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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
Kovitz Investment Group Partners
151
Kovitz Investment Group Partners
Illinois
-$430K -12,813 Closed
WWA
152
WCG Wealth Advisors
Nevada
-$348K -10,390 Closed
HF
153
HRT Financial
New York
-$340K -10,161 Closed
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
-$314K -9,353 Closed
NC
155
North Capital
Utah
-$294K -8,774 Closed
TGAM
156
TBH Global Asset Management
Tennessee
-$272K -8,120 Closed
GWMIA
157
Global Wealth Management Investment Advisory
Florida
-$264K -7,877 Closed
SC
158
Savant Capital
Illinois
-$242K -7,216 Closed
DFG
159
Dynamic Financial Group
Iowa
-$242K -7,205 Closed
AAS
160
Ameritas Advisory Services
Nebraska
-$233K -6,960 Closed
RA
161
Rise Advisors
New York
-$136K -4,047 Closed
PS
162
Principal Securities
Iowa
-$87.2K -2,602 Closed
IRC
163
Investors Research Corp
Georgia
-$24.9K -744 Closed
FFA
164
Founders Financial Alliance
North Carolina
-$24.5K -732 Closed
FFL
165
Financial Freedom LLC
Ohio
-$19K -566 Closed
AIM
166
Anchor Investment Management
South Carolina
-$11.2K -335 Closed
TWM
167
Tripletail Wealth Management
Florida
-$4.59K -136 Closed
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
-$4.26K -127 Closed
ADL
169
Asset Dedication LLC
California
-$3.17K -95 Closed
WANY
170
Wealthspire Advisors (New York)
New York
-$1.51K -45 Closed
JWM
171
JPL Wealth Management
Colorado
-$927 -28 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.