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Fidelity Enhanced Large Cap Value ETF
FELV

142 hedge funds and large institutions have $708M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 29

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $650M → $708M (+$57.5M)

6% more funds holding

Funds holding: 134 → 142 (+8)

0.8% more ownership

Funds ownership: 28.08% → 28.88% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $41K

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
63
Reduced
29
Closed
11
Calls
–
Puts
$41K
Net Calls
-$41K
Net Calls Change
-$41K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.5M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.01M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.47M
5
IFA
Independence Financial Advisors
New Hampshire
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.8M
2
SWP
Stratos Wealth Partners
Ohio
-$2M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.09M
4
SWGC
Summit Wealth Group (Colorado)
Colorado
-$1.01M
5
LPL Financial
LPL Financial
California
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
126
Allworth Financial
California
$9.07K +$3.62K +111 +69%
CFG
127
CKW Financial Group
Hawaii
$8K – – –
GG
128
Gleason Group
Kentucky
$6.69K +$33 +1 +0.5%
TWM
129
Tripletail Wealth Management
Florida
$4.59K +$4.43K +136 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$4.26K +$4.14K +127 New
AWM
131
AE Wealth Management
Kansas
$4.26K -$170K -5,222 -98%
GWM
132
Geneos Wealth Management
Colorado
$3.94K +$33 +1 +0.9%
ADL
133
Asset Dedication LLC
California
$3.17K +$33 +1 +1%
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$2.82K +$2.51K +77 +1,100%
GWSG
135
GPS Wealth Strategies Group
Colorado
$2.82K +$2.74K +84 New
LI
136
LRI Investments
Florida
$2.28K +$1.86K +57 +518%
RBC
137
Roble Belko & Company
Pennsylvania
$2K +$1.53K +47 New
WANY
138
Wealthspire Advisors (New York)
New York
$1.51K +$1.47K +45 New
LWA
139
Lowe Wealth Advisors
Maryland
$1.39K – – –
JWM
140
JPL Wealth Management
Colorado
$927 +$912 +28 New
KPP
141
Kings Path Partners
Texas
$393 – – –
Comerica Bank
142
Comerica Bank
Texas
$196 +$195 +6 New
BTI
143
Blue Trust Inc
Georgia
$42 – – –
SWGC
144
Summit Wealth Group (Colorado)
Colorado
– -$1.01M -31,863 Closed
Goldman Sachs
145
Goldman Sachs
New York
– -$635K -19,999 Closed
GIM
146
Glenmede Investment Management
Pennsylvania
– -$477K -15,007 Closed
Stifel Financial
147
Stifel Financial
Missouri
– -$347K -10,918 Closed
GLR
148
Great Lakes Retirement
Ohio
– -$307K -9,659 Closed
LWL
149
Leo Wealth LLC
Texas
– -$257K -8,084 Closed
Cerity Partners
150
Cerity Partners
New York
– -$213K -6,708 Closed
3 4 5
6
7

FELV Hedge Fund Activity: Q3 2025 in Review

142 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q3 2025, worth a combined $708M — up 8.8% from $650M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FELV positions and 11 closed out — a net gain of 12 holders — while 63 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.8M. The largest seller was Envestnet Asset Management, cutting an estimated $26.8M.

  • 142 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q3 2025, up from 134 in Q2 2025.
  • Funds reported $708M of Fidelity Enhanced Large Cap Value ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 23 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q3 2025 and 11 closed out, a net change of +12 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q3 2025 was Fidelity Investments, an estimated $38.8M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q3 2025.