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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

Fidelity Enhanced Large Cap Value ETF logo
$31.91 -0.21 (-0.65%)
As of 07/11/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$324.13M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$6.72M
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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
7/11/2025Farther 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%
5/12/2025WBH Advisory Inc.18,483$568K0.1%-15.2%0.026%
5/9/2025Ball & 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%
5/8/2025Harbour 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%
5/2/2025James Investment Research Inc.17,564$540K0.1%+19.6%0.024%
5/2/2025Larson Financial Group LLC18,606$572K0.0%-5.5%0.026%
4/30/2025Stratos Wealth Partners LTD.290,588$8.93M0.1%+85.0%0.409%
4/29/2025Envestnet 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%
4/22/2025Cambridge 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%
4/16/2025Sowa Financial Group Inc.541,655$16.65M10.9%+4.2%0.763%
4/14/2025Investment 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%
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2/20/2025Ball & 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%
2/13/2025Envestnet 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%
2/11/2025Bestgate Wealth Advisors LLC10,850$331K0.7%N/A0.017%
2/10/2025Harbour 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%
2/10/2025Farther 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%
2/6/2025Exencial Wealth Advisors LLC7,229$220K0.0%-4.9%0.011%
2/6/2025Mission Wealth Management LP7,218$220K0.0%N/A0.011%
2/4/2025Processus Wealth & Capital Management LLC79,050$2.41M1.9%+0.8%0.124%
2/4/2025Richardson Capital Management LLC3,844$117K0.1%N/A0.006%
2/3/2025Private Advisor Group LLC70,765$2.16M0.0%+376.3%0.111%
1/31/2025WBH 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%
1/30/2025James Investment Research Inc.14,689$448K0.1%+24.8%0.023%
1/30/2025Allworth Financial LP1,515$48K0.0%+4,634.4%0.002%
1/29/2025Essex Financial Services Inc.47,491$1.45M0.1%-1.3%0.074%
1/28/2025Advisory Resource Group154,154$4.70M1.0%N/A0.242%
1/27/2025Vestia Personal Wealth Advisors36,279$1.11M0.8%-2.7%0.057%
1/27/2025Stratos 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%
1/21/2025GSB Wealth Management LLC7,372$225K0.1%-15.6%0.012%
1/17/2025Westside Investment Management Inc.828$25K0.0%N/A0.001%
1/17/2025Investment Advisory Group LLC36,968$1.13M0.4%+37.0%0.058%
1/16/2025Sowa 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%
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%
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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%
(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 10,621,644 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 220,588 shares in the last 24 months. This volume of shares sold represents approximately $6.72M in transactions.


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This page (NYSEARCA:FELV) was last updated on 7/14/2025 by MarketBeat.com Staff
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