FELV icon

Fidelity Enhanced Large Cap Value ETF

139 hedge funds and large institutions have $708M invested in Fidelity Enhanced Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.79% more ownership

Funds ownership: 28.09%28.88% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $41K

Holders
139
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
$41K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$466M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$60.5M
IFA
3
Independence Financial Advisors
New Hampshire
$30.7M
SFG
4
Sowa Financial Group
Rhode Island
$21M
Osaic Holdings
5
Osaic Holdings
Arizona
$18.8M
LPL Financial
6
LPL Financial
California
$14.7M
WC
7
Weil Company
California
$8.49M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.8M
KAS
9
Kestra Advisory Services
Texas
$6.79M
ARG
10
Advisory Resource Group
Oklahoma
$6.49M
Raymond James Financial
11
Raymond James Financial
Florida
$5.74M
JWCA
12
J.W. Cole Advisors
Florida
$5.03M
SWP
13
Stratos Wealth Partners
Ohio
$4.74M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.58M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.88M
IAG
16
Investmark Advisory Group
Connecticut
$2.69M
PWCM
17
Processus Wealth & Capital Management
Tennessee
$2.59M
PAG
18
Private Advisor Group
New Jersey
$2.22M
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.94M
SS
20
Sunbelt Securities
Texas
$1.67M
EFS
21
Essex Financial Services
Connecticut
$1.61M
Citadel Advisors
22
Citadel Advisors
Florida
$1.28M
IAG
23
Investment Advisory Group
Massachusetts
$1.26M
NA
24
NewEdge Advisors
Louisiana
$1.17M
PAS
25
PKS Advisory Services
New York
$1.14M