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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.68%
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
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$22M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.52M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.58M
5
SWP
Stratos Wealth Partners
Ohio
+$4.1M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$879K
2
OMC
Old Mission Capital
Illinois
-$558K
3
Jane Street
Jane Street
New York
-$395K
4
EHC
Everett Harris & Co
California
-$356K
5
MWM
Mission Wealth Management
California
-$220K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$363M +$8.52M +277,122 +2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$43.2M +$7.58M +246,664 +21%
Osaic Holdings
3
Osaic Holdings
Arizona
$25.7M +$22M +714,374 +591%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.6M +$19.8M +642,955 +2,449%
SFG
5
Sowa Financial Group
Rhode Island
$16.7M +$664K +21,588 +4%
LPL Financial
6
LPL Financial
California
$13.6M +$3.14M +102,060 +30%
KAS
7
Kestra Advisory Services
Texas
$8.95M -$879K -28,604 -9%
SWP
8
Stratos Wealth Partners
Ohio
$8.93M +$4.1M +133,488 +85%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.53M +$2.41M +78,251 +113%
ARG
10
Advisory Resource Group
Oklahoma
$4.53M -$213K -6,932 -4%
JWCA
11
J.W. Cole Advisors
Florida
$3.38M +$472K +15,363 +16%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.1M +$414K +13,481 +15%
PAG
13
Private Advisor Group
New Jersey
$2.51M +$333K +10,824 +15%
PWCM
14
Processus Wealth & Capital Management
Tennessee
$2.44M +$7.96K +259 +0.3%
Goldman Sachs
15
Goldman Sachs
New York
$2.33M +$508K +16,531 +28%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.08M +$2.08M +67,611 New
Raymond James Financial
17
Raymond James Financial
Florida
$2.08M +$225K +7,321 +12%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.78M – – –
NA
19
NewEdge Advisors
Louisiana
$1.67M +$1.66M +53,898 +10,780%
EFS
20
Essex Financial Services
Connecticut
$1.46M -$1.05K -34 -0.1%
SS
21
Sunbelt Securities
Texas
$1.43M -$44K -1,431 -3%
IAG
22
Investment Advisory Group
Massachusetts
$1.16M +$28K +911 +2%
VPWA
23
Vestia Personal Wealth Advisors
Indiana
$1.11M -$5.38K -175 -0.5%
PAS
24
PKS Advisory Services
New York
$1.04M +$1.04M +33,955 New
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.03M +$619K +20,144 +150%
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