We are live on ! Find out more
FELV icon

Fidelity Enhanced Large Cap Value ETF
FELV

162 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

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

9% more funds holding

Funds holding: 148 → 162 (+14)

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
162
Holders Change
+14
Holders Change %
+9.46%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
27
Increased
68
Reduced
35
Closed
8
Calls
$4K
Puts
$37K
Net Calls
-$33K
Net Calls Change
+$9K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.82M
4
MIM
Marshall Investment Management
Colorado
+$6.03M
5
LPL Financial
LPL Financial
California
+$5.25M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$10.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.58M
3
AF
Align Financial
Minnesota
-$2.43M
4
KAS
Kestra Advisory Services
Texas
-$2.42M
5
SWP
Stratos Wealth Partners
Ohio
-$466K
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
51
Alchemi Wealth
Connecticut
$648K +$65.9K +1,840 +11%
BIS
52
BG Investment Services
Guam
$627K +$642K +17,948 New
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$608K +$20.1K +562 +3%
WA
54
WBH Advisory
Maryland
$601K -$56.8K -1,588 -8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$578K +$66.4K +1,854 +13%
E
56
Evansbrook
Illinois
$510K +$2.4K +67 +0.5%
ASN
57
Advisory Services Network
Georgia
$485K +$33.4K +933 +7%
DF
58
Dunhill Financial
United Kingdom
$480K +$2.11K +59 +0.4%
Lido Advisors
59
Lido Advisors
California
$447K +$41.2K +1,151 +10%
IWC
60
Integrated Wealth Concepts
Massachusetts
$434K +$141K +3,952 +47%
Bank of America
61
Bank of America
North Carolina
$427K +$31.7K +886 +8%
RF
62
Roxbury Financial
New Jersey
$384K +$45.4K +1,269 +13%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$382K +$537 +15 +0.1%
BWA
64
Bestgate Wealth Advisors
Maryland
$379K – – –
MWM
65
Modera Wealth Management
New Jersey
$375K – – –
PAG
66
Private Advisor Group
New Jersey
$356K +$22K +616 +6%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$340K -$75.6K -2,113 -18%
LFG
68
Larson Financial Group
Missouri
$327K +$859 +24 +0.3%
WA
69
Waverly Advisors
Alabama
$321K -$966 -27 -0.3%
WF
70
Warner Financial
Maryland
$315K +$51.4K +1,437 +19%
SF
71
Summit Financial
New Jersey
$314K +$322K +9,000 New
QCM
72
Quantinno Capital Management
New York
$311K +$8.91K +249 +3%
Truist Financial
73
Truist Financial
North Carolina
$311K +$28.3K +792 +10%
NC
74
North Capital
Utah
$302K +$317K +8,850 New
HG
75
Harbor Group
New Hampshire
$302K +$1.4K +39 +0.5%
1 2
3
4 5

FELV Hedge Fund Activity: Q1 2026 in Review

162 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2026, worth a combined $875M — up 3.2% from $848M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FELV positions and 8 closed out — a net gain of 19 holders — while 68 added to existing stakes and 35 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $51.1M. The largest seller was Osaic Holdings, cutting an estimated $10.6M.

  • 162 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2026, up from 148 in Q4 2025.
  • Funds reported $875M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2026, up 3.2% quarter-over-quarter.
  • 27 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2026 and 8 closed out, a net change of +19 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2026 was Fidelity Investments, an estimated $51.1M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2026 was Osaic Holdings, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2026.