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Fidelity Enhanced Large Cap Value ETF
FELV

115 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

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

114% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 21

105% more capital invested

Capital invested by funds: $233M → $479M (+$246M)

12.94% more ownership

Funds ownership: 11.74% → 24.69% (+13%)

13% more funds holding

Funds holding: 102 → 115 (+13)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.51%
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
Fidelity Investments
Massachusetts
+$238M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.15M
3
SWP
Stratos Wealth Partners
Ohio
+$4.95M
4
ARG
Advisory Resource Group
Oklahoma
+$4.86M
5
SFG
Sowa Financial Group
Rhode Island
+$4.61M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.98M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.46M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$1.16M
5
WA
WBH Advisory
Maryland
-$661K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$245K +$198K +6,271 +354%
BCI
52
Brinker Capital Investments
Pennsylvania
$245K +$1.1K +35 +0.4%
OPS
53
Orion Portfolio Solutions
Nebraska
$245K +$1.1K +35 +0.4%
LA
54
Lifeworks Advisors
Michigan
$243K – – –
CA
55
Clearstead Advisors
Ohio
$238K – – –
OWA
56
Outlook Wealth Advisors
Texas
$236K +$1.17K +37 +0.5%
DFG
57
Dynamic Financial Group
Iowa
$228K +$236K +7,486 New
NFC
58
Northeast Financial Consultants
Connecticut
$226K +$5.23K +166 +2%
GWM
59
GSB Wealth Management
Connecticut
$225K -$43.1K -1,366 -16%
IA
60
IFP Advisors
Florida
$222K -$1.7K -54 -0.7%
EWA
61
Exencial Wealth Advisors
Oklahoma
$220K -$11.8K -376 -5%
MWM
62
Mission Wealth Management
California
$220K +$227K +7,218 New
SC
63
Savant Capital
Illinois
$220K +$95 +3 +0%
CAM
64
Cresset Asset Management
Illinois
$211K -$145K -4,592 -40%
MSA
65
Marino Stram & Associates
Massachusetts
$205K – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$201K -$313K -9,943 -60%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$201K – – –
IWC
68
Integrated Wealth Concepts
Massachusetts
$200K +$207K +6,575 New
AWM
69
AE Wealth Management
Kansas
$180K +$186K +5,901 New
MSFP
70
Mark Sheptoff Financial Planning
Connecticut
$169K +$819 +26 +0.5%
EWA
71
EP Wealth Advisors
California
$163K -$243K -7,703 -59%
FFA
72
Farther Finance Advisors
California
$136K +$138K +4,389 +6,270%
SPIA
73
Steward Partners Investment Advisory
New York
$122K – – –
RA
74
Rise Advisors
New York
$122K +$567 +18 +0.5%
MCM
75
MAI Capital Management
Ohio
$118K +$122K +3,865 New
1 2
3
4 5

FELV Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q4 2024, worth a combined $479M — up 105% from $233M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FELV positions and 9 closed out — a net gain of 17 holders — while 45 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $238M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $3.98M sold.

  • 115 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q4 2024, up from 102 in Q3 2024.
  • Funds reported $479M of Fidelity Enhanced Large Cap Value ETF stock for Q4 2024, up 105% quarter-over-quarter.
  • 26 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q4 2024 and 9 closed out, a net change of +17 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q4 2024 was Fidelity Investments, an estimated $238M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2024.