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Fidelity Enhanced Large Cap Value ETF
FELV

142 hedge funds and large institutions have $708M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 29

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $650M → $708M (+$57.5M)

6% more funds holding

Funds holding: 134 → 142 (+8)

0.8% more ownership

Funds ownership: 28.08% → 28.88% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $41K

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
63
Reduced
29
Closed
11
Calls
–
Puts
$41K
Net Calls
-$41K
Net Calls Change
-$41K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.01M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.47M
5
IFA
Independence Financial Advisors
New Hampshire
+$1.39M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.8M
2
SWP
Stratos Wealth Partners
Ohio
-$2M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.09M
4
SWGC
Summit Wealth Group (Colorado)
Colorado
-$1.01M
5
LPL Financial
LPL Financial
California
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
VPWA
26
Vestia Personal Wealth Advisors
Indiana
$1.13M -$41.2K -1,265 -4%
Creative Planning
27
Creative Planning
Kansas
$874K +$294K +9,011 +53%
CFS
28
CRA Financial Services
New Jersey
$766K -$5.8K -178 -0.8%
JIR
29
James Investment Research
Ohio
$738K +$99.8K +3,064 +16%
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$729K -$10.7K -329 -1%
BPA
31
Beacon Pointe Advisors
California
$726K +$705K +21,649 New
Morgan Stanley
32
Morgan Stanley
New York
$702K +$187K +5,735 +38%
HAP
33
Harbor Asset Planning
Massachusetts
$685K +$2.87K +88 +0.4%
NRI
34
NFP Retirement Inc
California
$683K -$2.93K -90 -0.4%
BCWM
35
Ball & Co Wealth Management
Tennessee
$677K +$101K +3,090 +18%
RWP
36
RWA Wealth Partners
Massachusetts
$671K – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$659K -$26.8M -823,027 -98%
WA
38
WBH Advisory
Maryland
$625K +$2.64K +81 +0.4%
CAM
39
Clarity Asset Management
Iowa
$589K +$83.1K +2,552 +17%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$570K +$4.2K +129 +0.8%
HI
41
Harbour Investments
Wisconsin
$567K +$35.4K +1,088 +7%
LFG
42
Larson Financial Group
Missouri
$544K -$64.3K -1,974 -11%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$542K +$17.5K +538 +3%
SIG
44
Stonegate Investment Group
Alabama
$462K – – –
DF
45
Dunhill Financial
United Kingdom
$448K +$436K +13,372 New
ASN
46
Advisory Services Network
Georgia
$434K +$489 +15 +0.1%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$430K -$32.9K -1,010 -7%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$379K +$23.2K +711 +7%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$366K +$32.9K +1,009 +10%
BWA
50
Bestgate Wealth Advisors
Maryland
$364K – – –
1
2
3 4 5

FELV Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q3 2025, worth a combined $708M — up 8.8% from $650M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FELV positions and 11 closed out — a net gain of 12 holders — while 63 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.8M. The largest seller was Envestnet Asset Management, cutting an estimated $26.8M.

  • 142 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q3 2025, up from 134 in Q2 2025.
  • Funds reported $708M of Fidelity Enhanced Large Cap Value ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 23 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q3 2025 and 11 closed out, a net change of +12 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q3 2025 was Fidelity Investments, an estimated $38.8M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2025.