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Fidelity Enhanced Large Cap Value ETF

148 hedge funds and large institutions have $848M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 67 increasing their positions, 21 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

20% more capital invested

Capital invested by funds: $708M → $848M (+$140M)

4% more funds holding

Funds holding: 142148 (+6)

1.93% more ownership

Funds ownership: 28.88%30.81% (+1.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $42K

Holders
148
Holders Change
+6
Holders Change %
+4.23%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
31
Increased
67
Reduced
21
Closed
23
Calls
Puts
$42K
Net Calls
-$42K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
126
Moisand Fitzgerald Tamayo
Florida
$9.91K
AWM
127
AE Wealth Management
Kansas
$9.43K +$4.93K +145 +114%
AF
128
Allworth Financial
California
$9.41K +$34 +1 +0.4%
NRG
129
Nemes Rush Group
Michigan
$8.35K +$8.19K +241 New
CFG
130
CKW Financial Group
Hawaii
$8K
GG
131
Gleason Group
Kentucky
$6.95K
B
132
Bayban
Minnesota
$6.86K +$6.73K +198 New
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$5.82K +$5.71K +168 New
GWM
134
Geneos Wealth Management
Colorado
$4.09K
NA
135
Networth Advisors
Pennsylvania
$3.41K +$3.33K +98 New
GWSG
136
GPS Wealth Strategies Group
Colorado
$2.91K
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$2.91K
LI
138
LRI Investments
Florida
$2.36K
RBC
139
Roble Belko & Company
Pennsylvania
$2K
PAM
140
Parvin Asset Management
South Dakota
$1.14K +$1.12K +33 New
JFGIW
141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11K +$1.09K +32 New
MCA
142
McGuire Capital Advisors
Oklahoma
$797 +$782 +23 New
Comerica Bank
143
Comerica Bank
Texas
$708 +$476 +14 +233%
RA
144
Ransom Advisory
Rhode Island
$589 +$578 +17 New
UBS AM
145
UBS AM
Illinois
$589 +$578 +17 New
KPP
146
Kings Path Partners
Texas
$406
SAM
147
Smartleaf Asset Management
Massachusetts
$70 +$68 +2 New
BTI
148
Blue Trust Inc
Georgia
$43
Citadel Advisors
149
Citadel Advisors
Florida
-$1.28M -38,316 Closed
BPA
150
Beacon Pointe Advisors
California
-$726K -21,649 Closed

FELV Hedge Fund Activity: Q4 2025 in Review

148 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q4 2025, worth a combined $848M — up 20% from $708M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FELV positions and 23 closed out — a net gain of 8 holders — while 67 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $28.1M. The largest seller was Osaic Holdings, cutting an estimated $2.75M.

  • 148 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q4 2025, up from 142 in Q3 2025.
  • Funds reported $848M of Fidelity Enhanced Large Cap Value ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 31 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q4 2025 and 23 closed out, a net change of +8 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q4 2025 was Fidelity Investments, an estimated $28.1M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q4 2025 was Osaic Holdings, an estimated $2.75M sold.

Based on aggregated 13F filings for Q4 2025.