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Fidelity Enhanced Large Cap Value ETF

124 hedge funds and large institutions have $560M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Cresset Asset Management
Illinois
$213K
MSA
77
Marino Stram & Associates
Massachusetts
$206K
MSFP
78
Mark Sheptoff Financial Planning
Connecticut
$172K
EWA
79
EP Wealth Advisors
California
$166K
AWM
80
AE Wealth Management
Kansas
$164K
Wells Fargo
81
Wells Fargo
California
$128K
MCM
82
MAI Capital Management
Ohio
$125K
RA
83
Rise Advisors
New York
$123K
RCM
84
Richardson Capital Management
Wisconsin
$118K
CTWM
85
Cherry Tree Wealth Management
Minnesota
$112K
SPIA
86
Steward Partners Investment Advisory
New York
$108K
EWA
87
EverSource Wealth Advisors
Alabama
$91.4K
KFI
88
Key Financial Inc
Pennsylvania
$87.5K
Bank of America
89
Bank of America
North Carolina
$74.9K
CI
90
Cordant Inc
Oregon
$59.6K
NSIM
91
North Star Investment Management
Illinois
$51.4K
PA
92
Parallel Advisors
California
$35.4K
HIW
93
Holos Integrated Wealth
Pennsylvania
$26.9K
WTFG
94
Wood Tarver Financial Group
Idaho
$26.3K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$23K
IRC
96
Investors Research Corp
Georgia
$22.9K
JWA
97
JFS Wealth Advisors
Pennsylvania
$20.3K
MG
98
MilWealth Group
Wisconsin
$19.5K
PS
99
Principal Securities
Iowa
$18K
GJIA
100
Glass Jacobson Investment Advisors
Maryland
$17.5K