FELV icon

Fidelity Enhanced Large Cap Value ETF

159 hedge funds and large institutions have $874M invested in Fidelity Enhanced Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.26% more ownership

Funds ownership: 30.81%33.07% (+2.3%)

3% more capital invested

Capital invested by funds: $848M → $874M (+$26.3M)

89% less call options, than puts

Call options by funds: $4K | Put options by funds: $37K

Holders
159
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4K
Puts
$37K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$564M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$70M
IFA
3
Independence Financial Advisors
New Hampshire
$34.7M
LPL Financial
4
LPL Financial
California
$25.5M
SFG
5
Sowa Financial Group
Rhode Island
$22.6M
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$16.7M
Raymond James Financial
7
Raymond James Financial
Florida
$11.5M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.59M
WC
9
Weil Company
California
$8.45M
ARG
10
Advisory Resource Group
Oklahoma
$7.49M
FIC
11
FCG Investment Company
Tennessee
$7.48M
Osaic Holdings
12
Osaic Holdings
Arizona
$6.37M
MIM
13
Marshall Investment Management
Colorado
$5.88M
KAS
14
Kestra Advisory Services
Texas
$4.85M
JWCA
15
J.W. Cole Advisors
Florida
$4.82M
IWM
16
IHT Wealth Management
Illinois
$4.3M
PWC
17
Pathfinder Wealth Consulting
North Carolina
$4.1M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.66M
IAG
19
Investmark Advisory Group
Connecticut
$3.23M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.95M
PWCM
21
Processus Wealth & Capital Management
Tennessee
$2.7M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.56M
SWP
23
Stratos Wealth Partners
Ohio
$2.48M
MML Investors Services
24
MML Investors Services
Massachusetts
$2.06M
Baird Financial Group
25
Baird Financial Group
Wisconsin
$2.02M