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Fidelity Enhanced Large Cap Value ETF

148 hedge funds and large institutions have $848M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 21 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

20% more capital invested

Capital invested by funds: $708M → $848M (+$140M)

4% more funds holding

Funds holding: 142148 (+6)

1.93% more ownership

Funds ownership: 28.88%30.81% (+1.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $42K

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
67
Reduced
21
Closed
23
Calls
Puts
$42K
Net Calls
-$42K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
76
Leo Wealth LLC
Texas
$272K +$267K +7,852 New
CA
77
Clearstead Advisors
Ohio
$271K
IA
78
IFP Advisors
Florida
$270K +$7.51K +221 +3%
WF
79
Warner Financial
Maryland
$263K +$258K +7,579 New
GWM
80
GSB Wealth Management
Connecticut
$260K +$1.05K +31 +0.4%
CWM
81
Centurion Wealth Management
Virginia
$258K +$253K +7,453 New
RIA
82
Regal Investment Advisors
Michigan
$252K +$247K +7,261 New
FWM
83
FMA Wealth Management
Massachusetts
$243K +$170 +5 +0.1%
EWA
84
Exencial Wealth Advisors
Oklahoma
$243K +$748 +22 +0.3%
CAM
85
Cresset Asset Management
Illinois
$241K +$29.6K +871 +14%
HighTower Advisors
86
HighTower Advisors
Illinois
$239K +$234K +6,889 New
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$230K -$3.5K -103 -2%
B
88
Bensler
Washington
$228K -$7.92K -233 -3%
WAG
89
Winthrop Advisory Group
Massachusetts
$219K +$214K +6,306 New
MSA
90
Marino Stram & Associates
Massachusetts
$214K -$18.2K -534 -8%
AA
91
Aufman Associates
Pennsylvania
$213K
UBS Group
92
UBS Group
Switzerland
$211K +$173K +5,084 +502%
VFA
93
Valeo Financial Advisors
Indiana
$202K -$24.9K -732 -11%
MSFP
94
Mark Sheptoff Financial Planning
Connecticut
$196K +$782 +23 +0.4%
KFI
95
Key Financial Inc
Pennsylvania
$175K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$172K +$143K +4,204 +558%
FFA
97
Farther Finance Advisors
California
$159K +$84.2K +2,477 +118%
RCM
98
Richardson Capital Management
Wisconsin
$133K
CTWM
99
Cherry Tree Wealth Management
Minnesota
$126K
SPIA
100
Steward Partners Investment Advisory
New York
$124K +$1.77K +52 +1%

FELV Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q4 2025, worth a combined $848M — up 20% from $708M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FELV positions and 23 closed out — a net gain of 8 holders — while 67 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.1M. The largest seller was Osaic Holdings, cutting an estimated $2.75M.

  • 148 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q4 2025, up from 142 in Q3 2025.
  • Funds reported $848M of Fidelity Enhanced Large Cap Value ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 31 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q4 2025 was Fidelity Investments, an estimated $28.1M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q4 2025 was Osaic Holdings, an estimated $2.75M sold.

Based on aggregated 13F filings for Q4 2025.