FELV icon

Fidelity Enhanced Large Cap Value ETF

101 hedge funds and large institutions have $233M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
40
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$124M 3,993,236 -9,115 -0.2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.9M 964,752 +253,862 +36%
SFG
3
Sowa Financial Group
Rhode Island
$11.6M 373,804 +373,804 New
KAS
4
Kestra Advisory Services
Texas
$9.66M 312,165 +14,542 +5%
LPL Financial
5
LPL Financial
California
$7.96M 257,062 +195,735 +319%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$3.98M 61,289 +61,289 New
Osaic Holdings
7
Osaic Holdings
Arizona
$3.51M 113,448 -202,301 -64%
JWCA
8
J.W. Cole Advisors
Florida
$2.74M 88,517 +1,932 +2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.46M 79,349 +59,526 +300%
PWCM
10
Processus Wealth & Capital Management
Tennessee
$2.43M 78,401 -2,498 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.28M 73,608 +24,386 +50%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.99M 64,262 +42,629 +197%
EPWM
13
Essex Private Wealth Management
Massachusetts
$1.81M 58,369 +250 +0.4%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.79M 57,961
SS
15
Sunbelt Securities
Texas
$1.53M 49,557 +23,879 +93%
EFS
16
Essex Financial Services
Connecticut
$1.5M 48,103 -44 -0.1%
WA
17
WBH Advisory
Maryland
$1.32M 42,772 +189 +0.4%
Prudential Financial
18
Prudential Financial
New Jersey
$1.16M 37,599 +37,599 New
VPWA
19
Vestia Personal Wealth Advisors
Indiana
$1.15M 37,292 -20 -0.1%
OMC
20
Old Mission Capital
Illinois
$1.05M 33,818 +21,109 +166%
Goldman Sachs
21
Goldman Sachs
New York
$965K 31,160
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$901K 29,115 -21,111 -42%
LFG
23
Larson Financial Group
Missouri
$860K 27,762 -1,318 -5%
IAG
24
Investment Advisory Group
Massachusetts
$835K 26,984 +769 +3%
CFS
25
CRA Financial Services
New Jersey
$808K 26,096 -1,173 -4%