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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

$30.58 +0.39 (+1.29%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$52.53M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$1.95M
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FELV Institutional Buying and Selling by Quarter

Fidelity Enhanced Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/26/2024 Peapack Gladstone Financial Corp23,103$715K0.0%+28.5%0.036%
11/18/2024 Sunbelt Securities Inc.49,557$1.53M0.2%+93.0%0.078%
11/15/2024 MML Investors Services LLC9,440$292K0.0%-3.8%0.015%
11/15/2024 Northeast Financial Consultants Inc7,238$224K0.0%N/A0.011%
11/15/2024 EP Wealth Advisors LLC13,060$404K0.0%-37.6%0.020%
11/15/2024 Jane Street Group LLC13,069$405K0.0%-48.9%0.020%
11/15/2024 Kovitz Investment Group Partners LLC10,587$328K0.0%N/A0.017%
11/15/2024 Mark Sheptoff Financial Planning LLC5,532$171K0.1%-6.1%0.009%
11/13/2024 FMR LLC3,993,236$123.63M0.0%-0.2%6.261%
11/12/2024Larson Financial Group LLC27,762$860K0.0%-4.5%0.044%
11/5/2024 Harbour Investments Inc.10,354$321K0.0%+9.0%0.016%
11/1/2024 Processus Wealth & Capital Management LLC78,401$2.43M2.0%-3.1%0.123%
10/29/2024 James Investment Research Inc.11,774$365K0.0%N/A0.018%
10/28/2024 US Bancorp DE2,000$62K0.0%-70.9%0.003%
10/24/2024 J.W. Cole Advisors Inc.88,517$2.74M0.1%+2.2%0.139%
10/24/2024 Wealth Enhancement Advisory Services LLC9,438$292K0.0%+6.2%0.015%
10/21/2024 Marino Stram & Associates LLC6,717$208K0.0%N/A0.011%
10/15/2024 Investment Advisory Group LLC26,984$835K0.3%+2.9%0.042%
10/10/2024 Sowa Financial Group Inc.373,804$11.57M7.3%N/A0.586%
10/10/2024 CRA Financial Services LLC26,096$808K0.1%-4.3%0.041%
10/10/2024 Valeo Financial Advisors LLC6,747$209K0.0%N/A0.011%
10/9/2024 Harbor Group Inc.8,827$273K0.1%N/A0.014%
8/19/2024 EP Wealth Advisors LLC20,915$597K0.0%+385.3%0.033%
8/16/2024 Northwestern Mutual Wealth Management Co.3,629$104K0.0%-31.3%0.006%
8/12/2024 Mercer Global Advisors Inc. ADV7,941$227K0.0%N/A0.012%
8/8/2024 J.W. Cole Advisors Inc.86,585$2.47M0.1%-2.4%0.136%
8/2/2024 Birchcreek Wealth Management LLC8,789$251K0.1%N/A0.014%
7/31/2024 Essex Financial Services Inc.48,469$1.38M0.1%+10.0%0.076%
7/31/2024Commonwealth Equity Services LLC710,890$20.30M0.0%+4.3%1.115%
7/26/2024 Harbour Investments Inc.9,499$271K0.0%+173.4%0.015%
7/26/2024 Bensler LLC12,356$353K0.0%-7.4%0.019%
7/26/2024 Cambridge Investment Research Advisors Inc.49,222$1.41M0.0%-10.6%0.077%
7/24/2024 Processus Wealth & Capital Management LLC80,899$2.31M1.9%+0.6%0.127%
7/22/2024 Essex Private Wealth Management LLC58,119$1.66M4.2%-1.4%0.091%
7/16/2024 Wealth Enhancement Advisory Services LLC8,886$254K0.0%-39.8%0.014%
7/12/2024 CRA Financial Services LLC27,269$779K0.2%-3.6%0.043%
7/9/2024 Mather Group LLC.4,652$136K0.0%+3,295.6%0.007%
6/11/2024 EverSource Wealth Advisors LLC5,946$166K0.0%N/A0.009%
5/9/2024 Great Lakes Retirement Inc.9,659$282K0.0%N/A0.015%
5/2/2024 Lincoln National Corp276,493$8.07M0.1%-1.8%0.433%
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4/30/2024 J.W. Cole Advisors Inc.88,730$2.59M0.1%-0.4%0.139%
4/30/2024 North Star Investment Management Corp.1,647$48K0.0%N/A0.003%
4/30/2024 Investment Advisory Group LLC26,203$765K0.3%+6.1%0.041%
4/29/2024Commonwealth Equity Services LLC681,349$19.90M0.0%+273.6%1.067%
4/25/2024 Cambridge Investment Research Advisors Inc.55,032$1.61M0.0%+1.9%0.086%
4/24/2024 Essex Financial Services Inc.44,077$1.29M0.1%+3.1%0.069%
4/23/2024Stonegate Investment Group LLC13,558$396K0.0%N/A0.000%
4/22/2024 Essex Private Wealth Management LLC58,937$1.72M4.9%+0.9%0.000%
4/17/2024Private Ocean LLC2,220$65K0.0%N/A0.000%
4/15/2024 Sunbelt Securities Inc.25,612$748K0.1%-3.1%0.000%
4/9/2024 Rise Advisors LLC3,946$115K0.1%N/A0.000%
4/5/2024 CWM LLC1,765$52K0.0%N/A0.000%
2/28/2024 EP Wealth Advisors LLC4,212$113K0.0%N/A0.000%
2/13/2024 Exencial Wealth Advisors LLC12,464$335K0.0%N/A0.000%
2/13/2024 Peapack Gladstone Financial Corp19,970$536K0.0%N/A0.000%
2/9/2024 Advisory Services Network LLC11,260$302K0.0%N/A0.000%
2/9/2024 Mark Sheptoff Financial Planning LLC6,061$163K0.1%N/A0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.53,983$1.45M0.0%N/A0.000%
2/8/2024 AAF Wealth Management LLC9,621$258K0.2%N/A0.000%
2/7/2024 Principal Securities Inc.2,946$79K0.0%N/A0.000%
2/7/2024 Concourse Financial Group Securities Inc.2,642$71K0.0%N/A0.000%
2/6/2024 Lincoln National Corp281,573$7.56M0.1%N/A0.000%
2/6/2024 Private Advisor Group LLC14,914$400K0.0%N/A0.000%
2/6/2024 Creative Capital Management Investments LLC1,299$35K0.0%N/A0.000%
2/6/2024 Essex Financial Services Inc.42,771$1.15M0.1%N/A0.000%
2/1/2024Larson Financial Group LLC29,198$784K0.1%N/A0.000%
2/1/2024 CRA Financial Services LLC28,239$758K0.2%N/A0.000%
1/31/2024 J.W. Cole Advisors Inc.89,092$2.39M0.1%N/A0.000%
1/31/2024 Key Financial Inc2,846$76K0.0%N/A0.000%
1/30/2024 Investment Advisory Group LLC24,701$663K0.3%N/A0.000%
1/29/2024 Outlook Wealth Advisors LLC7,578$203K0.1%N/A0.000%
1/29/2024 Essex Private Wealth Management LLC58,386$1.57M4.9%N/A0.000%
1/24/2024 Allworth Financial LP10,774$289K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC4,243$114K0.0%N/A0.000%
1/23/2024 Carmichael Hill & Associates Inc.1,282$34K0.0%N/A0.000%
1/23/2024Cordant Inc.1,888$51K0.0%N/A0.000%
1/22/2024 Bensler LLC15,025$403K0.1%N/A0.000%
1/18/2024 Traynor Capital Management Inc.17,508$470K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FELV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FELV shares?

During the previous two years, 53 institutional investors and hedge funds held shares of Fidelity Enhanced Large Cap Value ETF. The most heavily invested institutionals were FMR LLC ($123.63M), Commonwealth Equity Services LLC ($20.30M), Sowa Financial Group Inc. ($11.57M), Lincoln National Corp ($8.07M), J.W. Cole Advisors Inc. ($2.74M), Processus Wealth & Capital Management LLC ($2.43M), and Essex Private Wealth Management LLC ($1.66M).Learn more on FELV's institutional investors.

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

Of the 48 institutional investors that purchased Fidelity Enhanced Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($528.53K), Sowa Financial Group Inc. ($373.80K), Lincoln National Corp ($281.57K), J.W. Cole Advisors Inc. ($91.02K), Essex Private Wealth Management LLC ($58.94K), Cambridge Investment Research Advisors Inc. ($55.03K), and Essex Financial Services Inc. ($48.47K).

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

Institutional investors have bought a total of 1,833,726 shares in the last 24 months. This purchase volume represents approximately $52.53M in transactions.

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

Of the 17 institutional investors that sold Fidelity Enhanced Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($12.49K), FMR LLC ($9.12K), EP Wealth Advisors LLC ($7.86K), Wealth Enhancement Advisory Services LLC ($5.88K), Cambridge Investment Research Advisors Inc. ($5.81K), Lincoln National Corp ($5.08K), and US Bancorp DE ($4.88K).

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

Institutional investors have sold a total of 64,644 shares in the last 24 months. This volume of shares sold represents approximately $1.95M in transactions.


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