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Fidelity Enhanced Large Cap Value ETF

161 hedge funds and large institutions have $875M invested in Fidelity Enhanced Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.32% more ownership

Funds ownership: 30.81%33.12% (+2.3%)

3% more capital invested

Capital invested by funds: $848M → $875M (+$27.3M)

89% less call options, than puts

Call options by funds: $4K | Put options by funds: $37K

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4K
Puts
$37K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
WealthTrust Axiom
Pennsylvania
$209K
DFG
102
Dynamic Financial Group
Iowa
$200K
FFA
103
Farther Finance Advisors
California
$199K
CAM
104
Clarity Asset Management
Iowa
$189K
KFI
105
Key Financial Inc
Pennsylvania
$177K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$175K
SN
107
Sittner & Nelson
Oregon
$156K
IAAG
108
Innovative Asset Advisors Group
Connecticut
$152K
SPIA
109
Steward Partners Investment Advisory
New York
$138K
Jones Financial Companies
110
Jones Financial Companies
Missouri
$138K
RCM
111
Richardson Capital Management
Wisconsin
$134K
CTWM
112
Cherry Tree Wealth Management
Minnesota
$127K
CA
113
CoreCap Advisors
Michigan
$125K
AWM
114
AE Wealth Management
Kansas
$90.9K
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$80.4K
AF
116
Align Financial
Minnesota
$70.4K
CI
117
Cordant Inc
Oregon
$68.9K
NSIM
118
North Star Investment Management
Illinois
$59.5K
LWM
119
Lodestone Wealth Management
Washington
$57.9K
AssetMark Inc
120
AssetMark Inc
California
$54.9K
SWM
121
SHP Wealth Management
Massachusetts
$54.4K
EWA
122
EverSource Wealth Advisors
Alabama
$40.2K
HIW
123
Holos Integrated Wealth
Pennsylvania
$30.9K
VAI
124
Vanguard Advisers Inc
Pennsylvania
$29.4K
AF
125
Allworth Financial
California
$28.2K