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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

Fidelity Enhanced Large Cap Value ETF logo
$31.01 +0.06 (+0.19%)
As of 06/18/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$324.13M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$6.75M
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FELV Institutional Buying and Selling by Quarter

Fidelity Enhanced Large Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth7,652$235K0.0%N/A0.011%
5/16/2025 Goldman Sachs Group Inc.75,930$2.33M0.0%+27.8%0.105%
5/16/2025 NewEdge Advisors LLC54,398$1.67M0.0%+10,779.6%0.075%
5/16/2025 Integrated Wealth Concepts LLC7,498$230K0.0%+14.0%0.010%
5/15/2025 Royal Bank of Canada147,474$4.53M0.0%+113.0%0.204%
5/15/2025 Clarity Asset Management Inc.15,014$462K0.3%N/A0.021%
5/14/2025 PKS Advisory Services LLC33,955$1.04M0.3%N/A0.047%
5/14/2025 Northwestern Mutual Wealth Management Co.9,399$289K0.0%+42.4%0.013%
5/14/2025 Kestra Advisory Services LLC291,151$8.95M0.0%-8.9%0.402%
5/13/2025 Kovitz Investment Group Partners LLC12,655$389K0.0%+19.0%0.017%
5/13/2025 NFP Retirement Inc.19,558$601K0.0%+10.3%0.027%
5/12/2025 Everett Harris & Co. CA11,575$356K0.0%-50.0%0.016%
5/12/2025 WBH Advisory Inc.18,483$568K0.1%-15.2%0.026%
5/9/2025 Ball & Co Wealth Management Inc.26,159$804K0.9%+4.8%0.036%
5/9/2025 Commonwealth Equity Services LLC1,406,520$43.24M0.1%+21.3%1.943%
5/8/2025 Harbour Investments Inc.15,578$479K0.0%+12.0%0.022%
5/8/2025 Independence Financial Advisors LLC30,177$928K0.4%N/A0.042%
5/7/2025 LPL Financial LLC441,984$13.59M0.0%+30.0%0.611%
5/6/2025 Cetera Investment Advisers15,420$474K0.0%+134.2%0.021%
5/6/2025 AE Wealth Management LLC5,324$164K0.0%-9.8%0.007%
5/5/2025 J.W. Cole Advisors Inc.109,994$3.38M0.1%+16.2%0.152%
5/5/2025 Private Advisor Group LLC81,589$2.51M0.0%+15.3%0.113%
5/2/2025 James Investment Research Inc.17,564$540K0.1%+19.6%0.024%
5/2/2025 Larson Financial Group LLC18,606$572K0.0%-5.5%0.026%
4/30/2025 Stratos Wealth Partners LTD.290,588$8.93M0.1%+85.0%0.409%
4/29/2025 Envestnet Asset Management Inc.669,212$20.57M0.0%+2,448.7%0.943%
4/28/2025 North Capital Inc.8,694$267K0.3%N/A0.012%
4/24/2025 Sunbelt Securities Inc.46,442$1.43M0.1%-3.0%0.065%
4/22/2025 Cambridge Investment Research Advisors Inc.100,874$3.10M0.0%+15.4%0.142%
4/21/2025 Cherry Tree Wealth Management LLC3,640$112K0.0%N/A0.005%
4/21/2025 Advisory Resource Group147,222$4.53M0.9%-4.5%0.207%
4/16/2025 Wealth Enhancement Advisory Services LLC8,576$264K0.0%-11.5%0.012%
4/16/2025 Sowa Financial Group Inc.541,655$16.65M10.9%+4.2%0.763%
4/14/2025 Investment Advisory Group LLC37,879$1.16M0.4%+2.5%0.053%
4/9/2025 Roxbury Financial LLC9,531$303K0.3%+6,254.0%0.013%
4/8/2025 Parallel Advisors LLC1,150$35K0.0%N/A0.002%
3/6/2025 Wood Tarver Financial Group LLC856$26K0.0%N/A0.001%
2/20/2025 Ball & Co Wealth Management Inc.24,963$760K0.6%N/A0.039%
2/18/2025 Sunbelt Securities Inc.47,873$1.46M0.1%-3.4%0.075%
2/17/2025 EP Wealth Advisors LLC5,357$163K0.0%-59.0%0.008%
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2/17/2025 Cresset Asset Management LLC6,928$211K0.0%-39.9%0.011%
2/17/2025 Captrust Financial Advisors18,811$573K0.0%-20.5%0.029%
2/14/2025 Mercer Global Advisors Inc. ADV13,467$410K0.0%+22.5%0.021%
2/14/2025 Integrated Wealth Concepts LLC6,575$200K0.0%N/A0.010%
2/13/2025 NFP Retirement Inc.17,725$540K0.0%+76.8%0.028%
2/13/2025 Raymond James Financial Inc.60,181$1.83M0.0%N/A0.094%
2/13/2025 FMR LLC11,535,300$351.48M0.0%+188.9%18.086%
2/13/2025 Peapack Gladstone Financial Corp22,268$678K0.0%-3.6%0.035%
2/13/2025 Envestnet Asset Management Inc.26,257$800K0.0%-59.1%0.041%
2/13/2025 Wells Fargo & Company MN8,044$245K0.0%+353.7%0.013%
2/12/2025 OLD Mission Capital LLC18,307$558K0.0%-45.9%0.029%
2/12/2025 CIBC Private Wealth Group LLC9,202$282K0.0%+41.6%0.014%
2/12/2025 RWA Wealth Partners LLC20,019$610K0.0%N/A0.031%
2/11/2025 LPL Financial LLC339,924$10.36M0.0%+32.2%0.533%
2/11/2025 Bestgate Wealth Advisors LLC10,850$331K0.7%N/A0.017%
2/10/2025 Harbour Investments Inc.13,904$424K0.0%+34.3%0.022%
2/10/2025 Commonwealth Equity Services LLC1,159,856$35.34M0.1%+20.2%1.819%
2/10/2025 Avantax Advisory Services Inc.14,608$445K0.0%N/A0.023%
2/10/2025 Farther Finance Advisors LLC4,459$136K0.0%+6,270.0%0.007%
2/7/2025 Larson Financial Group LLC19,683$600K0.0%-29.1%0.031%
2/6/2025 Raymond James Financial Inc.60,181$1.83M0.0%N/A0.094%
2/6/2025 Exencial Wealth Advisors LLC7,229$220K0.0%-4.9%0.011%
2/6/2025 Mission Wealth Management LP7,218$220K0.0%N/A0.011%
2/4/2025 Processus Wealth & Capital Management LLC79,050$2.41M1.9%+0.8%0.124%
2/4/2025 Richardson Capital Management LLC3,844$117K0.1%N/A0.006%
2/3/2025 Private Advisor Group LLC70,765$2.16M0.0%+376.3%0.111%
1/31/2025 WBH Advisory Inc.21,797$664K0.1%-49.0%0.034%
1/31/2025 J.W. Cole Advisors Inc.94,631$2.88M0.1%+6.9%0.148%
1/30/2025 James Investment Research Inc.14,689$448K0.1%+24.8%0.023%
1/30/2025 Allworth Financial LP1,515$48K0.0%+4,634.4%0.002%
1/29/2025 Essex Financial Services Inc.47,491$1.45M0.1%-1.3%0.074%
1/28/2025 Advisory Resource Group154,154$4.70M1.0%N/A0.242%
1/27/2025 Vestia Personal Wealth Advisors36,279$1.11M0.8%-2.7%0.057%
1/27/2025 Stratos Wealth Partners LTD.157,100$4.79M0.1%N/A0.246%
1/24/2025 Everett Harris & Co. CA23,150$705K0.0%N/A0.036%
1/22/2025 Bensler LLC9,282$283K0.0%-24.4%0.015%
1/21/2025 GSB 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%
11/26/2024 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%
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11/12/2024 Larson 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%
(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, 93 institutional investors and hedge funds held shares of Fidelity Enhanced Large Cap Value ETF. The most heavily invested institutionals were FMR LLC ($351.48M), Commonwealth Equity Services LLC ($43.24M), Envestnet Asset Management Inc. ($20.57M), Sowa Financial Group Inc. ($16.65M), LPL Financial LLC ($13.59M), Kestra Advisory Services LLC ($8.95M), and Stratos Wealth Partners LTD. ($8.93M).Learn more on Fidelity Enhanced Large Cap Value ETF's institutional investors.

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

Of the 82 institutional investors that purchased Fidelity Enhanced Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($7.54M), Commonwealth Equity Services LLC ($970.30K), Envestnet Asset Management Inc. ($642.96K), Sowa Financial Group Inc. ($541.66K), Stratos Wealth Partners LTD. ($290.59K), Lincoln National Corp ($281.57K), and LPL Financial LLC ($184.92K).

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

Institutional investors have bought a total of 10,622,171 shares in the last 24 months. This purchase volume represents approximately $324.13M in transactions.

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

Of the 30 institutional investors that sold Fidelity Enhanced Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($38.01K), Kestra Advisory Services LLC ($28.60K), WBH Advisory Inc. ($24.29K), EP Wealth Advisors LLC ($15.56K), OLD Mission Capital LLC ($15.51K), Jane Street Group LLC ($12.49K), and Everett Harris & Co. CA ($11.58K).

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

Institutional investors have sold a total of 221,612 shares in the last 24 months. This volume of shares sold represents approximately $6.75M in transactions.



This page (NYSEARCA:FELV) was last updated on 6/20/2025 by MarketBeat.com Staff
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