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Fidelity Enhanced Large Cap Value ETF

148 hedge funds and large institutions have $848M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 21 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

20% more capital invested

Capital invested by funds: $708M → $848M (+$140M)

4% more funds holding

Funds holding: 142148 (+6)

1.93% more ownership

Funds ownership: 28.88%30.81% (+1.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $42K

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
67
Reduced
21
Closed
23
Calls
Puts
$42K
Net Calls
-$42K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
DF
51
Dunhill Financial
United Kingdom
$474K +$10.5K +308 +2%
ASN
52
Advisory Services Network
Georgia
$449K +$442 +13 +0.1%
Corient Private Wealth
53
Corient Private Wealth
Florida
$428K +$210K +6,186 +101%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$420K +$95.7K +2,815 +31%
Cerity Partners
55
Cerity Partners
New York
$409K +$402K +11,813 New
MML Investors Services
56
MML Investors Services
Massachusetts
$404K +$78.3K +2,304 +25%
Lido Advisors
57
Lido Advisors
California
$395K +$123K +3,622 +45%
Bank of America
58
Bank of America
North Carolina
$393K +$77K +2,266 +25%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$379K +$442 +13 +0.1%
BWA
60
Bestgate Wealth Advisors
Maryland
$376K
MWM
61
Modera Wealth Management
New Jersey
$372K
RF
62
Roxbury Financial
New Jersey
$337K -$2.55K -75 -0.8%
GLR
63
Great Lakes Retirement
Ohio
$335K +$328K +9,659 New
PAG
64
Private Advisor Group
New Jersey
$332K -$1.93M -56,714 -86%
LFG
65
Larson Financial Group
Missouri
$324K -$234K -6,869 -42%
WA
66
Waverly Advisors
Alabama
$320K +$314K +9,226 New
QCM
67
Quantinno Capital Management
New York
$300K +$36K +1,058 +14%
HG
68
Harbor Group
New Hampshire
$298K -$8.91K -262 -3%
FF
69
Foronjy Financial
California
$294K +$25.4K +748 +10%
IWC
70
Integrated Wealth Concepts
Massachusetts
$294K +$31.6K +929 +12%
SAI
71
Savvy Advisors Inc
New York
$289K +$283K +8,327 New
Truist Financial
72
Truist Financial
North Carolina
$281K -$1.5K -44 -0.5%
SN
73
Sittner & Nelson
Oregon
$278K -$68K -2,000 -21%
LA
74
Lifeworks Advisors
Michigan
$277K
OWA
75
Outlook Wealth Advisors
Texas
$273K +$1.12K +33 +0.4%

FELV Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q4 2025, worth a combined $848M — up 20% from $708M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FELV positions and 23 closed out — a net gain of 8 holders — while 67 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.1M. The largest seller was Osaic Holdings, cutting an estimated $2.75M.

  • 148 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q4 2025, up from 142 in Q3 2025.
  • Funds reported $848M of Fidelity Enhanced Large Cap Value ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 31 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q4 2025 was Fidelity Investments, an estimated $28.1M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q4 2025 was Osaic Holdings, an estimated $2.75M sold.

Based on aggregated 13F filings for Q4 2025.