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Fidelity Enhanced Large Cap Value ETF

134 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, 51 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $560M → $650M (+$90.2M)

8% more funds holding

Funds holding: 124134 (+10)

2.45% more ownership

Funds ownership: 25.63%28.08% (+2.4%)

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
51
Reduced
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$404M +$27.4M +904,562 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$54.9M +$9.73M +321,351 +23%
IFA
3
Independence Financial Advisors
New Hampshire
$27.8M +$25.5M +843,354 +2,795%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.8M +$5.25M +173,460 +26%
SFG
5
Sowa Financial Group
Rhode Island
$19.4M +$2.05M +67,863 +13%
Osaic Holdings
6
Osaic Holdings
Arizona
$17.7M -$8.4M -277,555 -33%
LPL Financial
7
LPL Financial
California
$14.6M +$535K +17,680 +4%
WC
8
Weil Company
California
$8.05M +$7.67M +253,501 New
SWP
9
Stratos Wealth Partners
Ohio
$6.44M -$2.66M -87,901 -30%
KAS
10
Kestra Advisory Services
Texas
$5.19M -$3.87M -127,700 -44%
ARG
11
Advisory Resource Group
Oklahoma
$5.05M +$356K +11,774 +8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.49M +$3.81M +125,809 +816%
Raymond James Financial
13
Raymond James Financial
Florida
$4.01M +$1.77M +58,582 +87%
JWCA
14
J.W. Cole Advisors
Florida
$3.42M -$74.8K -2,470 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.4M +$188K +6,206 +6%
PWCM
16
Processus Wealth & Capital Management
Tennessee
$2.47M -$50.6K -1,671 -2%
Citadel Advisors
17
Citadel Advisors
Florida
$2.28M +$1.5M +49,459 +223%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.14M -$2.43M -80,253 -54%
PAG
19
Private Advisor Group
New Jersey
$2.03M -$532K -17,570 -22%
IAG
20
Investmark Advisory Group
Connecticut
$2M +$1.91M +62,945 New
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.84M
EFS
22
Essex Financial Services
Connecticut
$1.52M +$13.6K +449 +0.9%
SS
23
Sunbelt Securities
Texas
$1.46M +$43.3K +1,431 +3%
NA
24
NewEdge Advisors
Louisiana
$1.41M -$299K -9,867 -18%
IAG
25
Investment Advisory Group
Massachusetts
$1.2M +$272 +9 +0%

FELV Hedge Fund Activity: Q2 2025 in Review

134 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Value ETF (FELV) for Q2 2025, worth a combined $650M — up 16% from $560M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FELV positions and 15 closed out — a net gain of 11 holders — while 51 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.4M. The largest seller was Osaic Holdings, cutting an estimated $8.4M.

  • 134 institutional investors held Fidelity Enhanced Large Cap Value ETF (FELV) as of Q2 2025, up from 124 in Q1 2025.
  • Funds reported $650M of Fidelity Enhanced Large Cap Value ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 26 funds opened new Fidelity Enhanced Large Cap Value ETF positions in Q2 2025 and 15 closed out, a net change of +11 holders.
  • The largest Fidelity Enhanced Large Cap Value ETF buyer in Q2 2025 was Fidelity Investments, an estimated $27.4M added.
  • The largest Fidelity Enhanced Large Cap Value ETF seller in Q2 2025 was Osaic Holdings, an estimated $8.4M sold.

Based on aggregated 13F filings for Q2 2025.