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Fidelity Enhanced Large Cap Value ETF

159 hedge funds and large institutions have $874M invested in Fidelity Enhanced Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 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:

2.26% more ownership

Funds ownership: 30.81%33.07% (+2.3%)

3% more capital invested

Capital invested by funds: $848M → $874M (+$26.3M)

89% less call options, than puts

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

Holders
159
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
DFG
101
Dynamic Financial Group
Iowa
$200K
FFA
102
Farther Finance Advisors
California
$199K
CAM
103
Clarity Asset Management
Iowa
$189K
KFI
104
Key Financial Inc
Pennsylvania
$177K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$175K
SN
106
Sittner & Nelson
Oregon
$156K
IAAG
107
Innovative Asset Advisors Group
Connecticut
$152K
SPIA
108
Steward Partners Investment Advisory
New York
$138K
Jones Financial Companies
109
Jones Financial Companies
Missouri
$138K
RCM
110
Richardson Capital Management
Wisconsin
$134K
CTWM
111
Cherry Tree Wealth Management
Minnesota
$127K
CA
112
CoreCap Advisors
Michigan
$125K
AWM
113
AE Wealth Management
Kansas
$90.9K
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$80.4K
AF
115
Align Financial
Minnesota
$70.4K
CI
116
Cordant Inc
Oregon
$68.9K
NSIM
117
North Star Investment Management
Illinois
$59.5K
LWM
118
Lodestone Wealth Management
Washington
$57.9K
AssetMark Inc
119
AssetMark Inc
California
$54.9K
SWM
120
SHP Wealth Management
Massachusetts
$54.4K
EWA
121
EverSource Wealth Advisors
Alabama
$40.2K
HIW
122
Holos Integrated Wealth
Pennsylvania
$30.9K
VAI
123
Vanguard Advisers Inc
Pennsylvania
$29.4K
AF
124
Allworth Financial
California
$28.2K
FFA
125
Founders Financial Alliance
North Carolina
$25.6K