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Fidelity Enhanced Large Cap Value ETF

139 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 21 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.79% more ownership

Funds ownership: 28.09%28.88% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

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

Holders
139
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$41K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Savant Capital
Illinois
$242K
DFG
77
Dynamic Financial Group
Iowa
$242K
FWM
78
FMA Wealth Management
Massachusetts
$235K
EWA
79
Exencial Wealth Advisors
Oklahoma
$235K
AAS
80
Ameritas Advisory Services
Nebraska
$233K
CAM
81
Cresset Asset Management
Illinois
$233K
B
82
Bensler
Washington
$228K
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$226K
MSA
84
Marino Stram & Associates
Massachusetts
$225K
VFA
85
Valeo Financial Advisors
Indiana
$220K
Corient Private Wealth
86
Corient Private Wealth
Florida
$206K
AA
87
Aufman Associates
Pennsylvania
$206K
MSFP
88
Mark Sheptoff Financial Planning
Connecticut
$189K
Wells Fargo
89
Wells Fargo
California
$180K
KFI
90
Key Financial Inc
Pennsylvania
$170K
MCM
91
MAI Capital Management
Ohio
$141K
RA
92
Rise Advisors
New York
$136K
RCM
93
Richardson Capital Management
Wisconsin
$129K
CTWM
94
Cherry Tree Wealth Management
Minnesota
$122K
SPIA
95
Steward Partners Investment Advisory
New York
$118K
GRP
96
Global Retirement Partners
California
$101K
US Bancorp
97
US Bancorp
Minnesota
$87.6K
PS
98
Principal Securities
Iowa
$87.2K
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$77.2K
FFA
100
Farther Finance Advisors
California
$70.4K