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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

114 hedge funds and large institutions have $479M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
45
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$351M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35.3M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.79M
4
ARG
4
Advisory Resource Group
Oklahoma
$4.7M
5
SFG
5
Sowa Financial Group
Rhode Island
$15.8M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$800K
5
WA
5
WBH Advisory
Maryland
$664K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$245K +$191K +6,271 +354%
OPS
52
Orion Portfolio Solutions
Nebraska
$245K +$1.07K +35 +0.4%
BCI
53
Brinker Capital Investments
Pennsylvania
$245K +$1.07K +35 +0.4%
LA
54
Lifeworks Advisors
Michigan
$243K – – –
CA
55
Clearstead Advisors
Ohio
$238K – – –
OWA
56
Outlook Wealth Advisors
Texas
$236K +$1.13K +37 +0.5%
DFG
57
Dynamic Financial Group
Iowa
$228K +$228K +7,486 New
NFC
58
Northeast Financial Consultants
Connecticut
$226K +$5.06K +166 +2%
GWM
59
GSB Wealth Management
Connecticut
$225K -$41.6K -1,366 -16%
IA
60
IFP Advisors
Florida
$222K -$1.65K -54 -0.7%
EWA
61
Exencial Wealth Advisors
Oklahoma
$220K -$11.5K -376 -5%
MWM
62
Mission Wealth Management
California
$220K +$220K +7,218 New
SC
63
Savant Capital
Illinois
$220K +$91 +3 +0%
CAM
64
Cresset Asset Management
Illinois
$211K -$140K -4,592 -40%
MSA
65
Marino Stram & Associates
Massachusetts
$205K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$201K -$303K -9,943 -60%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$201K – – –
IWC
68
Integrated Wealth Concepts
Massachusetts
$200K +$200K +6,575 New
AWM
69
AE Wealth Management
Kansas
$180K +$180K +5,901 New
MSFP
70
Mark Sheptoff Financial Planning
Connecticut
$169K +$792 +26 +0.5%
EWA
71
EP Wealth Advisors
California
$163K -$235K -7,703 -59%
FFA
72
Farther Finance Advisors
California
$136K +$134K +4,389 +6,270%
SPIA
73
Steward Partners Investment Advisory
New York
$122K – – –
RA
74
Rise Advisors
New York
$122K +$549 +18 +0.5%
MCM
75
MAI Capital Management
Ohio
$118K +$118K +3,865 New
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3
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