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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

133 hedge funds and large institutions have $634M 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, 25 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
1.79%
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
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$404M
2
IFA
2
Independence Financial Advisors
New Hampshire
$27.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$54.9M
4
WC
4
Weil Company
California
$8.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.89M
2
KAS
2
Kestra Advisory Services
Texas
$5.19M
3
SWP
3
Stratos Wealth Partners
Ohio
$6.44M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.14M
5
Goldman Sachs
5
Goldman Sachs
New York
$635K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$341K 10,730 – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$337K 10,595 +1,196 +13%
BWA
53
Bestgate Wealth Advisors
Maryland
$334K 10,850 – –
MML Investors Services
54
MML Investors Services
Massachusetts
$318K 10,019 +445 +5%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$315K 9,900 +9,900 New
RF
56
Roxbury Financial
New Jersey
$313K 9,865 +334 +4%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$312K 9,675 +1,099 +13%
GLR
58
Great Lakes Retirement
Ohio
$307K 9,659 – –
SN
59
Sittner & Nelson
Oregon
$305K 9,595 – –
B
60
Bensler
Washington
$289K 9,096 -191 -2%
HG
61
Harbor Group
New Hampshire
$281K 8,836 +3 +0%
NC
62
North Capital
Utah
$278K 8,735 +41 +0.5%
LWL
63
Leo Wealth LLC
Texas
$257K 8,084 +8,084 New
LA
64
Lifeworks Advisors
Michigan
$254K 7,982 – –
Lido Advisors
65
Lido Advisors
California
$252K 7,941 -433 -5%
CA
66
Clearstead Advisors
Ohio
$249K 7,826 – –
OWA
67
Outlook Wealth Advisors
Texas
$248K 7,814 +37 +0.5%
Mariner
68
Mariner
Kansas
$244K 7,687 -3,075 -29%
FF
69
Foronjy Financial
California
$244K 7,671 +7,671 New
QCM
70
Quantinno Capital Management
New York
$242K 7,604 +7,604 New
IWC
71
Integrated Wealth Concepts
Massachusetts
$239K 7,527 +29 +0.4%
IA
72
IFP Advisors
Florida
$235K 7,400 +37 +0.5%
DFG
73
Dynamic Financial Group
Iowa
$232K 7,316 -42 -0.6%
Truist Financial
74
Truist Financial
North Carolina
$231K 7,262 – –
SC
75
Savant Capital
Illinois
$229K 7,213 +3 +0%
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3
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