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Fidelity Enhanced Large Cap Value ETF

89 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 19 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
+11
Holders Change %
+14.1%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
34
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$260M 8,891,271 -37,499 -0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.9M 681,349 +498,987 +274%
LNC
3
Lincoln National Corp
Pennsylvania
$8.07M 276,493 -5,080 -2%
KAS
4
Kestra Advisory Services
Texas
$7.31M 250,398 +80,569 +47%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.63M 90,177 +13,928 +18%
JWCA
6
J.W. Cole Advisors
Florida
$2.59M 88,730 -362 -0.4%
PWCM
7
Processus Wealth & Capital Management
Tennessee
$2.35M 80,401 +80,401 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.08M 71,371 -36,412 -34%
EPWM
9
Essex Private Wealth Management
Massachusetts
$1.72M 58,937 +551 +0.9%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.69M 57,961 -2,614 -4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.61M 55,032 +1,049 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.52M 52,027 -138,072 -73%
LPL Financial
13
LPL Financial
California
$1.51M 51,570 +1,353 +3%
EFS
14
Essex Financial Services
Connecticut
$1.29M 44,077 +1,306 +3%
WA
15
WBH Advisory
Maryland
$1.24M 42,474 -9,485 -18%
Jane Street
16
Jane Street
New York
$849K 29,091 +745 +3%
LFG
17
Larson Financial Group
Missouri
$845K 28,941 -257 -0.9%
CFS
18
CRA Financial Services
New Jersey
$826K 28,293 +54 +0.2%
IAG
19
Investment Advisory Group
Massachusetts
$765K 26,203 +1,502 +6%
SS
20
Sunbelt Securities
Texas
$748K 25,612 -816 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$708K 24,232 -11,507 -32%
RJA
22
Raymond James & Associates
Florida
$673K 23,036 +23,036 New
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$577K 19,774 -196 -1%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$438K 15,007 +397 +3%
CA
25
Clearstead Advisors
Ohio
$438K 15,255 +71 +0.5%