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Fidelity Enhanced Large Cap Value ETF

124 hedge funds and large institutions have $560M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 21

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $479M → $560M (+$81.1M)

8% more funds holding

Funds holding: 115124 (+9)

0.95% more ownership

Funds ownership: 24.69%25.63% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
56
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$363M +$8.66M +277,122 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$43.2M +$7.71M +246,664 +21%
Osaic Holdings
3
Osaic Holdings
Arizona
$25.7M +$22.3M +714,374 +591%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.6M +$20.1M +642,955 +2,449%
SFG
5
Sowa Financial Group
Rhode Island
$16.6M +$674K +21,588 +4%
LPL Financial
6
LPL Financial
California
$13.6M +$3.19M +102,060 +30%
KAS
7
Kestra Advisory Services
Texas
$8.95M -$894K -28,604 -9%
SWP
8
Stratos Wealth Partners
Ohio
$8.93M +$4.17M +133,488 +85%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.53M +$2.44M +78,251 +113%
ARG
10
Advisory Resource Group
Oklahoma
$4.53M -$217K -6,932 -4%
JWCA
11
J.W. Cole Advisors
Florida
$3.38M +$480K +15,363 +16%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.1M +$421K +13,481 +15%
PAG
13
Private Advisor Group
New Jersey
$2.51M +$338K +10,824 +15%
PWCM
14
Processus Wealth & Capital Management
Tennessee
$2.44M +$8.09K +259 +0.3%
Goldman Sachs
15
Goldman Sachs
New York
$2.33M +$516K +16,531 +28%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.08M +$2.11M +67,611 New
Raymond James Financial
17
Raymond James Financial
Florida
$2.08M +$229K +7,321 +12%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.78M
NA
19
NewEdge Advisors
Louisiana
$1.67M +$1.68M +53,898 +10,780%
EFS
20
Essex Financial Services
Connecticut
$1.46M -$1.06K -34 -0.1%
SS
21
Sunbelt Securities
Texas
$1.43M -$44.7K -1,431 -3%
IAG
22
Investment Advisory Group
Massachusetts
$1.16M +$28.5K +911 +2%
VPWA
23
Vestia Personal Wealth Advisors
Indiana
$1.11M -$5.47K -175 -0.5%
PAS
24
PKS Advisory Services
New York
$1.04M +$1.06M +33,955 New
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.03M +$629K +20,144 +150%

FELV Hedge Fund Activity: Q1 2025 in Review

124 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q1 2025, worth a combined $560M — up 17% from $479M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FELV positions and 9 closed out — a net gain of 10 holders — while 56 added to existing stakes and 21 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $22.3M. The largest seller was Kestra Advisory Services, cutting an estimated $894K.

  • 124 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q1 2025, up from 115 in Q4 2024.
  • Funds reported $560M of Fidelity Enhanced Large Cap Value ETF stock for Q1 2025, up 17% quarter-over-quarter.
  • 19 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q1 2025 and 9 closed out, a net change of +10 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q1 2025 was Osaic Holdings, an estimated $22.3M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $894K sold.

Based on aggregated 13F filings for Q1 2025.