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Fidelity Enhanced Large Cap Value ETF
FELV

162 hedge funds and large institutions have $875M invested in Fidelity Enhanced Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

9% more funds holding

Funds holding: 148 → 162 (+14)

2.32% more ownership

Funds ownership: 30.81% → 33.12% (+2.3%)

3% more capital invested

Capital invested by funds: $848M → $875M (+$27.3M)

89% less call options, than puts

Call options by funds: $4K | Put options by funds: $37K

Holders
162
Holders Change
+14
Holders Change %
+9.46%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
27
Increased
68
Reduced
35
Closed
8
Calls
$4K
Puts
$37K
Net Calls
-$33K
Net Calls Change
+$9K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.82M
4
MIM
Marshall Investment Management
Colorado
+$6.03M
5
LPL Financial
LPL Financial
California
+$5.25M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$10.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.58M
3
AF
Align Financial
Minnesota
-$2.43M
4
KAS
Kestra Advisory Services
Texas
-$2.42M
5
SWP
Stratos Wealth Partners
Ohio
-$466K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
101
WealthTrust Axiom
Pennsylvania
$209K +$215K +6,001 New
DFG
102
Dynamic Financial Group
Iowa
$200K +$205K +5,731 New
FFA
103
Farther Finance Advisors
California
$199K +$39.4K +1,102 +24%
CAM
104
Clarity Asset Management
Iowa
$189K -$454K -12,689 -70%
KFI
105
Key Financial Inc
Pennsylvania
$177K – – –
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$175K +$2K +56 +1%
SN
107
Sittner & Nelson
Oregon
$156K -$112K -3,136 -41%
IAAG
108
Innovative Asset Advisors Group
Connecticut
$152K +$156K +4,359 New
SPIA
109
Steward Partners Investment Advisory
New York
$138K +$13.7K +382 +11%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$138K +$145K +4,040 New
RCM
111
Richardson Capital Management
Wisconsin
$134K – – –
CTWM
112
Cherry Tree Wealth Management
Minnesota
$127K – – –
CA
113
CoreCap Advisors
Michigan
$125K +$46.1K +1,288 +56%
AWM
114
AE Wealth Management
Kansas
$90.9K +$83.4K +2,331 +857%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$80.4K – – –
AF
116
Align Financial
Minnesota
$70.4K -$2.43M -67,926 -97%
CI
117
Cordant Inc
Oregon
$68.9K +$322 +9 +0.5%
NSIM
118
North Star Investment Management
Illinois
$59.5K +$286 +8 +0.5%
LWM
119
Lodestone Wealth Management
Washington
$57.9K +$34.7K +969 +141%
AssetMark Inc
120
AssetMark Inc
California
$54.9K +$3.22K +90 +6%
SWM
121
SHP Wealth Management
Massachusetts
$54.4K +$716 +20 +1%
EWA
122
EverSource Wealth Advisors
Alabama
$40.2K +$8.3K +232 +25%
HIW
123
Holos Integrated Wealth
Pennsylvania
$30.9K – – –
VAI
124
Vanguard Advisers Inc
Pennsylvania
$29.4K +$30.1K +842 New
AF
125
Allworth Financial
California
$28.2K +$19.2K +536 +197%
3 4
5
6 7

FELV Hedge Fund Activity: Q1 2026 in Review

162 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2026, worth a combined $875M — up 3.2% from $848M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FELV positions and 8 closed out — a net gain of 19 holders — while 68 added to existing stakes and 35 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $51.1M. The largest seller was Osaic Holdings, cutting an estimated $10.6M.

  • 162 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2026, up from 148 in Q4 2025.
  • Funds reported $875M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2026, up 3.2% quarter-over-quarter.
  • 27 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2026 and 8 closed out, a net change of +19 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2026 was Fidelity Investments, an estimated $51.1M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2026 was Osaic Holdings, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2026.