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Fidelity Enhanced Large Cap Value ETF

139 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 21 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.79% more ownership

Funds ownership: 28.09%28.88% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

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

Holders
139
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
$41K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
Cordant Inc
Oregon
$65.6K
NSIM
102
North Star Investment Management
Illinois
$56.6K
UBS Group
103
UBS Group
Switzerland
$34K
EWA
104
EverSource Wealth Advisors
Alabama
$30.8K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$25K
IRC
106
Investors Research Corp
Georgia
$24.9K
FFA
107
Founders Financial Alliance
North Carolina
$24.5K
RFA
108
Register Financial Advisors
Georgia
$23.6K
JWA
109
JFS Wealth Advisors
Pennsylvania
$22.2K
MG
110
MilWealth Group
Wisconsin
$21.2K
Russell Investments Group
111
Russell Investments Group
United Kingdom
$19.4K
FFL
112
Financial Freedom LLC
Ohio
$19K
WWA
113
Wealth Watch Advisors
Colorado
$18.7K
HNB
114
Huntington National Bank
Ohio
$18.5K
AssetMark Inc
115
AssetMark Inc
California
$17.8K
CA
116
CoreCap Advisors
Michigan
$14.6K
AIM
117
Anchor Investment Management
South Carolina
$11.2K
AF
118
Advisornet Financial
Minnesota
$10.9K
AWM
119
Abound Wealth Management
Tennessee
$10.9K
CAL
120
Capital Advisors Ltd
Ohio
$10K
JP Morgan Chase
121
JP Morgan Chase
New York
$9.63K
MFT
122
Moisand Fitzgerald Tamayo
Florida
$9.59K
ACA
123
Aptus Capital Advisors
Alabama
$9.39K
AF
124
Allworth Financial
California
$9.07K
CFG
125
CKW Financial Group
Hawaii
$8K