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Fidelity Enhanced Large Cap Value ETF

101 hedge funds and large institutions have $233M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
40
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HG
51
Harbor Group
New Hampshire
$273K +$273K +8,827 New
GWM
52
GSB Wealth Management
Connecticut
$271K +$1.21K +39 +0.4%
OPS
53
Orion Portfolio Solutions
Nebraska
$248K +$1.02K +33 +0.4%
BCI
54
Brinker Capital Investments
Pennsylvania
$248K +$1.02K +33 +0.4%
LA
55
Lifeworks Advisors
Michigan
$247K
CA
56
Clearstead Advisors
Ohio
$242K -$231K -7,448 -49%
OWA
57
Outlook Wealth Advisors
Texas
$239K +$1.05K +34 +0.4%
EWA
58
Exencial Wealth Advisors
Oklahoma
$235K -$28.1K -906 -11%
IA
59
IFP Advisors
Florida
$227K +$341 +11 +0.2%
NFC
60
Northeast Financial Consultants
Connecticut
$224K +$224K +7,238 New
SC
61
Savant Capital
Illinois
$223K +$93 +3 +0%
VFA
62
Valeo Financial Advisors
Indiana
$209K +$209K +6,747 New
MSA
63
Marino Stram & Associates
Massachusetts
$208K +$208K +6,717 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$204K +$204K +6,584 New
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$201K +$16.4K +530 +9%
MSFP
66
Mark Sheptoff Financial Planning
Connecticut
$171K -$11.1K -357 -6%
SPIA
67
Steward Partners Investment Advisory
New York
$124K
RA
68
Rise Advisors
New York
$123K +$557 +18 +0.5%
UBS Group
69
UBS Group
Switzerland
$104K +$34.9K +1,128 +51%
KFI
70
Key Financial Inc
Pennsylvania
$88.1K
Bank of America
71
Bank of America
North Carolina
$78.9K +$12.8K +414 +19%
EWA
72
EverSource Wealth Advisors
Alabama
$65.7K -$118K -3,801 -64%
US Bancorp
73
US Bancorp
Minnesota
$61.9K -$151K -4,884 -71%
CI
74
Cordant Inc
Oregon
$59.4K +$248 +8 +0.4%
Wells Fargo
75
Wells Fargo
California
$54.9K +$17K +549 +45%