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Fidelity Enhanced Large Cap Value ETF
FELV

115 hedge funds and large institutions have $479M invested in Fidelity Enhanced Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

114% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 21

105% more capital invested

Capital invested by funds: $233M → $479M (+$246M)

12.94% more ownership

Funds ownership: 11.74% → 24.69% (+13%)

13% more funds holding

Funds holding: 102 → 115 (+13)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
45
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.15M
3
SWP
Stratos Wealth Partners
Ohio
+$4.95M
4
ARG
Advisory Resource Group
Oklahoma
+$4.86M
5
SFG
Sowa Financial Group
Rhode Island
+$4.61M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$3.98M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.46M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$1.16M
5
WA
WBH Advisory
Maryland
-$661K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$351M +$238M +7,542,064 +189%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35.3M +$6.15M +195,104 +20%
SFG
3
Sowa Financial Group
Rhode Island
$15.8M +$4.61M +146,263 +39%
LPL Financial
4
LPL Financial
California
$10.4M +$2.61M +82,862 +32%
KAS
5
Kestra Advisory Services
Texas
$9.74M +$239K +7,590 +2%
SWP
6
Stratos Wealth Partners
Ohio
$4.79M +$4.95M +157,100 New
ARG
7
Advisory Resource Group
Oklahoma
$4.7M +$4.86M +154,154 New
Osaic Holdings
8
Osaic Holdings
Arizona
$3.69M +$236K +7,489 +7%
JWCA
9
J.W. Cole Advisors
Florida
$2.88M +$193K +6,114 +7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.66M +$434K +13,785 +19%
PWCM
11
Processus Wealth & Capital Management
Tennessee
$2.41M +$20.5K +649 +0.8%
PAG
12
Private Advisor Group
New Jersey
$2.16M +$1.76M +55,908 +376%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.11M +$1.26M +40,108 +138%
Raymond James Financial
14
Raymond James Financial
Florida
$1.83M +$1.9M +60,181 New
Goldman Sachs
15
Goldman Sachs
New York
$1.81M +$890K +28,239 +91%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.77M – – –
SS
17
Sunbelt Securities
Texas
$1.46M -$53.1K -1,684 -3%
EFS
18
Essex Financial Services
Connecticut
$1.45M -$19.3K -612 -1%
IAG
19
Investment Advisory Group
Massachusetts
$1.13M +$315K +9,984 +37%
VPWA
20
Vestia Personal Wealth Advisors
Indiana
$1.11M -$31.9K -1,013 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$800K -$1.2M -38,005 -59%
BCWM
22
Ball & Co Wealth Management
Tennessee
$760K +$787K +24,963 New
CFS
23
CRA Financial Services
New Jersey
$712K -$85.9K -2,726 -10%
EHC
24
Everett Harris & Co
California
$705K +$730K +23,150 New
PGFC
25
Peapack-Gladstone Financial Corp
New Jersey
$678K -$26.3K -835 -4%
1
2 3 4 5

FELV Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q4 2024, worth a combined $479M — up 105% from $233M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FELV positions and 9 closed out — a net gain of 17 holders — while 45 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $238M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $3.98M sold.

  • 115 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q4 2024, up from 102 in Q3 2024.
  • Funds reported $479M of Fidelity Enhanced Large Cap Value ETF stock for Q4 2024, up 105% quarter-over-quarter.
  • 26 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q4 2024 and 9 closed out, a net change of +17 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q4 2024 was Fidelity Investments, an estimated $238M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2024.