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Fidelity Enhanced Large Cap Value ETF

124 hedge funds and large institutions have $560M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 21

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $479M → $560M (+$81.1M)

8% more funds holding

Funds holding: 115124 (+9)

0.95% more ownership

Funds ownership: 24.69%25.63% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
56
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
126
Old Mission Capital
Illinois
-$558K -18,307 Closed
Jane Street
127
Jane Street
New York
-$395K -12,973 Closed
MWM
128
Mission Wealth Management
California
-$220K -7,218 Closed
PA
129
PSI Advisors
Florida
-$69.1K -2,267 Closed
WIM
130
Westside Investment Management
California
-$25.2K -828 Closed
Franklin Resources
131
Franklin Resources
California
-$12K -395 Closed
WWA
132
Wingate Wealth Advisors
Massachusetts
-$2.1K -69 Closed
RA
133
Ransom Advisory
Rhode Island
-$518 -17 Closed

FELV Hedge Fund Activity: Q1 2025 in Review

124 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2025, worth a combined $560M — up 17% from $479M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FELV positions and 9 closed out — a net gain of 10 holders — while 56 added to existing stakes and 21 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $22.3M. The largest seller was Kestra Advisory Services, cutting an estimated $894K.

  • 124 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2025, up from 115 in Q4 2024.
  • Funds reported $560M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 19 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2025 and 9 closed out, a net change of +10 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2025 was Osaic Holdings, an estimated $22.3M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $894K sold.

Based on aggregated 13F filings for Q1 2025.