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Fidelity Enhanced Large Cap Value ETF
FELV

162 hedge funds and large institutions have $875M invested in Fidelity Enhanced Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

9% more funds holding

Funds holding: 148 → 162 (+14)

2.32% more ownership

Funds ownership: 30.81% → 33.12% (+2.3%)

3% more capital invested

Capital invested by funds: $848M → $875M (+$27.3M)

89% less call options, than puts

Call options by funds: $4K | Put options by funds: $37K

Holders
162
Holders Change
+14
Holders Change %
+9.46%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
27
Increased
68
Reduced
35
Closed
8
Calls
$4K
Puts
$37K
Net Calls
-$33K
Net Calls Change
+$9K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.82M
4
MIM
Marshall Investment Management
Colorado
+$6.03M
5
LPL Financial
LPL Financial
California
+$5.25M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$10.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.58M
3
AF
Align Financial
Minnesota
-$2.43M
4
KAS
Kestra Advisory Services
Texas
-$2.42M
5
SWP
Stratos Wealth Partners
Ohio
-$466K
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
76
Foronjy Financial
California
$298K +$1.32K +37 +0.4%
TGAM
77
TBH Global Asset Management
Tennessee
$286K +$293K +8,191 New
EWA
78
Exencial Wealth Advisors
Oklahoma
$285K +$40.8K +1,141 +16%
LA
79
Lifeworks Advisors
Michigan
$279K – – –
OWA
80
Outlook Wealth Advisors
Texas
$276K +$1.29K +36 +0.5%
CA
81
Clearstead Advisors
Ohio
$273K – – –
IA
82
IFP Advisors
Florida
$272K +$429 +12 +0.2%
LWL
83
Leo Wealth LLC
Texas
$271K -$3.04K -85 -1%
GWM
84
GSB Wealth Management
Connecticut
$263K +$1.25K +35 +0.5%
CWM
85
Centurion Wealth Management
Virginia
$254K -$5.83K -163 -2%
RIA
86
Regal Investment Advisors
Michigan
$254K +$36 +1 +0%
JWA
87
JFS Wealth Advisors
Pennsylvania
$248K +$230K +6,435 +974%
FWM
88
FMA Wealth Management
Massachusetts
$246K +$1.15K +32 +0.5%
CAM
89
Cresset Asset Management
Illinois
$243K +$251 +7 +0.1%
UBS Group
90
UBS Group
Switzerland
$238K +$25.8K +722 +12%
CBU
91
CIBC Bancorp USA
Illinois
$232K +$238K +6,657 New
Stifel Financial
92
Stifel Financial
Missouri
$231K +$237K +6,614 New
B
93
Bensler
Washington
$223K -$6.84K -191 -3%
VFA
94
Valeo Financial Advisors
Indiana
$217K +$14.5K +404 +7%
CW
95
CreativeOne Wealth
Kansas
$217K +$222K +6,214 New
MSFP
96
Mark Sheptoff Financial Planning
Connecticut
$217K +$931 +26 +0.5%
MSA
97
Marino Stram & Associates
Massachusetts
$216K – – –
CAM
98
Clark Asset Management
New Hampshire
$215K +$220K +6,153 New
AA
99
Aufman Associates
Pennsylvania
$214K – – –
WAG
100
Winthrop Advisory Group
Massachusetts
$211K -$9.7K -271 -4%
2 3
4
5 6

FELV Hedge Fund Activity: Q1 2026 in Review

162 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2026, worth a combined $875M — up 3.2% from $848M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FELV positions and 8 closed out — a net gain of 19 holders — while 68 added to existing stakes and 35 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $51.1M. The largest seller was Osaic Holdings, cutting an estimated $10.6M.

  • 162 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2026, up from 148 in Q4 2025.
  • Funds reported $875M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2026, up 3.2% quarter-over-quarter.
  • 27 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2026 and 8 closed out, a net change of +19 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2026 was Fidelity Investments, an estimated $51.1M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2026 was Osaic Holdings, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2026.