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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

135 hedge funds and large institutions have $635M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
52
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$404M
2
IFA
Independence Financial Advisors
New Hampshire
$27.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$54.9M
4
WC
Weil Company
California
$8.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$1.89M
2
KAS
Kestra Advisory Services
Texas
$5.19M
3
SWP
Stratos Wealth Partners
Ohio
$6.44M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.14M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$344K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
126
Jones Financial Companies
Missouri
$1.49K +$1.49K +47 New
AssetMark Inc
127
AssetMark Inc
California
$1.33K +$1.33K +42 New
LWA
128
Lowe Wealth Advisors
Maryland
$1.31K – – –
GJIA
129
Glass Jacobson Investment Advisors
Maryland
$827 -$17.5K -549 -95%
SFA
130
Semmax Financial Advisors
North Carolina
$642 – – –
KPP
131
Kings Path Partners
Texas
$372 +$372 +12 New
LI
132
LRI Investments
Florida
$349 – – –
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$222 – – –
BTI
134
Blue Trust Inc
Georgia
$39 +$39 +1 New
IHWM
135
Iron Horse Wealth Management
Iowa
$32 – – –
EHC
136
Everett Harris & Co
California
– -$356K -11,575 Closed
BCI
137
Brinker Capital Investments
Pennsylvania
– -$283K -9,194 Closed
BFS
138
Bradley Foster & Sargent
Connecticut
– -$264K -8,600 Closed
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
– -$235K -7,652 Closed
GWM
140
GSB Wealth Management
Connecticut
– -$228K -7,407 Closed
EWA
141
EP Wealth Advisors
California
– -$166K -5,390 Closed
PA
142
Parallel Advisors
California
– -$35.4K -1,150 Closed
CWC
143
Carolinas Wealth Consulting
North Carolina
– -$15.5K -506 Closed
Comerica Bank
144
Comerica Bank
Texas
– -$12.9K -421 Closed
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
– -$3.44K -112 Closed
S
146
SignatureFD
Georgia
– -$429 -14 Closed
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
– -$415 -13 Closed
CCM
148
Coldstream Capital Management
Washington
– -$16 -1 Closed
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