Fidelity Enhanced Large Cap Value ETF
FELV

$30.54

0.87%

Market Cap: $1.9B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

0% more funds holding

Funds holding: 88 [Q1] → 88 (+0) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

6.16% less ownership

Funds ownership: 16.59% [Q1] → 10.43% (-6.16%) [Q2]

43% less capital invested

Capital invested by funds: $332M [Q1] → $188M (-$144M) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for FELV.

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Financial journalist opinion

Fidelity Offers Core Equity Exposure with Active Benefits

Many funds exist for equity investors, but few combine the benefits of core exposures alongside active management. The Fidelity Enhanced ETF suite seeks to outperform its benchmarks through its active strategy.

Fidelity Offers Core Equity Exposure with Active Benefits

The Potential Benefits of Fidelity's Enhanced ETF Core Equity Suite

A plethora of strategies exist for investors looking for core equity exposure, but investors may want to consider the Fidelity Enhanced ETF equity suite. These ETFs, converted from mutual funds last November, carried over 15 years of trading for the strategies while seeking to outperform their various benchmarks.

The Potential Benefits of Fidelity's Enhanced ETF Core Equity Suite

Beyond Index Investing – Seeking Enhanced Outcomes Through Large Cap ETF FELC

Last year saw active investing take the ETF universe by storm. From the ETF rule's arrival back in 2019 to a growing trend of mutual fund conversions, active ETFs have gained significant interest with their goal to navigate volatility and seek outperformance.

Beyond Index Investing – Seeking Enhanced Outcomes Through Large Cap ETF FELC

Fidelity Launches Six Active Equity ETF Conversions

Fidelity Investments has completed six mutual-fund-to-ETF conversions, bringing its total ETF roster to 64 total ETFs.

Fidelity Launches Six Active Equity ETF Conversions

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