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Fidelity Enhanced Large Cap Value ETF
FELV

124 hedge funds and large institutions have $560M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 21

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $479M → $560M (+$81.1M)

8% more funds holding

Funds holding: 115 → 124 (+9)

0.95% more ownership

Funds ownership: 24.69% → 25.63% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
56
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$22.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.66M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.71M
5
SWP
Stratos Wealth Partners
Ohio
+$4.17M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$894K
2
OMC
Old Mission Capital
Illinois
-$558K
3
Jane Street
Jane Street
New York
-$395K
4
EHC
Everett Harris & Co
California
-$362K
5
MWM
Mission Wealth Management
California
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
101
Financial Freedom LLC
Ohio
$17.2K +$94 +3 +0.5%
US Bancorp
102
US Bancorp
Minnesota
$17.1K -$45.1K -1,444 -72%
CWC
103
Carolinas Wealth Consulting
North Carolina
$15.5K +$62 +2 +0.4%
Comerica Bank
104
Comerica Bank
Texas
$12.9K +$13.2K +421 New
AF
105
Advisornet Financial
Minnesota
$9.99K – – –
Russell Investments Group
106
Russell Investments Group
United Kingdom
$9.93K – – –
CAL
107
Capital Advisors Ltd
Ohio
$9K +$62 +2 +0.7%
MFT
108
Moisand Fitzgerald Tamayo
Florida
$8.79K – – –
GWM
109
Geneos Wealth Management
Colorado
$7.17K +$3.69K +118 +102%
CFG
110
CKW Financial Group
Hawaii
$7K – – –
GG
111
Gleason Group
Kentucky
$6.08K +$31 +1 +0.5%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$3.44K – – –
ADL
113
Asset Dedication LLC
California
$2.88K +$31 +1 +1%
FFA
114
Farther Finance Advisors
California
$2.16K -$137K -4,389 -98%
AWM
115
Abound Wealth Management
Tennessee
$2.01K +$2.03K +65 New
LWA
116
Lowe Wealth Advisors
Maryland
$1.26K – – –
SFA
117
Semmax Financial Advisors
North Carolina
$604 +$625 +20 New
S
118
SignatureFD
Georgia
$429 +$437 +14 New
JP Morgan Chase
119
JP Morgan Chase
New York
$415 +$219 +7 +117%
LI
120
LRI Investments
Florida
$338 – – –
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$215 +$219 +7 New
IHWM
122
Iron Horse Wealth Management
Iowa
$30 – – –
SVCP
123
Silicon Valley Capital Partners
California
$19 -$3.53K -113 -99%
CCM
124
Coldstream Capital Management
Washington
$16 +$31 +1 New
AF
125
Allworth Financial
California
$2 -$47.3K -1,515 Closed
2 3 4
5
6

FELV Hedge Fund Activity: Q1 2025 in Review

124 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2025, worth a combined $560M — up 17% from $479M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FELV positions and 9 closed out — a net gain of 10 holders — while 56 added to existing stakes and 21 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $22.3M. The largest seller was Kestra Advisory Services, cutting an estimated $894K.

  • 124 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2025, up from 115 in Q4 2024.
  • Funds reported $560M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 19 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2025 and 9 closed out, a net change of +10 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2025 was Osaic Holdings, an estimated $22.3M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $894K sold.

Based on aggregated 13F filings for Q1 2025.