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Fidelity Enhanced Large Cap Value ETF

148 hedge funds and large institutions have $848M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 21 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

20% more capital invested

Capital invested by funds: $708M → $848M (+$140M)

4% more funds holding

Funds holding: 142148 (+6)

1.93% more ownership

Funds ownership: 28.88%30.81% (+1.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $42K

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
67
Reduced
21
Closed
23
Calls
Puts
$42K
Net Calls
-$42K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
26
Investment Advisory Group
Massachusetts
$1.3M -$7.38K -217 -0.6%
VPWA
27
Vestia Personal Wealth Advisors
Indiana
$1.22M +$16.8K +493 +1%
SWGC
28
Summit Wealth Group (Colorado)
Colorado
$1.09M +$1.07M +31,351 New
Mariner
29
Mariner
Kansas
$1.08M +$739K +21,732 +230%
Creative Planning
30
Creative Planning
Kansas
$1.03M +$127K +3,750 +14%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.03M +$343K +10,104 +51%
PAS
32
PKS Advisory Services
New York
$982K -$192K -5,634 -17%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$914K +$562K +16,540 +168%
JIR
34
James Investment Research
Ohio
$885K +$120K +3,527 +16%
Morgan Stanley
35
Morgan Stanley
New York
$823K +$95.4K +2,806 +13%
CFS
36
CRA Financial Services
New Jersey
$793K +$476 +14 +0.1%
NRI
37
NFP Retirement Inc
California
$783K +$76.1K +2,240 +11%
PGFC
38
Peapack-Gladstone Financial Corp
New Jersey
$726K -$26.5K -780 -4%
HAP
39
Harbor Asset Planning
Massachusetts
$711K +$2.89K +85 +0.4%
BCWM
40
Ball & Co Wealth Management
Tennessee
$707K +$5.51K +162 +0.8%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$696K +$133K +3,906 +24%
RWP
42
RWA Wealth Partners
Massachusetts
$694K
HI
43
Harbour Investments
Wisconsin
$655K +$68.4K +2,012 +12%
WA
44
WBH Advisory
Maryland
$649K +$2.62K +77 +0.4%
CAM
45
Clarity Asset Management
Iowa
$627K +$17.8K +524 +3%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$589K +$68 +2 +0%
AW
47
Alchemi Wealth
Connecticut
$580K +$569K +16,735 New
Wells Fargo
48
Wells Fargo
California
$578K +$385K +11,315 +211%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$509K +$115K +3,382 +30%
E
50
Evansbrook
Illinois
$504K +$494K +14,541 New

FELV Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q4 2025, worth a combined $848M — up 20% from $708M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FELV positions and 23 closed out — a net gain of 8 holders — while 67 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.1M. The largest seller was Osaic Holdings, cutting an estimated $2.75M.

  • 148 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q4 2025, up from 142 in Q3 2025.
  • Funds reported $848M of Fidelity Enhanced Large Cap Value ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 31 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q4 2025 was Fidelity Investments, an estimated $28.1M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q4 2025 was Osaic Holdings, an estimated $2.75M sold.

Based on aggregated 13F filings for Q4 2025.