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Fidelity Enhanced Large Cap Value ETF

90 hedge funds and large institutions have $188M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
39
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$228K +$543 +19 +0.2%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$227K +$227K +7,941 New
IA
53
IFP Advisors
Florida
$209K +$201K +7,041 +2,506%
SC
54
Savant Capital
Illinois
$206K +$206K +7,201 New
US Bancorp
55
US Bancorp
Minnesota
$197K
EWA
56
EverSource Wealth Advisors
Alabama
$177K -$657 -22 -0.4%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$170K +$427 +15 +0.3%
MSFP
58
Mark Sheptoff Financial Planning
Connecticut
$168K +$428 +15 +0.3%
MG
59
Mather Group
Illinois
$136K +$132K +4,515 +3,296%
SPIA
60
Steward Partners Investment Advisory
New York
$114K
RA
61
Rise Advisors
New York
$113K +$286 +10 +0.3%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$104K -$47.2K -1,652 -31%
KFI
63
Key Financial Inc
Pennsylvania
$81.3K
UBS Group
64
UBS Group
Switzerland
$63.4K +$63.4K +2,220 New
Bank of America
65
Bank of America
North Carolina
$61K +$61K +2,136 New
AF
66
Allworth Financial
California
$59.5K +$147 +5 +0.2%
CI
67
Cordant Inc
Oregon
$54.6K +$143 +5 +0.3%
NSIM
68
North Star Investment Management
Illinois
$47.2K +$114 +4 +0.2%
PS
69
Principal Securities
Iowa
$46K -$914 -32 -2%
Kayne Anderson Rudnick Investment Management
70
Kayne Anderson Rudnick Investment Management
California
$43K +$114 +4 +0.3%
GRP
71
Global Retirement Partners
California
$37.2K +$37.2K +1,304 New
CHA
72
Carmichael Hill & Associates
Maryland
$36.6K
Wells Fargo
73
Wells Fargo
California
$35K -$1.77K -62 -5%
NA
74
NewEdge Advisors
Louisiana
$31.3K
IRC
75
Investors Research Corp
Georgia
$21.2K +$21.2K +744 New