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Fidelity Enhanced Large Cap Value ETF

78 hedge funds and large institutions have $292M invested in Fidelity Enhanced Large Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

15.67% more ownership

Funds ownership: 0%15.67% (+16%)

Holders
78
Holders Change
+78
Holders Change %
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
78
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$240M +$232M +8,928,770 New
LNC
2
Lincoln National Corp
Pennsylvania
$7.56M +$7.3M +281,573 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.1M +$4.93M +190,099 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.9M +$4.73M +182,362 New
KAS
5
Kestra Advisory Services
Texas
$4.56M +$4.41M +169,829 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.89M +$2.8M +107,783 New
JWCA
7
J.W. Cole Advisors
Florida
$2.39M +$2.31M +89,092 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.05M +$1.98M +76,249 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.63M +$1.57M +60,575 New
EPWM
10
Essex Private Wealth Management
Massachusetts
$1.57M +$1.51M +58,386 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.45M +$1.4M +53,983 New
WA
12
WBH Advisory
Maryland
$1.4M +$1.35M +51,959 New
LPL Financial
13
LPL Financial
California
$1.35M +$1.3M +50,217 New
EFS
14
Essex Financial Services
Connecticut
$1.15M +$1.11M +42,771 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$960K +$927K +35,739 New
TLP
16
Trinity Legacy Partners
Texas
$935K +$903K +34,814 New
Morgan Stanley
17
Morgan Stanley
New York
$806K +$779K +30,028 New
LFG
18
Larson Financial Group
Missouri
$784K +$757K +29,198 New
Jane Street
19
Jane Street
New York
$761K +$735K +28,346 New
CFS
20
CRA Financial Services
New Jersey
$758K +$732K +28,239 New
SS
21
Sunbelt Securities
Texas
$710K +$686K +26,428 New
IAG
22
Investment Advisory Group
Massachusetts
$663K +$641K +24,701 New
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$536K +$518K +19,970 New
TCM
24
Traynor Capital Management
Pennsylvania
$470K +$454K +17,508 New
CA
25
Clearstead Advisors
Ohio
$408K +$394K +15,184 New

FELV Hedge Fund Activity: Q4 2023 in Review

78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q4 2023, worth a combined $292M.

Buyers outnumbered sellers: 78 funds opened new FELV positions and 0 closed out — a net gain of 78 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $232M.

  • 78 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $292M of Fidelity Enhanced Large Cap Value ETF stock for Q4 2023.
  • 78 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q4 2023 and 0 closed out, a net change of +78 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q4 2023 was Fidelity Investments, an estimated $232M added.

Based on aggregated 13F filings for Q4 2023.