Fidelity Enhanced Large Cap Value ETF
FELV
90 hedge funds and large institutions have $331M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
55% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 22
15% more funds holding
Funds holding: 78 → 90 (+12)
14% more capital invested
Capital invested by funds: $292M → $331M (+$39.6M)
0.93% more ownership
Funds ownership: 15.65% → 16.58% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$13.8M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.22M |
| 3 |
PWCM
Processus Wealth & Capital Management
Brentwood,
Tennessee
|
+$2.22M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$635K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.81M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.03M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1M |
| 4 |
TLP
Trinity Legacy Partners
Houston,
Texas
|
-$935K |
| 5 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
-$470K |
FELV Hedge Fund Activity: Q1 2024 in Review
90 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2024, worth a combined $331M — up 14% from $292M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FELV positions and 8 closed out — a net gain of 12 holders — while 34 added to existing stakes and 22 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $13.8M. The largest seller was Susquehanna International Group, cutting an estimated $3.81M.
- 90 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2024, up from 78 in Q4 2023.
- Funds reported $331M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 20 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2024 and 8 closed out, a net change of +12 holders.
- The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $13.8M added.
- The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2024 was Susquehanna International Group, an estimated $3.81M sold.
Based on aggregated 13F filings for Q1 2024.