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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

Fidelity Enhanced Large Cap Value ETF logo
$31.48 -0.40 (-1.25%)
Closing price 08/1/2025 04:10 PM Eastern
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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)
60
Total
Institutional Inflows
(last 12 months)
$332.29M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$9.52M
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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
8/1/2025 James Investment Research Inc.18,937$602K0.1%+7.8%0.026%
8/1/2025 Envestnet Asset Management Inc.842,672$26.77M0.0%+25.9%1.158%
7/30/2025 Bogart Wealth LLC2,069$66K0.0%N/A0.003%
7/29/2025 Sowa Financial Group Inc.609,518$19.36M12.1%+12.5%0.837%
7/29/2025 Stratos Wealth Partners LTD.202,687$6.44M0.1%-30.2%0.278%
7/29/2025 Harbor Asset Planning Inc.20,328$646K0.6%N/A0.028%
7/25/2025 Ball & Co Wealth Management Inc.17,125$544K0.6%-34.5%0.024%
7/24/2025 Leo Wealth LLC8,084$257K0.0%N/A0.011%
7/22/2025 Valeo Financial Advisors LLC6,522$207K0.0%N/A0.009%
7/22/2025 Wealthcare Advisory Partners LLC9,900$315K0.0%N/A0.014%
7/21/2025 Ameritas Advisory Services LLC4,426$141K0.0%N/A0.006%
7/16/2025 Processus Wealth & Capital Management LLC77,638$2.47M1.9%-2.1%0.107%
7/16/2025 Vestia Personal Wealth Advisors34,918$1.11M0.7%-3.3%0.048%
7/15/2025 FMA Wealth Management LLC7,108$226K0.2%N/A0.010%
7/14/2025 CRA Financial Services LLC23,035$732K0.1%-1.5%0.032%
7/11/2025 Farther Finance Advisors LLC2,625$83K0.0%+3,650.0%0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC9,675$312K0.0%+12.8%0.013%
7/7/2025 Roxbury Financial LLC9,865$313K0.3%+3.5%0.014%
5/20/2025Focus Partners Wealth7,652$235K0.0%N/A0.011%
5/16/2025Goldman Sachs Group Inc.75,930$2.33M0.0%+27.8%0.104%
5/16/2025NewEdge Advisors LLC54,398$1.67M0.0%+10,779.6%0.075%
5/16/2025Integrated Wealth Concepts LLC7,498$230K0.0%+14.0%0.010%
5/15/2025Royal Bank of Canada147,474$4.53M0.0%+113.0%0.204%
5/15/2025Clarity Asset Management Inc.15,014$462K0.3%N/A0.021%
5/14/2025PKS Advisory Services LLC33,955$1.04M0.3%N/A0.047%
5/14/2025Northwestern Mutual Wealth Management Co.9,399$289K0.0%+42.4%0.013%
5/14/2025Kestra Advisory Services LLC291,151$8.95M0.0%-8.9%0.402%
5/13/2025Kovitz Investment Group Partners LLC12,655$389K0.0%+19.0%0.017%
5/13/2025NFP Retirement Inc.19,558$601K0.0%+10.3%0.027%
5/12/2025Everett 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%
5/9/2025Commonwealth 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%
5/8/2025Independence Financial Advisors LLC30,177$928K0.4%N/A0.042%
5/7/2025LPL Financial LLC441,984$13.59M0.0%+30.0%0.611%
5/6/2025Cetera Investment Advisers15,420$474K0.0%+134.2%0.021%
5/6/2025AE Wealth Management LLC5,324$164K0.0%-9.8%0.007%
5/5/2025J.W. Cole Advisors Inc.109,994$3.38M0.1%+16.2%0.152%
5/5/2025Private Advisor Group LLC81,589$2.51M0.0%+15.3%0.113%
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5/2/2025 James Investment Research Inc.17,564$540K0.1%+19.6%0.024%
5/2/2025Larson 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%
4/28/2025North Capital Inc.8,694$267K0.3%N/A0.012%
4/24/2025Sunbelt 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%
4/21/2025Cherry Tree Wealth Management LLC3,640$112K0.0%N/A0.005%
4/21/2025Advisory 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%
3/6/2025Wood Tarver Financial Group LLC856$26K0.0%N/A0.001%
2/20/2025 Ball & Co Wealth Management Inc.24,963$760K0.6%N/A0.039%
2/18/2025Sunbelt Securities Inc.47,873$1.46M0.1%-3.4%0.075%
2/17/2025EP Wealth Advisors LLC5,357$163K0.0%-59.0%0.008%
2/17/2025Cresset Asset Management LLC6,928$211K0.0%-39.9%0.011%
2/17/2025Captrust Financial Advisors18,811$573K0.0%-20.5%0.029%
2/14/2025Mercer Global Advisors Inc. ADV13,467$410K0.0%+22.5%0.021%
2/14/2025Integrated Wealth Concepts LLC6,575$200K0.0%N/A0.010%
2/13/2025NFP Retirement Inc.17,725$540K0.0%+76.8%0.028%
2/13/2025Raymond James Financial Inc.60,181$1.83M0.0%N/A0.094%
2/13/2025FMR LLC11,535,300$351.48M0.0%+188.9%18.086%
2/13/2025Peapack 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%
2/13/2025Wells Fargo & Company MN8,044$245K0.0%+353.7%0.013%
2/12/2025OLD Mission Capital LLC18,307$558K0.0%-45.9%0.029%
2/12/2025CIBC Private Wealth Group LLC9,202$282K0.0%+41.6%0.014%
2/12/2025RWA Wealth Partners LLC20,019$610K0.0%N/A0.031%
2/11/2025LPL 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%
2/10/2025Commonwealth Equity Services LLC1,159,856$35.34M0.1%+20.2%1.819%
2/10/2025Avantax 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%
2/7/2025Larson Financial Group LLC19,683$600K0.0%-29.1%0.031%
2/6/2025Raymond 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%
2/6/2025Mission 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%
2/3/2025Private 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%
1/31/2025J.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%
1/30/2025Allworth 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%
1/28/2025Advisory Resource Group154,154$4.70M1.0%N/A0.242%
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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%
1/24/2025Everett Harris & Co. CA23,150$705K0.0%N/A0.036%
1/22/2025Bensler LLC9,282$283K0.0%-24.4%0.015%
1/21/2025 GSB Wealth Management LLC7,372$225K0.1%-15.6%0.012%
1/17/2025Westside 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%
1/13/2025PSI Advisors LLC2,267$69K0.0%N/A0.004%
11/26/2024Peapack Gladstone Financial Corp23,103$715K0.0%+28.5%0.036%
(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, 99 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. ($26.77M), Sowa Financial Group Inc. ($19.36M), LPL Financial LLC ($13.59M), Kestra Advisory Services LLC ($8.95M), and Lincoln National Corp ($8.07M).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 88 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. ($816.42K), Sowa Financial Group Inc. ($609.52K), 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 10,873,532 shares in the last 24 months. This purchase volume represents approximately $332.29M 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: Stratos Wealth Partners LTD. ($87.90K), 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), and Jane Street Group LLC ($12.49K).

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

Institutional investors have sold a total of 307,231 shares in the last 24 months. This volume of shares sold represents approximately $9.52M in transactions.


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This page (NYSEARCA:FELV) was last updated on 8/4/2025 by MarketBeat.com Staff
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