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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

$31.85 +0.43 (+1.37%)
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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)
49
Total
Institutional Inflows
(last 12 months)
$56.91M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$1.99M
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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
1/21/2025GSB Wealth Management LLC7,372$225K0.1%-15.6%0.012%
1/17/2025 Westside Investment Management Inc.828$25K0.0%N/A0.001%
1/17/2025 Investment Advisory Group LLC36,968$1.13M0.4%+37.0%0.058%
1/16/2025 Sowa Financial Group Inc.520,067$15.85M9.9%+39.1%0.815%
1/13/2025 PSI Advisors LLC2,267$69K0.0%N/A0.004%
11/26/2024Peapack Gladstone Financial Corp23,103$715K0.0%+28.5%0.036%
11/18/2024Sunbelt Securities Inc.49,557$1.53M0.2%+93.0%0.078%
11/15/2024MML Investors Services LLC9,440$292K0.0%-3.8%0.015%
11/15/2024Northeast Financial Consultants Inc7,238$224K0.0%N/A0.011%
11/15/2024EP Wealth Advisors LLC13,060$404K0.0%-37.6%0.020%
11/15/2024Jane Street Group LLC13,069$405K0.0%-48.9%0.020%
11/15/2024Kovitz Investment Group Partners LLC10,587$328K0.0%N/A0.017%
11/15/2024Mark Sheptoff Financial Planning LLC5,532$171K0.1%-6.1%0.009%
11/13/2024FMR LLC3,993,236$123.63M0.0%-0.2%6.261%
11/12/2024Larson Financial Group LLC27,762$860K0.0%-4.5%0.044%
11/5/2024Harbour Investments Inc.10,354$321K0.0%+9.0%0.016%
11/1/2024Processus Wealth & Capital Management LLC78,401$2.43M2.0%-3.1%0.123%
10/29/2024James Investment Research Inc.11,774$365K0.0%N/A0.018%
10/28/2024US Bancorp DE2,000$62K0.0%-70.9%0.003%
10/24/2024J.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%
10/10/2024CRA Financial Services LLC26,096$808K0.1%-4.3%0.041%
10/10/2024Valeo 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%
8/8/2024J.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%
7/31/2024Essex 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%
7/26/2024Bensler LLC12,356$353K0.0%-7.4%0.019%
7/26/2024Cambridge 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%
7/22/2024Essex 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%
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7/12/2024CRA Financial Services LLC27,269$779K0.2%-3.6%0.043%
7/9/2024Mather Group LLC.4,652$136K0.0%+3,295.6%0.007%
6/11/2024EverSource Wealth Advisors LLC5,946$166K0.0%N/A0.009%
5/9/2024Great Lakes Retirement Inc.9,659$282K0.0%N/A0.015%
5/2/2024Lincoln National Corp276,493$8.07M0.1%-1.8%0.433%
4/30/2024J.W. Cole Advisors Inc.88,730$2.59M0.1%-0.4%0.139%
4/30/2024North 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%
4/25/2024Cambridge Investment Research Advisors Inc.55,032$1.61M0.0%+1.9%0.086%
4/24/2024Essex Financial Services Inc.44,077$1.29M0.1%+3.1%0.069%
4/23/2024Stonegate Investment Group LLC13,558$396K0.0%N/A0.000%
4/22/2024Essex 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%
4/5/2024CWM LLC1,765$52K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC4,212$113K0.0%N/A0.000%
2/13/2024Exencial 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%
2/9/2024Cambridge Investment Research Advisors Inc.53,983$1.45M0.0%N/A0.000%
2/8/2024AAF Wealth Management LLC9,621$258K0.2%N/A0.000%
2/7/2024Principal Securities Inc.2,946$79K0.0%N/A0.000%
2/7/2024Concourse Financial Group Securities Inc.2,642$71K0.0%N/A0.000%
2/6/2024Lincoln National Corp281,573$7.56M0.1%N/A0.000%
2/6/2024Private Advisor Group LLC14,914$400K0.0%N/A0.000%
2/6/2024Creative Capital Management Investments LLC1,299$35K0.0%N/A0.000%
2/6/2024Essex Financial Services Inc.42,771$1.15M0.1%N/A0.000%
2/1/2024Larson Financial Group LLC29,198$784K0.1%N/A0.000%
2/1/2024CRA Financial Services LLC28,239$758K0.2%N/A0.000%
1/31/2024J.W. Cole Advisors Inc.89,092$2.39M0.1%N/A0.000%
1/31/2024Key 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%
1/29/2024Essex Private Wealth Management LLC58,386$1.57M4.9%N/A0.000%
1/24/2024Allworth Financial LP10,774$289K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC4,243$114K0.0%N/A0.000%
1/23/2024Carmichael Hill & Associates Inc.1,282$34K0.0%N/A0.000%
1/23/2024 Cordant Inc.1,888$51K0.0%N/A0.000%
1/22/2024Bensler 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, 56 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. ($15.85M), 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 50 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. ($520.07K), 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 1,993,068 shares in the last 24 months. This purchase volume represents approximately $57.38M in transactions.

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

Of the 18 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 66,010 shares in the last 24 months. This volume of shares sold represents approximately $1.99M in transactions.


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This page (NYSEARCA:FELV) was last updated on 1/21/2025 by MarketBeat.com Staff
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