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Fidelity Enhanced Large Cap Value ETF

161 hedge funds and large institutions have $875M invested in Fidelity Enhanced Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.32% more ownership

Funds ownership: 30.81%33.12% (+2.3%)

3% more capital invested

Capital invested by funds: $848M → $875M (+$27.3M)

89% less call options, than puts

Call options by funds: $4K | Put options by funds: $37K

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4K
Puts
$37K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MAI Capital Management
Ohio
$1.87M
Wells Fargo
27
Wells Fargo
California
$1.73M
SS
28
Sunbelt Securities
Texas
$1.64M
EFS
29
Essex Financial Services
Connecticut
$1.62M
NA
30
NewEdge Advisors
Louisiana
$1.48M
IAG
31
Investment Advisory Group
Massachusetts
$1.25M
VPWA
32
Vestia Personal Wealth Advisors
Indiana
$1.18M
PS
33
Principal Securities
Iowa
$1.13M
SWGC
34
Summit Wealth Group (Colorado)
Colorado
$1.09M
Creative Planning
35
Creative Planning
Kansas
$1.08M
JIR
36
James Investment Research
Ohio
$1.01M
PAS
37
PKS Advisory Services
New York
$988K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$983K
HI
39
Harbour Investments
Wisconsin
$888K
Mariner
40
Mariner
Kansas
$871K
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$854K
CFS
42
CRA Financial Services
New Jersey
$799K
Morgan Stanley
43
Morgan Stanley
New York
$782K
NRI
44
NFP Retirement Inc
California
$777K
HighTower Advisors
45
HighTower Advisors
Illinois
$721K
HAP
46
Harbor Asset Planning
Massachusetts
$719K
BCWM
47
Ball & Co Wealth Management
Tennessee
$709K
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$703K
RWP
49
RWA Wealth Partners
Massachusetts
$699K
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$694K