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Fidelity Enhanced Large Cap Value ETF

134 hedge funds and large institutions have $650M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
Truist Financial
76
Truist Financial
North Carolina
$231K
SC
77
Savant Capital
Illinois
$229K
FWM
78
FMA Wealth Management
Massachusetts
$226K
EWA
79
Exencial Wealth Advisors
Oklahoma
$222K
NFC
80
Northeast Financial Consultants
Connecticut
$222K
MSA
81
Marino Stram & Associates
Massachusetts
$213K
Cerity Partners
82
Cerity Partners
New York
$213K
HF
83
HRT Financial
New York
$213K
VFA
84
Valeo Financial Advisors
Indiana
$207K
MSFP
85
Mark Sheptoff Financial Planning
Connecticut
$178K
AWM
86
AE Wealth Management
Kansas
$170K
UBS Group
87
UBS Group
Switzerland
$162K
AAS
88
Ameritas Advisory Services
Nebraska
$141K
Wells Fargo
89
Wells Fargo
California
$136K
MCM
90
MAI Capital Management
Ohio
$135K
RA
91
Rise Advisors
New York
$128K
RCM
92
Richardson Capital Management
Wisconsin
$122K
CTWM
93
Cherry Tree Wealth Management
Minnesota
$116K
SPIA
94
Steward Partners Investment Advisory
New York
$112K
GRP
95
Global Retirement Partners
California
$95.5K
KFI
96
Key Financial Inc
Pennsylvania
$90.4K
FFA
97
Farther Finance Advisors
California
$83.4K
US Bancorp
98
US Bancorp
Minnesota
$83.2K
Bank of America
99
Bank of America
North Carolina
$77.5K
PS
100
Principal Securities
Iowa
$70.6K