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Fidelity Enhanced Large Cap Value ETF
FELV

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

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $560M → $650M (+$90.2M)

8% more funds holding

Funds holding: 124 → 134 (+10)

2.45% more ownership

Funds ownership: 25.63% → 28.08% (+2.4%)

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
51
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.4M
2
IFA
Independence Financial Advisors
New Hampshire
+$25.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.73M
4
WC
Weil Company
California
+$7.67M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.25M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$8.4M
2
KAS
Kestra Advisory Services
Texas
-$3.87M
3
SWP
Stratos Wealth Partners
Ohio
-$2.66M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.43M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$231K – – –
SC
77
Savant Capital
Illinois
$229K +$91 +3 +0%
FWM
78
FMA Wealth Management
Massachusetts
$226K +$215K +7,108 New
EWA
79
Exencial Wealth Advisors
Oklahoma
$222K +$757 +25 +0.4%
NFC
80
Northeast Financial Consultants
Connecticut
$222K -$14.1K -465 -6%
MSA
81
Marino Stram & Associates
Massachusetts
$213K – – –
Cerity Partners
82
Cerity Partners
New York
$213K +$203K +6,708 New
HF
83
HRT Financial
New York
$213K +$204K +6,727 New
VFA
84
Valeo Financial Advisors
Indiana
$207K +$197K +6,522 New
MSFP
85
Mark Sheptoff Financial Planning
Connecticut
$178K +$787 +26 +0.5%
AWM
86
AE Wealth Management
Kansas
$170K +$757 +25 +0.5%
UBS Group
87
UBS Group
Switzerland
$162K +$154K +5,088 New
AAS
88
Ameritas Advisory Services
Nebraska
$141K +$134K +4,426 New
Wells Fargo
89
Wells Fargo
California
$136K +$3.94K +130 +3%
MCM
90
MAI Capital Management
Ohio
$135K +$5.27K +174 +4%
RA
91
Rise Advisors
New York
$128K +$575 +19 +0.5%
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 +$91K +3,006 New
KFI
96
Key Financial Inc
Pennsylvania
$90.4K – – –
FFA
97
Farther Finance Advisors
California
$83.4K +$77.3K +2,555 +3,650%
US Bancorp
98
US Bancorp
Minnesota
$83.2K +$62.4K +2,063 +371%
Bank of America
99
Bank of America
North Carolina
$77.5K – – –
PS
100
Principal Securities
Iowa
$70.6K +$49.5K +1,634 +277%
2 3
4
5 6

FELV Hedge Fund Activity: Q2 2025 in Review

134 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q2 2025, worth a combined $650M — up 16% from $560M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FELV positions and 15 closed out — a net gain of 11 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.4M. The largest seller was Osaic Holdings, cutting an estimated $8.4M.

  • 134 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q2 2025, up from 124 in Q1 2025.
  • Funds reported $650M of Fidelity Enhanced Large Cap Value ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 26 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q2 2025 and 15 closed out, a net change of +11 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q2 2025 was Fidelity Investments, an estimated $27.4M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q2 2025 was Osaic Holdings, an estimated $8.4M sold.

Based on aggregated 13F filings for Q2 2025.