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Fidelity Enhanced Large Cap Value ETF
FELV

Overview Fund Activity

135 hedge funds and large institutions have $635M 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 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
1.81%
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
52
Reduced
26
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.7M
2
IFA
Independence Financial Advisors
New Hampshire
+$26.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.2M
4
WC
Weil Company
California
+$8.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.51M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$23.6M
2
KAS
Kestra Advisory Services
Texas
-$4.06M
3
SWP
Stratos Wealth Partners
Ohio
-$2.79M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.55M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$404M +$28.7M +904,562 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$54.9M +$10.2M +321,351 +23%
IFA
3
Independence Financial Advisors
New Hampshire
$27.8M +$26.8M +843,354 +2,795%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.8M +$5.51M +173,460 +26%
SFG
5
Sowa Financial Group
Rhode Island
$19.4M +$2.16M +67,863 +13%
LPL Financial
6
LPL Financial
California
$14.6M +$562K +17,680 +4%
WC
7
Weil Company
California
$8.05M +$8.05M +253,501 New
SWP
8
Stratos Wealth Partners
Ohio
$6.44M -$2.79M -87,901 -30%
KAS
9
Kestra Advisory Services
Texas
$5.19M -$4.06M -127,700 -44%
ARG
10
Advisory Resource Group
Oklahoma
$5.05M +$374K +11,774 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.49M +$4M +125,809 +816%
Raymond James Financial
12
Raymond James Financial
Florida
$4.01M +$1.86M +58,582 +87%
JWCA
13
J.W. Cole Advisors
Florida
$3.42M -$78.5K -2,470 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.4M +$197K +6,206 +6%
PWCM
15
Processus Wealth & Capital Management
Tennessee
$2.47M -$53.1K -1,671 -2%
Citadel Advisors
16
Citadel Advisors
Florida
$2.28M +$1.57M +49,459 +223%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.14M -$2.55M -80,253 -54%
PAG
18
Private Advisor Group
New Jersey
$2.03M -$558K -17,570 -22%
IAG
19
Investmark Advisory Group
Connecticut
$2M +$2M +62,945 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.89M -$23.6M -773,560 -93%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.84M – – –
EFS
22
Essex Financial Services
Connecticut
$1.52M +$14.3K +449 +0.9%
SS
23
Sunbelt Securities
Texas
$1.46M +$43.6K +1,431 +3%
NA
24
NewEdge Advisors
Louisiana
$1.41M -$313K -9,867 -18%
IAG
25
Investment Advisory Group
Massachusetts
$1.2M +$286 +9 +0%
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