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Fidelity Enhanced Large Cap Value ETF

114 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
Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
1.52%
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
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
76
Richardson Capital Management
Wisconsin
$117K +$117K +3,844 New
KFI
77
Key Financial Inc
Pennsylvania
$86.7K
Bank of America
78
Bank of America
North Carolina
$74.3K -$3.41K -112 -4%
PA
79
PSI Advisors
Florida
$69.1K +$69.1K +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 +$274 +9 +0.5%
NSIM
83
North Star Investment Management
Illinois
$50.8K +$244 +8 +0.5%
AF
84
Allworth Financial
California
$48K +$47K +1,483 +4,634%
GRP
85
Global Retirement Partners
California
$40.1K +$213 +7 +0.5%
HIW
86
Holos Integrated Wealth
Pennsylvania
$26.7K +$26.7K +875 New
WTFG
87
Wood Tarver Financial Group
Idaho
$26K +$26K +856 New
WIM
88
Westside Investment Management
California
$25.2K +$25.2K +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 +$20.2K +661 New
MG
92
MilWealth Group
Wisconsin
$19.3K
PS
93
Principal Securities
Iowa
$18K +$91 +3 +0.5%
GJIA
94
Glass Jacobson Investment Advisors
Maryland
$17.5K +$91 +3 +0.5%
FFL
95
Financial Freedom LLC
Ohio
$17K +$91 +3 +0.5%
CWC
96
Carolinas Wealth Consulting
North Carolina
$15.3K +$61 +2 +0.4%
NA
97
NewEdge Advisors
Louisiana
$15.2K -$18.2K -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