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Fidelity Enhanced Large Cap Value ETF

90 hedge funds and large institutions have $188M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
39
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$114M 4,002,351 -4,888,920 -55%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.3M 710,890 +29,541 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.02M 315,749 +225,572 +250%
KAS
4
Kestra Advisory Services
Texas
$8.5M 297,623 +47,225 +19%
JWCA
5
J.W. Cole Advisors
Florida
$2.47M 86,585 -2,145 -2%
PWCM
6
Processus Wealth & Capital Management
Tennessee
$2.31M 80,899 +498 +0.6%
LPL Financial
7
LPL Financial
California
$1.75M 61,327 +9,757 +19%
EPWM
8
Essex Private Wealth Management
Massachusetts
$1.66M 58,119 -818 -1%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.66M 57,961
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.43M 50,226 -21,145 -30%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.41M 49,222 -5,810 -11%
EFS
12
Essex Financial Services
Connecticut
$1.39M 48,147 +4,070 +9%
WA
13
WBH Advisory
Maryland
$1.22M 42,583 +109 +0.3%
VPWA
14
Vestia Personal Wealth Advisors
Indiana
$1.07M 37,312 +37,312 New
Goldman Sachs
15
Goldman Sachs
New York
$890K 31,160 +31,160 New
LFG
16
Larson Financial Group
Missouri
$831K 29,080 +139 +0.5%
OWA
17
Outlook Wealth Advisors
Texas
$807K 7,671 +19 +0.2%
CFS
18
CRA Financial Services
New Jersey
$779K 27,269 -1,024 -4%
IAG
19
Investment Advisory Group
Massachusetts
$749K 26,215 +12 +0%
SS
20
Sunbelt Securities
Texas
$733K 25,678 +66 +0.3%
Jane Street
21
Jane Street
New York
$730K 25,558 -3,533 -12%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$673K 23,557 +8,550 +57%
RJA
23
Raymond James & Associates
Florida
$662K 23,164 +128 +0.6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$618K 21,633 -2,599 -11%
EWA
25
EP Wealth Advisors
California
$597K 20,915 +16,605 +385%