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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

135 hedge funds and large institutions have $635M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
52
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.7M
2
IFA
Independence Financial Advisors
New Hampshire
+$26.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.2M
4
WC
Weil Company
California
+$8.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.51M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$23.6M
2
KAS
Kestra Advisory Services
Texas
-$4.06M
3
SWP
Stratos Wealth Partners
Ohio
-$2.79M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.55M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPWA
26
Vestia Personal Wealth Advisors
Indiana
$1.11M -$37.7K -1,186 -3%
PAS
27
PKS Advisory Services
New York
$1.08M -$2.38K -75 -0.2%
SWGC
28
Summit Wealth Group (Colorado)
Colorado
$1.01M +$1.01M +31,863 New
CFS
29
CRA Financial Services
New Jersey
$732K -$11.1K -350 -1%
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$701K -$4K -126 -0.6%
NRI
31
NFP Retirement Inc
California
$650K +$28.3K +891 +5%
HAP
32
Harbor Asset Planning
Massachusetts
$646K +$646K +20,328 New
RWP
33
RWA Wealth Partners
Massachusetts
$636K – – –
Goldman Sachs
34
Goldman Sachs
New York
$635K -$1.78M -55,931 -74%
AAS
35
Avantax Advisory Services
Texas
$608K +$153K +4,820 +34%
JIR
36
James Investment Research
Ohio
$602K +$43.6K +1,373 +8%
WA
37
WBH Advisory
Maryland
$590K +$2.8K +88 +0.5%
LFG
38
Larson Financial Group
Missouri
$578K -$13.2K -416 -2%
BCWM
39
Ball & Co Wealth Management
Tennessee
$544K -$287K -9,034 -35%
Creative Planning
40
Creative Planning
Kansas
$542K +$15.3K +483 +3%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$536K -$73.9K -2,327 -12%
HI
42
Harbour Investments
Wisconsin
$502K +$7.43K +234 +2%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$497K -$571K -17,972 -53%
Morgan Stanley
44
Morgan Stanley
New York
$483K +$21.5K +677 +5%
CAM
45
Clarity Asset Management
Iowa
$477K +$413 +13 +0.1%
GIM
46
Glenmede Investment Management
Pennsylvania
$477K +$477K +15,007 New
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$439K +$37.1K +1,168 +9%
SIG
48
Stonegate Investment Group
Alabama
$438K – – –
ASN
49
Advisory Services Network
Georgia
$412K +$478 +15 +0.1%
Stifel Financial
50
Stifel Financial
Missouri
$347K +$347K +10,918 New
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