We are live on ! Find out more
FELV icon

Fidelity Enhanced Large Cap Value ETF
FELV

102 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

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

24% more capital invested

Capital invested by funds: $188M → $233M (+$45.5M)

12% more funds holding

Funds holding: 91 → 102 (+11)

1.3% more ownership

Funds ownership: 10.44% → 11.74% (+1.3%)

Holders
102
Holders Change
+11
Holders Change %
+12.09%
% 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
–

Top Buyers

1
SFG
Sowa Financial Group
Rhode Island
+$11.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.54M
3
LPL Financial
LPL Financial
California
+$5.81M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.82M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$6.01M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627K
3
Jane Street
Jane Street
New York
-$371K
4
AWM
AAF Wealth Management
Massachusetts
-$271K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
HG
51
Harbor Group
New Hampshire
$273K +$262K +8,827 New
GWM
52
GSB Wealth Management
Connecticut
$271K +$1.16K +39 +0.4%
BCI
53
Brinker Capital Investments
Pennsylvania
$248K +$980 +33 +0.4%
OPS
54
Orion Portfolio Solutions
Nebraska
$248K +$980 +33 +0.4%
LA
55
Lifeworks Advisors
Michigan
$247K – – –
CA
56
Clearstead Advisors
Ohio
$242K -$221K -7,448 -49%
OWA
57
Outlook Wealth Advisors
Texas
$239K +$1.01K +34 +0.4%
EWA
58
Exencial Wealth Advisors
Oklahoma
$235K -$26.9K -906 -11%
IA
59
IFP Advisors
Florida
$227K +$327 +11 +0.2%
NFC
60
Northeast Financial Consultants
Connecticut
$224K +$215K +7,238 New
SC
61
Savant Capital
Illinois
$223K +$89 +3 +0%
VFA
62
Valeo Financial Advisors
Indiana
$209K +$200K +6,747 New
MSA
63
Marino Stram & Associates
Massachusetts
$208K +$199K +6,717 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$204K +$196K +6,584 New
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$201K +$15.7K +530 +9%
MSFP
66
Mark Sheptoff Financial Planning
Connecticut
$171K -$10.6K -357 -6%
SPIA
67
Steward Partners Investment Advisory
New York
$124K – – –
RA
68
Rise Advisors
New York
$123K +$534 +18 +0.5%
UBS Group
69
UBS Group
Switzerland
$104K +$33.5K +1,128 +51%
KFI
70
Key Financial Inc
Pennsylvania
$88.1K – – –
Bank of America
71
Bank of America
North Carolina
$78.9K +$12.3K +414 +19%
EWA
72
EverSource Wealth Advisors
Alabama
$65.7K -$113K -3,801 -64%
US Bancorp
73
US Bancorp
Minnesota
$61.9K -$145K -4,884 -71%
CI
74
Cordant Inc
Oregon
$59.4K +$238 +8 +0.4%
Wells Fargo
75
Wells Fargo
California
$54.9K +$16.3K +549 +45%
1 2
3
4 5

FELV Hedge Fund Activity: Q3 2024 in Review

102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q3 2024, worth a combined $233M — up 24% from $188M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FELV positions and 6 closed out — a net gain of 11 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Sowa Financial Group, opening a new position worth an estimated $11.1M. The largest seller was Osaic Holdings, cutting an estimated $6.01M.

  • 102 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q3 2024, up from 91 in Q2 2024.
  • Funds reported $233M of Fidelity Enhanced Large Cap Value ETF stock for Q3 2024, up 24% quarter-over-quarter.
  • 17 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q3 2024 and 6 closed out, a net change of +11 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q3 2024 was Sowa Financial Group, an estimated $11.1M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q3 2024 was Osaic Holdings, an estimated $6.01M sold.

Based on aggregated 13F filings for Q3 2024.