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Fidelity Enhanced Large Cap Value ETF

89 hedge funds and large institutions have $331M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
34
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$173K +$173K +5,952 New
MSFP
52
Mark Sheptoff Financial Planning
Connecticut
$172K -$5.46K -187 -3%
EWA
53
EverSource Wealth Advisors
Alabama
$166K +$166K +5,946 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$154K +$51K +1,747 +49%
EWA
55
EP Wealth Advisors
California
$126K +$2.86K +98 +2%
SPIA
56
Steward Partners Investment Advisory
New York
$117K +$2.16K +74 +2%
RA
57
Rise Advisors
New York
$115K +$115K +3,946 New
HI
58
Harbour Investments
Wisconsin
$101K +$84.7K +2,899 +504%
KFI
59
Key Financial Inc
Pennsylvania
$83.1K
CFGS
60
Concourse Financial Group Securities
Alabama
$77.1K
PO
61
Private Ocean
California
$64.8K +$64.8K +2,220 New
AF
62
Allworth Financial
California
$59K -$256K -8,754 -81%
CI
63
Cordant Inc
Oregon
$55.7K +$555 +19 +1%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$52K +$52K +1,765 New
NSIM
65
North Star Investment Management
Illinois
$48.1K +$48.1K +1,647 New
PS
66
Principal Securities
Iowa
$48K -$38K -1,302 -44%
Kayne Anderson Rudnick Investment Management
67
Kayne Anderson Rudnick Investment Management
California
$43.9K +$409 +14 +0.9%
CCMI
68
Creative Capital Management Investments
California
$38.3K +$351 +12 +0.9%
Wells Fargo
69
Wells Fargo
California
$37.6K +$10.7K +366 +40%
CHA
70
Carmichael Hill & Associates
Maryland
$37.4K
NA
71
NewEdge Advisors
Louisiana
$32K
GJIA
72
Glass Jacobson Investment Advisors
Maryland
$16.6K +$146 +5 +0.9%
FFL
73
Financial Freedom LLC
Ohio
$16.1K +$175 +6 +1%
CWC
74
Carolinas Wealth Consulting
North Carolina
$14.5K -$2.86K -98 -16%
Franklin Resources
75
Franklin Resources
California
$11.5K