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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
+10
Holders Change %
+8.77%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
56
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
76
Cresset Asset Management
Illinois
$213K +$215 +7 +0.1%
MSA
77
Marino Stram & Associates
Massachusetts
$206K
MSFP
78
Mark Sheptoff Financial Planning
Connecticut
$172K +$799 +26 +0.5%
EWA
79
EP Wealth Advisors
California
$166K +$1.01K +33 +0.6%
AWM
80
AE Wealth Management
Kansas
$164K -$17.7K -577 -10%
Wells Fargo
81
Wells Fargo
California
$128K -$119K -3,887 -48%
MCM
82
MAI Capital Management
Ohio
$125K +$6.27K +204 +5%
RA
83
Rise Advisors
New York
$123K +$584 +19 +0.5%
RCM
84
Richardson Capital Management
Wisconsin
$118K
CTWM
85
Cherry Tree Wealth Management
Minnesota
$112K +$112K +3,640 New
SPIA
86
Steward Partners Investment Advisory
New York
$108K -$14.9K -484 -12%
EWA
87
EverSource Wealth Advisors
Alabama
$91.4K +$26.1K +849 +40%
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 +$277 +9 +0.5%
NSIM
91
North Star Investment Management
Illinois
$51.4K +$246 +8 +0.5%
PA
92
Parallel Advisors
California
$35.4K +$35.4K +1,150 New
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