Fidelity Enhanced Large Cap Value ETF
FELV
91 hedge funds and large institutions have $188M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 21
1% more funds holding
Funds holding: 90 → 91 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.14% less ownership
Funds ownership: 16.58% → 10.44% (-6.1%)
43% less capital invested
Capital invested by funds: $331M → $188M (-$144M)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.42M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.34M |
| 3 |
Goldman Sachs
New York
|
+$887K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$841K |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$473K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2.1K | -72 | Closed |
|
FELV Hedge Fund Activity: Q2 2024 in Review
91 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q2 2024, worth a combined $188M — down 43% from $331M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FELV positions and 11 closed out — a net gain of 1 holder — while 39 added to existing stakes and 21 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $6.42M. The largest seller was Fidelity Investments, cutting an estimated $139M.
- 91 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q2 2024, up from 90 in Q1 2024.
- Funds reported $188M of Fidelity Enhanced Large Cap Value ETF stock for Q2 2024, down 43% quarter-over-quarter.
- 12 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q2 2024 and 11 closed out, a net change of +1 holder.
- The largest Fidelity Enhanced Large Cap Value ETF buyer in Q2 2024 was Osaic Holdings, an estimated $6.42M added.
- The largest Fidelity Enhanced Large Cap Value ETF seller in Q2 2024 was Fidelity Investments, an estimated $139M sold.
Based on aggregated 13F filings for Q2 2024.