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Fidelity Enhanced Large Cap Value ETF
FELV

115 hedge funds and large institutions have $479M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

114% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 21

105% more capital invested

Capital invested by funds: $233M → $479M (+$246M)

12.94% more ownership

Funds ownership: 11.74% → 24.69% (+13%)

13% more funds holding

Funds holding: 102 → 115 (+13)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
45
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.15M
3
SWP
Stratos Wealth Partners
Ohio
+$4.95M
4
ARG
Advisory Resource Group
Oklahoma
+$4.86M
5
SFG
Sowa Financial Group
Rhode Island
+$4.61M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.98M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.46M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$1.16M
5
WA
WBH Advisory
Maryland
-$661K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
76
Richardson Capital Management
Wisconsin
$117K +$121K +3,844 New
KFI
77
Key Financial Inc
Pennsylvania
$86.7K – – –
Bank of America
78
Bank of America
North Carolina
$74.3K -$3.53K -112 -4%
PA
79
PSI Advisors
Florida
$69.1K +$71.4K +2,267 New
EWA
80
EverSource Wealth Advisors
Alabama
$64.7K – – –
US Bancorp
81
US Bancorp
Minnesota
$60.9K – – –
CI
82
Cordant Inc
Oregon
$58.8K +$284 +9 +0.5%
NSIM
83
North Star Investment Management
Illinois
$50.8K +$252 +8 +0.5%
AF
84
Allworth Financial
California
$48K +$46.7K +1,483 +4,634%
GRP
85
Global Retirement Partners
California
$40.1K +$221 +7 +0.5%
HIW
86
Holos Integrated Wealth
Pennsylvania
$26.7K +$27.6K +875 New
WTFG
87
Wood Tarver Financial Group
Idaho
$26K +$27K +856 New
WIM
88
Westside Investment Management
California
$25.2K +$26.1K +828 New
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
IRC
90
Investors Research Corp
Georgia
$22.7K – – –
JWA
91
JFS Wealth Advisors
Pennsylvania
$20.2K +$20.8K +661 New
MG
92
MilWealth Group
Wisconsin
$19.3K – – –
PS
93
Principal Securities
Iowa
$18K +$95 +3 +0.5%
GJIA
94
Glass Jacobson Investment Advisors
Maryland
$17.5K +$95 +3 +0.5%
FFL
95
Financial Freedom LLC
Ohio
$17K +$95 +3 +0.5%
CWC
96
Carolinas Wealth Consulting
North Carolina
$15.3K +$63 +2 +0.4%
NA
97
NewEdge Advisors
Louisiana
$15.2K -$18.8K -597 -54%
Franklin Resources
98
Franklin Resources
California
$12K – – –
AF
99
Advisornet Financial
Minnesota
$9.9K – – –
Russell Investments Group
100
Russell Investments Group
United Kingdom
$9.84K – – –
1 2 3
4
5

FELV Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q4 2024, worth a combined $479M — up 105% from $233M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FELV positions and 9 closed out — a net gain of 17 holders — while 45 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $238M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $3.98M sold.

  • 115 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q4 2024, up from 102 in Q3 2024.
  • Funds reported $479M of Fidelity Enhanced Large Cap Value ETF stock for Q4 2024, up 105% quarter-over-quarter.
  • 26 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q4 2024 and 9 closed out, a net change of +17 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q4 2024 was Fidelity Investments, an estimated $238M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2024.