FELV icon

Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

133 hedge funds and large institutions have $634M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
51
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$404M
2
IFA
2
Independence Financial Advisors
New Hampshire
$27.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$54.9M
4
WC
4
Weil Company
California
$8.05M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.8M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.89M
2
KAS
2
Kestra Advisory Services
Texas
$5.19M
3
SWP
3
Stratos Wealth Partners
Ohio
$6.44M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.14M
5
Goldman Sachs
5
Goldman Sachs
New York
$635K
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
76
FMA Wealth Management
Massachusetts
$226K 7,108 +7,108 New
EWA
77
Exencial Wealth Advisors
Oklahoma
$222K 6,974 +25 +0.4%
NFC
78
Northeast Financial Consultants
Connecticut
$222K 6,973 -465 -6%
CAM
79
Cresset Asset Management
Illinois
$221K 6,941 +6 +0.1%
MSA
80
Marino Stram & Associates
Massachusetts
$213K 6,717 – –
Cerity Partners
81
Cerity Partners
New York
$213K 6,708 +6,708 New
HF
82
HRT Financial
New York
$213K 6,727 +6,727 New
VFA
83
Valeo Financial Advisors
Indiana
$207K 6,522 +6,522 New
MSFP
84
Mark Sheptoff Financial Planning
Connecticut
$178K 5,610 +26 +0.5%
AWM
85
AE Wealth Management
Kansas
$170K 5,349 +25 +0.5%
UBS Group
86
UBS Group
Switzerland
$162K 5,088 +5,088 New
AAS
87
Ameritas Advisory Services
Nebraska
$141K 4,426 +4,426 New
Wells Fargo
88
Wells Fargo
California
$136K 4,287 +130 +3%
MCM
89
MAI Capital Management
Ohio
$135K 4,243 +174 +4%
RA
90
Rise Advisors
New York
$128K 4,030 +19 +0.5%
RCM
91
Richardson Capital Management
Wisconsin
$122K 3,844 – –
CTWM
92
Cherry Tree Wealth Management
Minnesota
$116K 3,640 – –
SPIA
93
Steward Partners Investment Advisory
New York
$112K 3,519 – –
GRP
94
Global Retirement Partners
California
$95.5K 3,006 +3,006 New
KFI
95
Key Financial Inc
Pennsylvania
$90.4K 2,846 – –
FFA
96
Farther Finance Advisors
California
$83.4K 2,625 +2,555 +3,650%
US Bancorp
97
US Bancorp
Minnesota
$83.2K 2,619 +2,063 +371%
Bank of America
98
Bank of America
North Carolina
$77.5K 2,438 – –
PS
99
Principal Securities
Iowa
$70.6K 2,224 +1,634 +277%
BWL
100
Bogart Wealth LLC
Virginia
$65.7K 2,069 +2,069 New
2 3
4
5 6