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Fidelity Enhanced Large Cap Value ETF

135 hedge funds and large institutions have $650M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$404M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$54.9M
IFA
3
Independence Financial Advisors
New Hampshire
$27.8M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.8M
SFG
5
Sowa Financial Group
Rhode Island
$19.4M
Osaic Holdings
6
Osaic Holdings
Arizona
$17.7M
LPL Financial
7
LPL Financial
California
$14.6M
WC
8
Weil Company
California
$8.05M
SWP
9
Stratos Wealth Partners
Ohio
$6.44M
KAS
10
Kestra Advisory Services
Texas
$5.19M
ARG
11
Advisory Resource Group
Oklahoma
$5.05M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.49M
Raymond James Financial
13
Raymond James Financial
Florida
$4.01M
JWCA
14
J.W. Cole Advisors
Florida
$3.42M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.4M
PWCM
16
Processus Wealth & Capital Management
Tennessee
$2.47M
Citadel Advisors
17
Citadel Advisors
Florida
$2.28M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.14M
PAG
19
Private Advisor Group
New Jersey
$2.03M
IAG
20
Investmark Advisory Group
Connecticut
$2M
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.84M
EFS
22
Essex Financial Services
Connecticut
$1.52M
SS
23
Sunbelt Securities
Texas
$1.46M
NA
24
NewEdge Advisors
Louisiana
$1.41M
IAG
25
Investment Advisory Group
Massachusetts
$1.2M