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Fidelity Enhanced Large Cap Value ETF
FELV

115 hedge funds and large institutions have $479M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

114% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 21

105% more capital invested

Capital invested by funds: $233M → $479M (+$246M)

12.94% more ownership

Funds ownership: 11.74% → 24.69% (+13%)

13% more funds holding

Funds holding: 102 → 115 (+13)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
45
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.15M
3
SWP
Stratos Wealth Partners
Ohio
+$4.95M
4
ARG
Advisory Resource Group
Oklahoma
+$4.86M
5
SFG
Sowa Financial Group
Rhode Island
+$4.61M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.98M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.46M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$1.16M
5
WA
WBH Advisory
Maryland
-$661K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
101
Capital Advisors Ltd
Ohio
$9K +$32 +1 +0.3%
MFT
102
Moisand Fitzgerald Tamayo
Florida
$8.71K – – –
CFG
103
CKW Financial Group
Hawaii
$7K – – –
GG
104
Gleason Group
Kentucky
$6K +$32 +1 +0.5%
RF
105
Roxbury Financial
New Jersey
$4.94K +$4.73K +150 New
GWM
106
Geneos Wealth Management
Colorado
$3.54K +$3.66K +116 New
SVCP
107
Silicon Valley Capital Partners
California
$3.46K +$3.59K +114 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$3.41K +$3.53K +112 New
ADL
109
Asset Dedication LLC
California
$2.85K – – –
WWA
110
Wingate Wealth Advisors
Massachusetts
$2.1K +$2.17K +69 New
LWA
111
Lowe Wealth Advisors
Maryland
$1.25K +$1.29K +41 New
RA
112
Ransom Advisory
Rhode Island
$518 – – –
LI
113
LRI Investments
Florida
$335 – – –
JP Morgan Chase
114
JP Morgan Chase
New York
$209 +$189 +6 New
IHWM
115
Iron Horse Wealth Management
Iowa
$30 – – –
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
– -$2.46M -79,349 Closed
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
– -$3.98M -61,289 Closed
Prudential Financial
118
Prudential Financial
New Jersey
– -$1.16M -37,599 Closed
Citadel Advisors
119
Citadel Advisors
Florida
– -$458K -14,788 Closed
Citigroup
120
Citigroup
New York
– -$354K -11,429 Closed
VFA
121
Valeo Financial Advisors
Indiana
– -$209K -6,747 Closed
UBS Group
122
UBS Group
Switzerland
– -$104K -3,348 Closed
Jones Financial Companies
123
Jones Financial Companies
Missouri
– -$2.78K -90 Closed
RCM
124
Raleigh Capital Management
North Carolina
– -$24 -1 Closed
1 2 3 4
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FELV Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q4 2024, worth a combined $479M — up 105% from $233M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FELV positions and 9 closed out — a net gain of 17 holders — while 45 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $238M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $3.98M sold.

  • 115 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q4 2024, up from 102 in Q3 2024.
  • Funds reported $479M of Fidelity Enhanced Large Cap Value ETF stock for Q4 2024, up 105% quarter-over-quarter.
  • 26 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q4 2024 and 9 closed out, a net change of +17 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q4 2024 was Fidelity Investments, an estimated $238M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2024.