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Fidelity Enhanced Large Cap Value ETF

135 hedge funds and large institutions have $635M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
1.81%
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
52
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PS
101
Principal Securities
Iowa
$70.6K +$51.9K +1,634 +277%
BWL
102
Bogart Wealth LLC
Virginia
$65.7K +$65.7K +2,069 New
CI
103
Cordant Inc
Oregon
$61.9K +$286 +9 +0.5%
NSIM
104
North Star Investment Management
Illinois
$53.4K +$222 +7 +0.4%
EWA
105
EverSource Wealth Advisors
Alabama
$29.2K -$65.2K -2,053 -69%
HIW
106
Holos Integrated Wealth
Pennsylvania
$28K
WTFG
107
Wood Tarver Financial Group
Idaho
$27K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$24K
IRC
109
Investors Research Corp
Georgia
$23.6K
RFA
110
Register Financial Advisors
Georgia
$22.3K +$22.3K +703 New
JWA
111
JFS Wealth Advisors
Pennsylvania
$21K
MG
112
MilWealth Group
Wisconsin
$20.1K
FFL
113
Financial Freedom LLC
Ohio
$17.9K +$64 +2 +0.4%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$14.2K +$3.91K +123 +38%
CA
115
CoreCap Advisors
Michigan
$13.8K +$13.8K +434 New
AIM
116
Anchor Investment Management
South Carolina
$13.1K +$13.1K +412 New
AF
117
Advisornet Financial
Minnesota
$10.3K
AWM
118
Abound Wealth Management
Tennessee
$10.3K +$8.22K +259 +398%
MFT
119
Moisand Fitzgerald Tamayo
Florida
$9.09K
CAL
120
Capital Advisors Ltd
Ohio
$9K +$30 +1 +0.3%
CFG
121
CKW Financial Group
Hawaii
$8K
GG
122
Gleason Group
Kentucky
$6.32K +$32 +1 +0.5%
AF
123
Allworth Financial
California
$5.08K +$5.08K +160 New
GWM
124
Geneos Wealth Management
Colorado
$3.72K -$3.72K -117 -50%
ADL
125
Asset Dedication LLC
California
$2.99K