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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$238M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.15M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.95M |
| 4 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$4.86M |
| 5 |
SFG
Sowa Financial Group
Lincoln,
Rhode Island
|
+$4.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$3.98M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.46M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.2M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$1.16M |
| 5 |
WA
WBH Advisory
Baltimore,
Maryland
|
-$661K |
FELV Hedge Fund Activity: Q4 2024 in Review
115 of the 7,607 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.