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Fidelity Enhanced Large Cap Value ETF

148 hedge funds and large institutions have $848M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 21 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

20% more capital invested

Capital invested by funds: $708M → $848M (+$140M)

4% more funds holding

Funds holding: 142148 (+6)

1.93% more ownership

Funds ownership: 28.88%30.81% (+1.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $42K

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
67
Reduced
21
Closed
23
Calls
Puts
$42K
Net Calls
-$42K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$105K +$408 +12 +0.4%
FHA
102
Flagship Harbor Advisors
Massachusetts
$97.9K +$96K +2,825 New
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$79.8K +$34 +1 +0%
CA
104
CoreCap Advisors
Michigan
$79.8K +$63.5K +1,867 +430%
CI
105
Cordant Inc
Oregon
$68.1K +$272 +8 +0.4%
NSIM
106
North Star Investment Management
Illinois
$58.8K +$238 +7 +0.4%
SWM
107
SHP Wealth Management
Massachusetts
$53.3K +$52.2K +1,537 New
AssetMark Inc
108
AssetMark Inc
California
$51.4K +$32.3K +950 +179%
JP Morgan Chase
109
JP Morgan Chase
New York
$41.2K +$30.7K +902 +314%
EWA
110
EverSource Wealth Advisors
Alabama
$31.8K
HIW
111
Holos Integrated Wealth
Pennsylvania
$30.6K
US Bancorp
112
US Bancorp
Minnesota
$26.4K -$63K -1,852 -71%
PIS
113
POM Investment Strategies
North Carolina
$25K +$24.5K +721 New
RFA
114
Register Financial Advisors
Georgia
$24.4K
LWM
115
Lodestone Wealth Management
Washington
$23.9K +$23.4K +689 New
JWA
116
JFS Wealth Advisors
Pennsylvania
$22.9K
MG
117
MilWealth Group
Wisconsin
$21.9K
Russell Investments Group
118
Russell Investments Group
United Kingdom
$21.8K +$1.7K +50 +9%
WWA
119
Wealth Watch Advisors
Colorado
$19.3K
AA
120
Ancora Advisors
Ohio
$17.3K +$17K +500 New
ACA
121
Aptus Capital Advisors
Alabama
$11.7K +$1.94K +57 +20%
MWA
122
Medallion Wealth Advisors
Connecticut
$11.5K
AF
123
Advisornet Financial
Minnesota
$11.3K
AWM
124
Abound Wealth Management
Tennessee
$11.2K
CAL
125
Capital Advisors Ltd
Ohio
$10K +$34 +1 +0.3%

FELV Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q4 2025, worth a combined $848M — up 20% from $708M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FELV positions and 23 closed out — a net gain of 8 holders — while 67 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.1M. The largest seller was Osaic Holdings, cutting an estimated $2.75M.

  • 148 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q4 2025, up from 142 in Q3 2025.
  • Funds reported $848M of Fidelity Enhanced Large Cap Value ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 31 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q4 2025 was Fidelity Investments, an estimated $28.1M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q4 2025 was Osaic Holdings, an estimated $2.75M sold.

Based on aggregated 13F filings for Q4 2025.