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Fidelity Enhanced Large Cap Value ETF

140 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 21 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.79% more ownership

Funds ownership: 28.09%28.88% (+0.79%)

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
140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$41K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
Cordant Inc
Oregon
$65.6K
NSIM
102
North Star Investment Management
Illinois
$56.6K
UBS Group
103
UBS Group
Switzerland
$34K
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
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
FFL
113
Financial Freedom LLC
Ohio
$19K
WWA
114
Wealth Watch Advisors
Colorado
$18.7K
HNB
115
Huntington National Bank
Ohio
$18.5K
AssetMark Inc
116
AssetMark Inc
California
$17.8K
CA
117
CoreCap Advisors
Michigan
$14.6K
AIM
118
Anchor Investment Management
South Carolina
$11.2K
AF
119
Advisornet Financial
Minnesota
$10.9K
AWM
120
Abound Wealth Management
Tennessee
$10.9K
CAL
121
Capital Advisors Ltd
Ohio
$10K
JP Morgan Chase
122
JP Morgan Chase
New York
$9.63K
MFT
123
Moisand Fitzgerald Tamayo
Florida
$9.59K
ACA
124
Aptus Capital Advisors
Alabama
$9.39K
AF
125
Allworth Financial
California
$9.07K