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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

114 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.

Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
1.52%
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
1
Fidelity Investments
Massachusetts
$351M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35.3M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.79M
4
ARG
4
Advisory Resource Group
Oklahoma
$4.7M
5
SFG
5
Sowa Financial Group
Rhode Island
$15.8M

Top Sellers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$800K
5
WA
5
WBH Advisory
Maryland
$664K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$351M 11,535,300 +7,542,064 +189%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35.3M 1,159,856 +195,104 +20%
SFG
3
Sowa Financial Group
Rhode Island
$15.8M 520,067 +146,263 +39%
LPL Financial
4
LPL Financial
California
$10.4M 339,924 +82,862 +32%
KAS
5
Kestra Advisory Services
Texas
$9.74M 319,755 +7,590 +2%
SWP
6
Stratos Wealth Partners
Ohio
$4.79M 157,100 +157,100 New
ARG
7
Advisory Resource Group
Oklahoma
$4.7M 154,154 +154,154 New
Osaic Holdings
8
Osaic Holdings
Arizona
$3.69M 120,937 +7,489 +7%
JWCA
9
J.W. Cole Advisors
Florida
$2.88M 94,631 +6,114 +7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.66M 87,393 +13,785 +19%
PWCM
11
Processus Wealth & Capital Management
Tennessee
$2.41M 79,050 +649 +0.8%
PAG
12
Private Advisor Group
New Jersey
$2.16M 70,765 +55,908 +376%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.11M 69,223 +40,108 +138%
Raymond James Financial
14
Raymond James Financial
Florida
$1.83M 60,181 +60,181 New
Goldman Sachs
15
Goldman Sachs
New York
$1.81M 59,399 +28,239 +91%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.77M 57,961 – –
SS
17
Sunbelt Securities
Texas
$1.46M 47,873 -1,684 -3%
EFS
18
Essex Financial Services
Connecticut
$1.45M 47,491 -612 -1%
IAG
19
Investment Advisory Group
Massachusetts
$1.13M 36,968 +9,984 +37%
VPWA
20
Vestia Personal Wealth Advisors
Indiana
$1.11M 36,279 -1,013 -3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$800K 26,257 -38,005 -59%
BCWM
22
Ball & Co Wealth Management
Tennessee
$760K 24,963 +24,963 New
CFS
23
CRA Financial Services
New Jersey
$712K 23,370 -2,726 -10%
EHC
24
Everett Harris & Co
California
$705K 23,150 +23,150 New
PGFC
25
Peapack-Gladstone Financial Corp
New Jersey
$678K 22,268 -835 -4%
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