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Fidelity Enhanced Large Cap Value ETF
FELV

162 hedge funds and large institutions have $875M invested in Fidelity Enhanced Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 35

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

9% more funds holding

Funds holding: 148 → 162 (+14)

2.32% more ownership

Funds ownership: 30.81% → 33.12% (+2.3%)

3% more capital invested

Capital invested by funds: $848M → $875M (+$27.3M)

89% less call options, than puts

Call options by funds: $4K | Put options by funds: $37K

Holders
162
Holders Change
+14
Holders Change %
+9.46%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
27
Increased
68
Reduced
35
Closed
8
Calls
$4K
Puts
$37K
Net Calls
-$33K
Net Calls Change
+$9K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$51.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.82M
4
MIM
Marshall Investment Management
Colorado
+$6.03M
5
LPL Financial
LPL Financial
California
+$5.25M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$10.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.58M
3
AF
Align Financial
Minnesota
-$2.43M
4
KAS
Kestra Advisory Services
Texas
-$2.42M
5
SWP
Stratos Wealth Partners
Ohio
-$466K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$2.93K – – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$2.72K +$2.79K +78 New
LI
153
LRI Investments
Florida
$2.37K – – –
RBC
154
Roble Belko & Company
Pennsylvania
$2K – – –
PAM
155
Parvin Asset Management
South Dakota
$1.15K – – –
JWM
156
JPL Wealth Management
Colorado
$965 +$1K +28 New
MCA
157
McGuire Capital Advisors
Oklahoma
$803 – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$713 +$716 +20 New
UBS AM
159
UBS AM
Illinois
$593 – – –
KPP
160
Kings Path Partners
Texas
$406 – – –
RFP
161
Root Financial Partners
California
$377 +$394 +11 New
SAM
162
Smartleaf Asset Management
Massachusetts
$68 – – –
Corient Private Wealth
163
Corient Private Wealth
Florida
– -$428K -12,322 Closed
Cerity Partners
164
Cerity Partners
New York
– -$409K -11,813 Closed
GLR
165
Great Lakes Retirement
Ohio
– -$335K -9,659 Closed
SAI
166
Savvy Advisors Inc
New York
– -$289K -8,327 Closed
FHA
167
Flagship Harbor Advisors
Massachusetts
– -$97.9K -2,825 Closed
WWA
168
Wealth Watch Advisors
Colorado
– -$19.3K -558 Closed
NRG
169
Nemes Rush Group
Michigan
– -$8.35K -241 Closed
JFGIW
170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$1.11K -32 Closed
3 4 5 6
7

FELV Hedge Fund Activity: Q1 2026 in Review

162 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2026, worth a combined $875M — up 3.2% from $848M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FELV positions and 8 closed out — a net gain of 19 holders — while 68 added to existing stakes and 35 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $51.1M. The largest seller was Osaic Holdings, cutting an estimated $10.6M.

  • 162 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2026, up from 148 in Q4 2025.
  • Funds reported $875M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2026, up 3.2% quarter-over-quarter.
  • 27 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2026 and 8 closed out, a net change of +19 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2026 was Fidelity Investments, an estimated $51.1M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2026 was Osaic Holdings, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2026.