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Fidelity Enhanced Large Cap Growth ETF (FELG) Institutional Ownership

$35.82 +0.29 (+0.82%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$242.20M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.86M
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FELG Institutional Buying and Selling by Quarter

Fidelity Enhanced Large Cap Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC134,244$4.64M0.0%N/A0.165%
11/18/2024 Sunbelt Securities Inc.5,963$198K0.0%+20.3%0.007%
11/15/2024 MML Investors Services LLC4,780,788$158.63M0.6%+4.0%5.886%
11/15/2024 EP Wealth Advisors LLC3,823$127K0.0%-7.3%0.005%
11/15/2024 Integrated Wealth Concepts LLC115,501$3.83M0.0%N/A0.142%
11/15/2024 HighTower Advisors LLC17,190$569K0.0%+4.1%0.021%
11/15/2024 Kestra Investment Management LLC444,752$14.76M0.6%-2.8%0.548%
11/13/2024 FMR LLC328,251$10.89M0.0%+12.3%0.404%
11/12/2024 Investors Research Corp2,253$75K0.0%N/A0.003%
11/7/2024 Thrivent Financial for Lutherans559,270$18.56M0.0%+72.1%0.689%
11/6/2024 Spectrum Investment Advisors Inc.663,748$22.02M15.1%-0.4%0.817%
11/5/2024 Harbour Investments Inc.17,252$572K0.0%+33.9%0.021%
11/4/2024 Sigma Planning Corp13,966$463K0.0%+4.9%0.017%
11/1/2024 Proficio Capital Partners LLC33,100$1.10M0.1%N/A0.041%
11/1/2024 Atria Investments Inc140,829$4.67M0.1%N/A0.173%
10/30/2024 Financial Partners Group Inc54,551$1.81M0.3%+87.0%0.067%
10/30/2024 Geneva Partners LLC10,667$354K0.2%N/A0.013%
10/29/2024 Pure Financial Advisors LLC21,246$705K0.0%+12.7%0.026%
10/28/2024 US Bancorp DE2,823$94K0.0%+27.0%0.003%
10/24/2024 J.W. Cole Advisors Inc.19,676$653K0.0%+29.4%0.024%
10/23/2024 Allworth Financial LP3,636$121K0.0%-22.5%0.004%
10/22/2024 Private Advisor Group LLC14,174$470K0.0%+64.7%0.017%
10/17/2024Madrona Financial Services LLC8,016$266K0.1%-14.9%0.010%
10/16/2024 Sentinel Pension Advisors Inc.223,866$7.43M1.4%+10.0%0.276%
10/15/2024 FMA Wealth Management LLC8,253$274K0.2%N/A0.010%
10/11/2024 Creative Planning22,228$738K0.0%+1.5%0.027%
10/2/2024 Massmutual Trust Co. FSB ADV1,564$52K0.0%N/A0.002%
8/28/2024 Kestra Investment Management LLC457,711$14.77M1.0%N/A0.564%
8/22/2024 Cetera Investment Advisers49,287$1.59M0.0%+58.7%0.061%
8/21/2024 Truist Financial Corp206,311$6.66M0.0%+1,237.6%0.254%
8/16/2024 Regal Investment Advisors LLC8,748$282K0.0%N/A0.011%
8/16/2024 Northwestern Mutual Wealth Management Co.70,165$2.26M0.0%+313.6%0.086%
8/16/2024 Creative Planning21,900$706K0.0%+93.8%0.027%
8/14/2024 Marshall Wace LLP11,546$372K0.0%N/A0.014%
8/13/2024 Thrivent Financial for Lutherans324,932$10.48M0.0%N/A0.400%
8/12/2024 Mercer Global Advisors Inc. ADV28,667$925K0.0%-9.3%0.035%
8/8/2024 J.W. Cole Advisors Inc.15,207$491K0.0%N/A0.019%
8/8/2024 Envestnet Asset Management Inc.4,939,917$159.36M0.1%+11.3%6.082%
8/8/2024 Kuhn & Co Investment Counsel11,826$382K0.3%+33.3%0.015%
8/2/2024 Birchcreek Wealth Management LLC7,129$230K0.1%N/A0.009%
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7/31/2024 Spectrum Investment Advisors Inc.666,155$21.49M15.7%-3.1%0.820%
7/31/2024Commonwealth Equity Services LLC360,853$11.64M0.0%+31.0%0.444%
7/26/2024 Harbour Investments Inc.12,883$416K0.0%+137.9%0.016%
7/26/2024 Bensler LLC13,625$440K0.1%-9.6%0.017%
7/26/2024 Cambridge Investment Research Advisors Inc.85,602$2.76M0.0%+2.1%0.105%
7/19/2024 Financial Partners Group Inc29,166$941K0.1%N/A0.036%
7/16/2024 Roman Butler Fullerton & Co.7,587$256K0.1%N/A0.009%
5/24/2024Cetera Advisors LLC11,580$342K0.0%-9.4%0.014%
5/14/2024 EP Wealth Advisors LLC4,120$122K0.0%-79.2%0.005%
5/14/2024 Sentinel Pension Advisors Inc.178,944$5.29M1.1%N/A0.220%
5/7/2024 Spectrum Investment Advisors Inc.687,464$20.32M15.0%+2.1%0.851%
5/2/2024 Salomon & Ludwin LLC4,432$131K0.0%N/A0.005%
4/29/2024Commonwealth Equity Services LLC275,384$8.14M0.0%+34.4%0.341%
4/26/2024 Verdence Capital Advisors LLC49,374$1.46M0.1%+22.9%0.061%
4/25/2024 Valeo Financial Advisors LLC18,652$530K0.0%-4.6%0.023%
4/25/2024 Cambridge Investment Research Advisors Inc.83,866$2.48M0.0%-22.2%0.104%
4/19/2024 FORVIS Wealth Advisors LLC14,887$440K0.0%-30.7%0.000%
4/16/2024 MCF Advisors LLC1,764$52K0.0%N/A0.000%
3/1/2024 Creekmur Asset Management LLC21,006$551K0.2%N/A0.000%
2/28/2024 EP Wealth Advisors LLC19,853$521K0.0%N/A0.000%
2/14/2024 Gibson Capital LLC16,230$426K0.1%N/A0.000%
2/14/2024 Security National Bank11,175$293K0.1%N/A0.000%
2/13/2024 Envestnet Asset Management Inc.4,233,938$111.06M0.0%N/A0.000%
2/13/2024 Carolinas Wealth Consulting LLC1,797$47K0.0%N/A0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.107,861$2.83M0.0%N/A0.000%
2/9/2024 EverSource Wealth Advisors LLC9,146$240K0.0%N/A0.000%
2/8/2024 TrinityPoint Wealth LLC9,805$257K0.0%N/A0.000%
2/7/2024 Spectrum Investment Advisors Inc.673,347$17.66M14.0%N/A0.000%
2/7/2024 Kovitz Investment Group Partners LLC11,003$289K0.0%N/A0.000%
2/7/2024 Vestor Capital LLC8,997$236K0.0%N/A0.000%
2/7/2024 Concourse Financial Group Securities Inc.2,263$59K0.0%N/A0.000%
2/6/2024 Lincoln National Corp61,717$1.62M0.0%N/A0.000%
2/6/2024Rollins Financial148,939$3.91M0.8%N/A0.000%
2/2/2024 Truist Financial Corp15,513$407K0.0%N/A0.000%
2/1/2024 National Wealth Management Group LLC9,642$253K0.2%N/A0.000%
2/1/2024Larson Financial Group LLC2,123$56K0.0%N/A0.000%
2/1/2024 CWM LLC12,346$324K0.0%N/A0.000%
2/1/2024 Verdence Capital Advisors LLC40,166$1.05M0.1%N/A0.000%
1/31/2024 Calamos Wealth Management LLC8,243$216K0.0%N/A0.000%
1/31/2024 Key Financial Inc26,144$686K0.2%N/A0.000%
1/29/2024Baystate Wealth Management LLC3,095$81K0.0%N/A0.000%
1/29/2024 Valeo Financial Advisors LLC19,544$513K0.0%N/A0.000%
1/25/2024Madrona Financial Services LLC9,384$246K0.1%N/A0.000%
1/25/2024Perennial Advisors LLC12,675$332K0.1%N/A0.000%
1/24/2024 Allworth Financial LP6,544$172K0.0%N/A0.000%
1/22/2024 Iron Horse Wealth Management LLC6,463$170K0.1%N/A0.000%
1/22/2024 Bensler LLC15,072$395K0.1%N/A0.000%
1/19/2024 AdvisorNet Financial Inc1,288$34K0.0%N/A0.000%
1/18/2024 Global Retirement Partners LLC1,369$36K0.0%N/A0.000%
1/17/2024 IFG Advisory LLC16,976$445K0.0%N/A0.000%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

1/11/2024 FORVIS Wealth Advisors LLC21,479$563K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FELG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FELG shares?

During the previous two years, 68 institutional investors and hedge funds held shares of Fidelity Enhanced Large Cap Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($159.36M), MML Investors Services LLC ($158.63M), Spectrum Investment Advisors Inc. ($22.02M), Thrivent Financial for Lutherans ($18.56M), Kestra Investment Management LLC ($14.76M), Commonwealth Equity Services LLC ($11.64M), and FMR LLC ($10.89M).Learn more on FELG's institutional investors.

Which institutional investors have been buying Fidelity Enhanced Large Cap Growth ETF stock?

Of the 66 institutional investors that purchased Fidelity Enhanced Large Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($4.74M), Spectrum Investment Advisors Inc. ($687.46K), Thrivent Financial for Lutherans ($559.27K), Kestra Investment Management LLC ($457.71K), Truist Financial Corp ($206.40K), Sentinel Pension Advisors Inc. ($199.38K), and MML Investors Services LLC ($182.51K).

How much institutional buying is happening at Fidelity Enhanced Large Cap Growth ETF?

Institutional investors have bought a total of 8,543,862 shares in the last 24 months. This purchase volume represents approximately $242.20M in transactions.

Which Fidelity Enhanced Large Cap Growth ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold Fidelity Enhanced Large Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($24.00K), Spectrum Investment Advisors Inc. ($23.72K), EP Wealth Advisors LLC ($16.03K), Kestra Investment Management LLC ($12.96K), FORVIS Wealth Advisors LLC ($6.59K), Mercer Global Advisors Inc. ADV ($2.95K), and Bensler LLC ($1.45K).

How much institutional selling is happening at Fidelity Enhanced Large Cap Growth ETF?

Institutional investors have sold a total of 92,244 shares in the last 24 months. This volume of shares sold represents approximately $2.86M in transactions.



This page (NYSEARCA:FELG) was last updated on 12/22/2024 by MarketBeat.com Staff
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