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Fidelity Enhanced Large Cap Value ETF

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 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
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
CAM
81
Cresset Asset Management
Illinois
$221K
MSA
82
Marino Stram & Associates
Massachusetts
$213K
Cerity Partners
83
Cerity Partners
New York
$213K
HF
84
HRT Financial
New York
$213K
VFA
85
Valeo Financial Advisors
Indiana
$207K
MSFP
86
Mark Sheptoff Financial Planning
Connecticut
$178K
AWM
87
AE Wealth Management
Kansas
$170K
UBS Group
88
UBS Group
Switzerland
$162K
AAS
89
Ameritas Advisory Services
Nebraska
$141K
Wells Fargo
90
Wells Fargo
California
$136K
MCM
91
MAI Capital Management
Ohio
$135K
RA
92
Rise Advisors
New York
$128K
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
KFI
97
Key Financial Inc
Pennsylvania
$90.4K
FFA
98
Farther Finance Advisors
California
$83.4K
US Bancorp
99
US Bancorp
Minnesota
$83.2K
Bank of America
100
Bank of America
North Carolina
$77.5K