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Fidelity Enhanced Large Cap Value ETF
FELV

124 hedge funds and large institutions have $560M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 21

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $479M → $560M (+$81.1M)

8% more funds holding

Funds holding: 115 → 124 (+9)

0.95% more ownership

Funds ownership: 24.69% → 25.63% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
56
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$22.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.66M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.71M
5
SWP
Stratos Wealth Partners
Ohio
+$4.17M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$894K
2
OMC
Old Mission Capital
Illinois
-$558K
3
Jane Street
Jane Street
New York
-$395K
4
EHC
Everett Harris & Co
California
-$362K
5
MWM
Mission Wealth Management
California
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
51
Great Lakes Retirement
Ohio
$297K – – –
SN
52
Sittner & Nelson
Oregon
$295K – – –
MML Investors Services
53
MML Investors Services
Massachusetts
$294K +$5.59K +179 +2%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$289K +$87.4K +2,798 +42%
B
55
Bensler
Washington
$285K +$156 +5 +0.1%
BCI
56
Brinker Capital Investments
Pennsylvania
$283K +$36K +1,151 +14%
OPS
57
Orion Portfolio Solutions
Nebraska
$283K +$36K +1,151 +14%
HG
58
Harbor Group
New Hampshire
$272K +$94 +3 +0%
NC
59
North Capital
Utah
$267K +$272K +8,694 New
BFS
60
Bradley Foster & Sargent
Connecticut
$264K +$269K +8,600 New
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$264K -$34.6K -1,109 -11%
Lido Advisors
62
Lido Advisors
California
$257K +$262K +8,374 New
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$252K +$875 +28 +0.3%
LA
64
Lifeworks Advisors
Michigan
$245K – – –
CA
65
Clearstead Advisors
Ohio
$241K – – –
OWA
66
Outlook Wealth Advisors
Texas
$239K +$1.09K +35 +0.5%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$235K +$239K +7,652 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$230K +$28.8K +923 +14%
NFC
69
Northeast Financial Consultants
Connecticut
$229K +$1.06K +34 +0.5%
GWM
70
GSB Wealth Management
Connecticut
$228K +$1.09K +35 +0.5%
IA
71
IFP Advisors
Florida
$226K +$2.62K +84 +1%
DFG
72
Dynamic Financial Group
Iowa
$226K -$4K -128 -2%
Truist Financial
73
Truist Financial
North Carolina
$223K +$227K +7,262 New
SC
74
Savant Capital
Illinois
$222K +$94 +3 +0%
EWA
75
Exencial Wealth Advisors
Oklahoma
$214K -$8.75K -280 -4%
1 2
3
4 5

FELV Hedge Fund Activity: Q1 2025 in Review

124 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2025, worth a combined $560M — up 17% from $479M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FELV positions and 9 closed out — a net gain of 10 holders — while 56 added to existing stakes and 21 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $22.3M. The largest seller was Kestra Advisory Services, cutting an estimated $894K.

  • 124 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2025, up from 115 in Q4 2024.
  • Funds reported $560M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 19 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2025 and 9 closed out, a net change of +10 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2025 was Osaic Holdings, an estimated $22.3M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $894K sold.

Based on aggregated 13F filings for Q1 2025.