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Fidelity Enhanced Large Cap Value ETF

134 hedge funds and large institutions have $650M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $560M → $650M (+$90.2M)

8% more funds holding

Funds holding: 124134 (+10)

2.45% more ownership

Funds ownership: 25.63%28.08% (+2.4%)

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
51
Reduced
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
101
Bogart Wealth LLC
Virginia
$65.7K +$62.6K +2,069 New
CI
102
Cordant Inc
Oregon
$61.9K +$272 +9 +0.5%
NSIM
103
North Star Investment Management
Illinois
$53.4K +$212 +7 +0.4%
EWA
104
EverSource Wealth Advisors
Alabama
$29.2K -$62.1K -2,053 -69%
HIW
105
Holos Integrated Wealth
Pennsylvania
$28K
WTFG
106
Wood Tarver Financial Group
Idaho
$27K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$24K
IRC
108
Investors Research Corp
Georgia
$23.6K
RFA
109
Register Financial Advisors
Georgia
$22.3K +$21.3K +703 New
JWA
110
JFS Wealth Advisors
Pennsylvania
$21K
MG
111
MilWealth Group
Wisconsin
$20.1K
FFL
112
Financial Freedom LLC
Ohio
$17.9K +$61 +2 +0.4%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$14.2K +$3.72K +123 +38%
CA
114
CoreCap Advisors
Michigan
$13.8K +$13.1K +434 New
AIM
115
Anchor Investment Management
South Carolina
$13.1K +$12.5K +412 New
AF
116
Advisornet Financial
Minnesota
$10.3K
AWM
117
Abound Wealth Management
Tennessee
$10.3K +$7.84K +259 +398%
MFT
118
Moisand Fitzgerald Tamayo
Florida
$9.09K
CAL
119
Capital Advisors Ltd
Ohio
$9K +$30 +1 +0.3%
CFG
120
CKW Financial Group
Hawaii
$8K
GG
121
Gleason Group
Kentucky
$6.32K +$30 +1 +0.5%
AF
122
Allworth Financial
California
$5.08K +$4.84K +160 New
GWM
123
Geneos Wealth Management
Colorado
$3.72K -$3.54K -117 -50%
ADL
124
Asset Dedication LLC
California
$2.99K
Jones Financial Companies
125
Jones Financial Companies
Missouri
$1.49K +$1.42K +47 New

FELV Hedge Fund Activity: Q2 2025 in Review

134 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q2 2025, worth a combined $650M — up 16% from $560M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FELV positions and 15 closed out — a net gain of 11 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.4M. The largest seller was Osaic Holdings, cutting an estimated $8.4M.

  • 134 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q2 2025, up from 124 in Q1 2025.
  • Funds reported $650M of Fidelity Enhanced Large Cap Value ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 26 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q2 2025 and 15 closed out, a net change of +11 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q2 2025 was Fidelity Investments, an estimated $27.4M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q2 2025 was Osaic Holdings, an estimated $8.4M sold.

Based on aggregated 13F filings for Q2 2025.