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Fidelity Enhanced Large Cap Value ETF
FELV

142 hedge funds and large institutions have $708M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 29

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $650M → $708M (+$57.5M)

6% more funds holding

Funds holding: 134 → 142 (+8)

0.8% more ownership

Funds ownership: 28.08% → 28.88% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $41K

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
63
Reduced
29
Closed
11
Calls
–
Puts
$41K
Net Calls
-$41K
Net Calls Change
-$41K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.01M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.47M
5
IFA
Independence Financial Advisors
New Hampshire
+$1.39M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.8M
2
SWP
Stratos Wealth Partners
Ohio
-$2M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.09M
4
SWGC
Summit Wealth Group (Colorado)
Colorado
-$1.01M
5
LPL Financial
LPL Financial
California
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$360K – – –
WWA
52
WCG Wealth Advisors
Nevada
$348K +$339K +10,390 New
HF
53
HRT Financial
New York
$340K +$112K +3,434 +51%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$329K +$320K +9,826 New
RF
55
Roxbury Financial
New Jersey
$329K -$1.79K -55 -0.6%
SN
56
Sittner & Nelson
Oregon
$322K – – –
Mariner
57
Mariner
Kansas
$317K +$57.3K +1,758 +23%
MML Investors Services
58
MML Investors Services
Massachusetts
$314K -$21.4K -658 -7%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$314K -$48.5K -1,490 -14%
Bank of America
60
Bank of America
North Carolina
$304K +$216K +6,628 +272%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$302K -$22.4K -689 -7%
HG
62
Harbor Group
New Hampshire
$297K +$1.17K +36 +0.4%
NC
63
North Capital
Utah
$294K +$1.27K +39 +0.4%
Truist Financial
64
Truist Financial
North Carolina
$273K +$29.1K +892 +12%
TGAM
65
TBH Global Asset Management
Tennessee
$272K +$265K +8,120 New
Lido Advisors
66
Lido Advisors
California
$270K +$3.23K +99 +1%
LA
67
Lifeworks Advisors
Michigan
$268K – – –
GWMIA
68
Global Wealth Management Investment Advisory
Florida
$264K +$257K +7,877 New
OWA
69
Outlook Wealth Advisors
Texas
$263K +$1.11K +34 +0.4%
CA
70
Clearstead Advisors
Ohio
$262K – – –
FF
71
Foronjy Financial
California
$260K +$2.35K +72 +0.9%
QCM
72
Quantinno Capital Management
New York
$255K – – –
IA
73
IFP Advisors
Florida
$254K +$5.31K +163 +2%
IWC
74
Integrated Wealth Concepts
Massachusetts
$253K +$912 +28 +0.4%
GWM
75
GSB Wealth Management
Connecticut
$251K +$243K +7,474 New
1 2
3
4 5

FELV Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q3 2025, worth a combined $708M — up 8.8% from $650M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FELV positions and 11 closed out — a net gain of 12 holders — while 63 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.8M. The largest seller was Envestnet Asset Management, cutting an estimated $26.8M.

  • 142 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q3 2025, up from 134 in Q2 2025.
  • Funds reported $708M of Fidelity Enhanced Large Cap Value ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 23 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q3 2025 and 11 closed out, a net change of +12 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q3 2025 was Fidelity Investments, an estimated $38.8M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2025.