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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

$30.85
+0.06 (+0.19%)
(As of 11/1/2024 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)
45
Total
Institutional Inflows
(last 12 months)
$51.05M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$970.82K
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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
11/1/2024Processus 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%
8/19/2024EP Wealth Advisors LLC20,915$597K0.0%+385.3%0.033%
8/16/2024Northwestern Mutual Wealth Management Co.3,629$104K0.0%-31.3%0.006%
8/12/2024Mercer 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%
8/2/2024Birchcreek 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%
7/26/2024Harbour 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%
7/24/2024Processus 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%
6/11/2024EverSource 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%
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%
4/15/2024Sunbelt Securities Inc.25,612$748K0.1%-3.1%0.000%
4/9/2024 Rise Advisors LLC3,946$115K0.1%N/A0.000%
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4/5/2024 CWM LLC1,765$52K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC4,212$113K0.0%N/A0.000%
2/13/2024 Exencial Wealth Advisors LLC12,464$335K0.0%N/A0.000%
2/13/2024Peapack Gladstone Financial Corp19,970$536K0.0%N/A0.000%
2/9/2024Advisory Services Network LLC11,260$302K0.0%N/A0.000%
2/9/2024Mark 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%
2/8/2024AAF 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, 48 institutional investors and hedge funds held shares of Fidelity Enhanced Large Cap Value ETF. The most heavily invested institutionals were 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), Essex Private Wealth Management LLC ($1.66M), and Cambridge Investment Research Advisors Inc. ($1.41M).Learn more on FELV's institutional investors.

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

Of the 45 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 1,786,040 shares in the last 24 months. This purchase volume represents approximately $51.05M in transactions.

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

Of the 11 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: Wealth Enhancement Advisory Services LLC ($5.88K), Cambridge Investment Research Advisors Inc. ($5.81K), Lincoln National Corp ($5.08K), US Bancorp DE ($4.88K), J.W. Cole Advisors Inc. ($2.51K), Processus Wealth & Capital Management LLC ($2.50K), and CRA Financial Services LLC ($2.20K).

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

Institutional investors have sold a total of 33,133 shares in the last 24 months. This volume of shares sold represents approximately $970.82K in transactions.


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This page (NYSEARCA:FELV) was last updated on 11/2/2024 by MarketBeat.com Staff
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