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Fidelity Enhanced Large Cap Value ETF

89 hedge funds and large institutions have $331M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
34
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
76
Advisornet Financial
Minnesota
$9.49K
MFT
77
Moisand Fitzgerald Tamayo
Florida
$8.35K
IA
78
IFP Advisors
Florida
$8.21K +$29 +1 +0.4%
CAL
79
Capital Advisors Ltd
Ohio
$8K +$82 +3 +1%
CFG
80
CKW Financial Group
Hawaii
$7K
MG
81
Mather Group
Illinois
$3.69K +$3.69K +137 New
ADL
82
Asset Dedication LLC
California
$3K +$33 +1 +1%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$2.1K +$2.1K +72 New
FFA
84
Farther Finance Advisors
California
$2.04K
NFSG
85
Newbridge Financial Services Group
Florida
$1.93K
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$1.52K -$5.87K -201 -79%
LI
87
LRI Investments
Florida
$321 +$321 +11 New
IHWM
88
Iron Horse Wealth Management
Iowa
$28 -$3.75K -134 -99%
TLP
89
Trinity Legacy Partners
Texas
-$935K -34,814 Closed
TCM
90
Traynor Capital Management
Pennsylvania
-$470K -17,508 Closed
Citadel Advisors
91
Citadel Advisors
Florida
-$367K -13,656 Closed
AWM
92
AE Wealth Management
Kansas
-$242K -8,946 Closed
PFA
93
Pathway Financial Advisers
Indiana
-$49.5K -1,843 Closed
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
-$39.1K -1,453 Closed
UBS Group
95
UBS Group
Switzerland
-$28.9K -1,078 Closed
GI
96
Gradient Investments
Minnesota
-$9.61K -358 Closed
BHWM
97
Bay Harbor Wealth Management
Maryland
-$102