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Fidelity Enhanced Large Cap Value ETF

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 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
PAS
27
PKS Advisory Services
New York
$1.08M
SWGC
28
Summit Wealth Group (Colorado)
Colorado
$1.01M
CFS
29
CRA Financial Services
New Jersey
$732K
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$701K
NRI
31
NFP Retirement Inc
California
$650K
HAP
32
Harbor Asset Planning
Massachusetts
$646K
RWP
33
RWA Wealth Partners
Massachusetts
$636K
Goldman Sachs
34
Goldman Sachs
New York
$635K
AAS
35
Avantax Advisory Services
Texas
$608K
JIR
36
James Investment Research
Ohio
$602K
WA
37
WBH Advisory
Maryland
$590K
LFG
38
Larson Financial Group
Missouri
$578K
BCWM
39
Ball & Co Wealth Management
Tennessee
$544K
Creative Planning
40
Creative Planning
Kansas
$542K
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$536K
HI
42
Harbour Investments
Wisconsin
$502K
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$497K
Morgan Stanley
44
Morgan Stanley
New York
$483K
CAM
45
Clarity Asset Management
Iowa
$477K
GIM
46
Glenmede Investment Management
Pennsylvania
$477K
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$439K
SIG
48
Stonegate Investment Group
Alabama
$438K
ASN
49
Advisory Services Network
Georgia
$412K
Stifel Financial
50
Stifel Financial
Missouri
$347K