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Fidelity Enhanced Large Cap Value ETF

134 hedge funds and large institutions have $650M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $560M → $650M (+$90.2M)

8% more funds holding

Funds holding: 124134 (+10)

2.45% more ownership

Funds ownership: 25.63%28.08% (+2.4%)

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
1.76%
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
51
Reduced
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$1.33K +$1.27K +42 New
LWA
127
Lowe Wealth Advisors
Maryland
$1.31K
GJIA
128
Glass Jacobson Investment Advisors
Maryland
$827 -$16.6K -549 -95%
SFA
129
Semmax Financial Advisors
North Carolina
$642
KPP
130
Kings Path Partners
Texas
$372 +$363 +12 New
LI
131
LRI Investments
Florida
$349
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$222
BTI
133
Blue Trust Inc
Georgia
$39 +$30 +1 New
IHWM
134
Iron Horse Wealth Management
Iowa
$32
EHC
135
Everett Harris & Co
California
-$356K -11,575 Closed
BCI
136
Brinker Capital Investments
Pennsylvania
-$283K -9,194 Closed
BFS
137
Bradley Foster & Sargent
Connecticut
-$264K -8,600 Closed
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
-$235K -7,652 Closed
GWM
139
GSB Wealth Management
Connecticut
-$228K -7,407 Closed
CAM
140
Cresset Asset Management
Illinois
-$213K -6,935 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
JP Morgan Chase
147
JP Morgan Chase
New York
-$415 -13 Closed
CCM
148
Coldstream Capital Management
Washington
-$16 -1 Closed
SVCP
149
Silicon Valley Capital Partners
California
-$19 -1 Closed

FELV Hedge Fund Activity: Q2 2025 in Review

134 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q2 2025, worth a combined $650M — up 16% from $560M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FELV positions and 15 closed out — a net gain of 11 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.4M. The largest seller was Osaic Holdings, cutting an estimated $8.4M.

  • 134 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q2 2025, up from 124 in Q1 2025.
  • Funds reported $650M of Fidelity Enhanced Large Cap Value ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 26 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q2 2025 and 15 closed out, a net change of +11 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q2 2025 was Fidelity Investments, an estimated $27.4M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q2 2025 was Osaic Holdings, an estimated $8.4M sold.

Based on aggregated 13F filings for Q2 2025.