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Fidelity Enhanced Large Cap Value ETF
FELV

142 hedge funds and large institutions have $708M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 29

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $650M → $708M (+$57.5M)

6% more funds holding

Funds holding: 134 → 142 (+8)

0.8% more ownership

Funds ownership: 28.08% → 28.88% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $41K

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
63
Reduced
29
Closed
11
Calls
–
Puts
$41K
Net Calls
-$41K
Net Calls Change
-$41K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.01M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.47M
5
IFA
Independence Financial Advisors
New Hampshire
+$1.39M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.8M
2
SWP
Stratos Wealth Partners
Ohio
-$2M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.09M
4
SWGC
Summit Wealth Group (Colorado)
Colorado
-$1.01M
5
LPL Financial
LPL Financial
California
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
76
Savant Capital
Illinois
$242K +$98 +3 +0%
DFG
77
Dynamic Financial Group
Iowa
$242K -$3.62K -111 -2%
FWM
78
FMA Wealth Management
Massachusetts
$235K -$3.03K -93 -1%
EWA
79
Exencial Wealth Advisors
Oklahoma
$235K +$749 +23 +0.3%
AAS
80
Ameritas Advisory Services
Nebraska
$233K +$82.6K +2,534 +57%
B
81
Bensler
Washington
$228K -$74.7K -2,294 -25%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$226K -$82.3K -2,525 -27%
MSA
83
Marino Stram & Associates
Massachusetts
$225K – – –
VFA
84
Valeo Financial Advisors
Indiana
$220K +$945 +29 +0.4%
Corient Private Wealth
85
Corient Private Wealth
Florida
$206K +$200K +6,136 New
AA
86
Aufman Associates
Pennsylvania
$206K +$200K +6,133 New
CAM
87
Cresset Asset Management
Illinois
$204K +$198K +6,083 New
MSFP
88
Mark Sheptoff Financial Planning
Connecticut
$189K +$814 +25 +0.4%
Wells Fargo
89
Wells Fargo
California
$180K +$35.4K +1,088 +25%
KFI
90
Key Financial Inc
Pennsylvania
$170K +$72K +2,211 +78%
MCM
91
MAI Capital Management
Ohio
$141K -$1.17K -36 -0.8%
RA
92
Rise Advisors
New York
$136K +$554 +17 +0.4%
RCM
93
Richardson Capital Management
Wisconsin
$129K – – –
CTWM
94
Cherry Tree Wealth Management
Minnesota
$122K – – –
SPIA
95
Steward Partners Investment Advisory
New York
$118K +$424 +13 +0.4%
GRP
96
Global Retirement Partners
California
$101K +$456 +14 +0.5%
US Bancorp
97
US Bancorp
Minnesota
$87.6K -$195 -6 -0.2%
PS
98
Principal Securities
Iowa
$87.2K +$12.3K +378 +17%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$77.2K +$75K +2,301 New
FFA
100
Farther Finance Advisors
California
$70.4K -$17.1K -526 -20%
2 3
4
5 6

FELV Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q3 2025, worth a combined $708M — up 8.8% from $650M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FELV positions and 11 closed out — a net gain of 12 holders — while 63 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.8M. The largest seller was Envestnet Asset Management, cutting an estimated $26.8M.

  • 142 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q3 2025, up from 134 in Q2 2025.
  • Funds reported $708M of Fidelity Enhanced Large Cap Value ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 23 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q3 2025 and 11 closed out, a net change of +12 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q3 2025 was Fidelity Investments, an estimated $38.8M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2025.