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Fidelity Enhanced Large Cap Value ETF

142 hedge funds and large institutions have $708M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 29

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $650M → $708M (+$57.5M)

6% more funds holding

Funds holding: 134142 (+8)

0.8% more ownership

Funds ownership: 28.08%28.88% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $41K

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
63
Reduced
29
Closed
11
Calls
Puts
$41K
Net Calls
-$41K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
Cordant Inc
Oregon
$65.6K +$293 +9 +0.5%
NSIM
102
North Star Investment Management
Illinois
$56.6K +$261 +8 +0.5%
UBS Group
103
UBS Group
Switzerland
$34K -$133K -4,075 -80%
EWA
104
EverSource Wealth Advisors
Alabama
$30.8K
HIW
105
Holos Integrated Wealth
Pennsylvania
$28.6K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$25K
IRC
107
Investors Research Corp
Georgia
$24.9K
FFA
108
Founders Financial Alliance
North Carolina
$24.5K +$23.8K +732 New
RFA
109
Register Financial Advisors
Georgia
$23.6K
JWA
110
JFS Wealth Advisors
Pennsylvania
$22.2K
MG
111
MilWealth Group
Wisconsin
$21.2K
Russell Investments Group
112
Russell Investments Group
United Kingdom
$19.4K +$4.33K +133 +30%
FFL
113
Financial Freedom LLC
Ohio
$19K +$98 +3 +0.5%
WWA
114
Wealth Watch Advisors
Colorado
$18.7K +$18.2K +558 New
HNB
115
Huntington National Bank
Ohio
$18.5K
AssetMark Inc
116
AssetMark Inc
California
$17.8K +$16K +490 +1,167%
CA
117
CoreCap Advisors
Michigan
$14.6K
AIM
118
Anchor Investment Management
South Carolina
$11.2K -$2.51K -77 -19%
MWA
119
Medallion Wealth Advisors
Connecticut
$11.2K +$10.8K +333 New
AF
120
Advisornet Financial
Minnesota
$10.9K
AWM
121
Abound Wealth Management
Tennessee
$10.9K
CAL
122
Capital Advisors Ltd
Ohio
$10K +$33 +1 +0.3%
JP Morgan Chase
123
JP Morgan Chase
New York
$9.63K +$9.35K +287 New
MFT
124
Moisand Fitzgerald Tamayo
Florida
$9.59K
ACA
125
Aptus Capital Advisors
Alabama
$9.39K +$9.12K +280 New

FELV Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q3 2025, worth a combined $708M — up 8.8% from $650M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FELV positions and 11 closed out — a net gain of 12 holders — while 63 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.8M. The largest seller was Envestnet Asset Management, cutting an estimated $26.8M.

  • 142 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q3 2025, up from 134 in Q2 2025.
  • Funds reported $708M of Fidelity Enhanced Large Cap Value ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 23 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q3 2025 and 11 closed out, a net change of +12 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q3 2025 was Fidelity Investments, an estimated $38.8M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2025.