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Fidelity Enhanced Large Cap Growth ETF (FELG) Institutional Ownership

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$30.38
+0.10 (+0.33%)
(As of 05/21/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$154.22M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.40M
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FELG Institutional Buying and Selling by Quarter

Fidelity Enhanced Large Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/1/2024 Larson 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%
1/25/2024 Madrona Financial Services LLC9,384$246K0.1%N/A0.000%
1/25/2024 Perennial 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%
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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%
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, 37 institutional investors and hedge funds held shares of Fidelity Enhanced Large Cap Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($111.06M), Spectrum Investment Advisors Inc. ($20.32M), Commonwealth Equity Services LLC ($8.14M), Sentinel Pension Advisors Inc. ($5.29M), Rollins Financial ($3.91M), Cambridge Investment Research Advisors Inc. ($2.48M), and Lincoln National Corp ($1.62M).Learn more on FELG's institutional investors.

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

Of the 37 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. ($4.23M), Spectrum Investment Advisors Inc. ($687.46K), Sentinel Pension Advisors Inc. ($178.94K), Rollins Financial ($148.94K), Cambridge Investment Research Advisors Inc. ($107.86K), Commonwealth Equity Services LLC ($70.52K), and Lincoln National Corp ($61.72K).

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

Institutional investors have bought a total of 5,844,130 shares in the last 24 months. This purchase volume represents approximately $154.22M in transactions.

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

The following institutional investors have sold Fidelity Enhanced Large Cap Growth ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($24.00K), EP Wealth Advisors LLC ($15.73K), FORVIS Wealth Advisors LLC ($6.59K), and Valeo Financial Advisors LLC ($892.00).

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

Institutional investors have sold a total of 47,212 shares in the last 24 months. This volume of shares sold represents approximately $1.40M in transactions.


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This page (NYSEARCA:FELG) was last updated on 5/22/2024 by MarketBeat.com Staff

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