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Fidelity Enhanced Large Cap Value ETF

134 hedge funds and large institutions have $650M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $560M → $650M (+$90.2M)

8% more funds holding

Funds holding: 124134 (+10)

2.45% more ownership

Funds ownership: 25.63%28.08% (+2.4%)

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
1.76%
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
51
Reduced
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPWA
26
Vestia Personal Wealth Advisors
Indiana
$1.11M -$35.9K -1,186 -3%
PAS
27
PKS Advisory Services
New York
$1.08M -$2.27K -75 -0.2%
SWGC
28
Summit Wealth Group (Colorado)
Colorado
$1.01M +$964K +31,863 New
CFS
29
CRA Financial Services
New Jersey
$732K -$10.6K -350 -1%
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$701K -$3.81K -126 -0.6%
NRI
31
NFP Retirement Inc
California
$650K +$27K +891 +5%
HAP
32
Harbor Asset Planning
Massachusetts
$646K +$615K +20,328 New
RWP
33
RWA Wealth Partners
Massachusetts
$636K
Goldman Sachs
34
Goldman Sachs
New York
$635K -$1.69M -55,931 -74%
AAS
35
Avantax Advisory Services
Texas
$608K +$146K +4,820 +34%
JIR
36
James Investment Research
Ohio
$602K +$41.6K +1,373 +8%
WA
37
WBH Advisory
Maryland
$590K +$2.66K +88 +0.5%
LFG
38
Larson Financial Group
Missouri
$578K -$12.6K -416 -2%
BCWM
39
Ball & Co Wealth Management
Tennessee
$544K -$273K -9,034 -35%
Creative Planning
40
Creative Planning
Kansas
$542K +$14.6K +483 +3%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$536K -$70.4K -2,327 -12%
HI
42
Harbour Investments
Wisconsin
$502K +$7.08K +234 +2%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$497K -$544K -17,972 -53%
Morgan Stanley
44
Morgan Stanley
New York
$483K +$20.5K +677 +5%
CAM
45
Clarity Asset Management
Iowa
$477K +$393 +13 +0.1%
GIM
46
Glenmede Investment Management
Pennsylvania
$477K +$454K +15,007 New
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$439K +$35.4K +1,168 +9%
SIG
48
Stonegate Investment Group
Alabama
$438K
ASN
49
Advisory Services Network
Georgia
$412K +$454 +15 +0.1%
Stifel Financial
50
Stifel Financial
Missouri
$347K +$330K +10,918 New

FELV Hedge Fund Activity: Q2 2025 in Review

134 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q2 2025, worth a combined $650M — up 16% from $560M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FELV positions and 15 closed out — a net gain of 11 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.4M. The largest seller was Osaic Holdings, cutting an estimated $8.4M.

  • 134 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q2 2025, up from 124 in Q1 2025.
  • Funds reported $650M of Fidelity Enhanced Large Cap Value ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 26 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q2 2025 and 15 closed out, a net change of +11 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q2 2025 was Fidelity Investments, an estimated $27.4M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q2 2025 was Osaic Holdings, an estimated $8.4M sold.

Based on aggregated 13F filings for Q2 2025.