FELV icon

Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

135 hedge funds and large institutions have $635M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
1.81%
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
52
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.7M
2
IFA
Independence Financial Advisors
New Hampshire
+$26.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.2M
4
WC
Weil Company
California
+$8.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.51M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$23.6M
2
KAS
Kestra Advisory Services
Texas
-$4.06M
3
SWP
Stratos Wealth Partners
Ohio
-$2.79M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.55M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$231K – – –
SC
77
Savant Capital
Illinois
$229K +$95 +3 +0%
FWM
78
FMA Wealth Management
Massachusetts
$226K +$226K +7,108 New
EWA
79
Exencial Wealth Advisors
Oklahoma
$222K +$794 +25 +0.4%
NFC
80
Northeast Financial Consultants
Connecticut
$222K -$14.8K -465 -6%
CAM
81
Cresset Asset Management
Illinois
$221K +$191 +6 +0.1%
MSA
82
Marino Stram & Associates
Massachusetts
$213K – – –
Cerity Partners
83
Cerity Partners
New York
$213K +$213K +6,708 New
HF
84
HRT Financial
New York
$213K +$213K +6,727 New
VFA
85
Valeo Financial Advisors
Indiana
$207K +$207K +6,522 New
MSFP
86
Mark Sheptoff Financial Planning
Connecticut
$178K +$826 +26 +0.5%
AWM
87
AE Wealth Management
Kansas
$170K +$794 +25 +0.5%
UBS Group
88
UBS Group
Switzerland
$162K +$162K +5,088 New
AAS
89
Ameritas Advisory Services
Nebraska
$141K +$141K +4,426 New
Wells Fargo
90
Wells Fargo
California
$136K +$4.13K +130 +3%
MCM
91
MAI Capital Management
Ohio
$135K +$5.53K +174 +4%
RA
92
Rise Advisors
New York
$128K +$604 +19 +0.5%
RCM
93
Richardson Capital Management
Wisconsin
$122K – – –
CTWM
94
Cherry Tree Wealth Management
Minnesota
$116K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$112K – – –
GRP
96
Global Retirement Partners
California
$95.5K +$95.5K +3,006 New
KFI
97
Key Financial Inc
Pennsylvania
$90.4K – – –
FFA
98
Farther Finance Advisors
California
$83.4K +$81.2K +2,555 +3,650%
US Bancorp
99
US Bancorp
Minnesota
$83.2K +$65.5K +2,063 +371%
Bank of America
100
Bank of America
North Carolina
$77.5K – – –
2 3
4
5 6