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Fidelity Enhanced Large Cap Value ETF

101 hedge funds and large institutions have $233M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
40
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
76
North Star Investment Management
Illinois
$51.3K +$217 +7 +0.4%
GRP
77
Global Retirement Partners
California
$40.5K +$155 +5 +0.4%
CHA
78
Carmichael Hill & Associates
Maryland
$39.7K
NA
79
NewEdge Advisors
Louisiana
$34K
IRC
80
Investors Research Corp
Georgia
$23K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$23K +$23K +753 New
MG
82
MilWealth Group
Wisconsin
$19.6K
PS
83
Principal Securities
Iowa
$18.2K -$31.7K -1,025 -64%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$17.7K +$62 +2 +0.4%
FFL
85
Financial Freedom LLC
Ohio
$17.2K +$62 +2 +0.4%
CWC
86
Carolinas Wealth Consulting
North Carolina
$15.5K +$93 +3 +0.6%
Franklin Resources
87
Franklin Resources
California
$12.5K -$3.09K -98 -20%
AF
88
Advisornet Financial
Minnesota
$10.1K
Russell Investments Group
89
Russell Investments Group
United Kingdom
$10K +$10K +323 New
CAL
90
Capital Advisors Ltd
Ohio
$9K +$31 +1 +0.3%
MFT
91
Moisand Fitzgerald Tamayo
Florida
$8.86K
Kovitz Investment Group Partners
92
Kovitz Investment Group Partners
Illinois
$7.54K +$7.54K +10,587 New
CFG
93
CKW Financial Group
Hawaii
$7K
GG
94
Gleason Group
Kentucky
$6.07K +$6.07K +196 New
ADL
95
Asset Dedication LLC
California
$2.88K
Jones Financial Companies
96
Jones Financial Companies
Missouri
$2.78K +$2.78K +90 New
FFA
97
Farther Finance Advisors
California
$2.18K
AF
98
Allworth Financial
California
$978 -$60.9K -1,993 -98%
LI
99
LRI Investments
Florida
$352
IHWM
100
Iron Horse Wealth Management
Iowa
$30