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 19 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2025 and 9 closed out, a net change of +10 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2025 was Osaic Holdings, an estimated $22.3M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $894K sold.

Based on aggregated 13F filings for Q1 2025.