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Fidelity Enhanced Large Cap Value ETF (FELV) Institutional Ownership

Fidelity Enhanced Large Cap Value ETF logo
$30.22 +0.50 (+1.68%)
Closing price 05/2/2025 04:10 PM Eastern
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$30.28 +0.05 (+0.18%)
As of 05/2/2025 06:38 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)
50
Total
Institutional Inflows
(last 12 months)
$305.23M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$5.40M
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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
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%
4/30/2025 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%
2/20/2025Ball & 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%
2/17/2025EP 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%
2/10/2025Harbour 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%
2/10/2025 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%
2/6/2025Exencial Wealth Advisors LLC7,229$220K0.0%-4.9%0.011%
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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%
2/3/2025Private 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%
1/30/2025 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%
1/24/2025Everett 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%
11/26/2024Peapack 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%
11/15/2024MML 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%
11/1/2024 Processus 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%
10/10/2024 CRA Financial Services LLC26,096$808K0.1%-4.3%0.041%
10/10/2024 Valeo 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%
7/31/2024 Essex 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%
7/26/2024 Bensler LLC12,356$353K0.0%-7.4%0.019%
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7/26/2024 Cambridge Investment Research Advisors Inc.49,222$1.41M0.0%-10.6%0.077%
7/24/2024 Processus 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%
7/12/2024 CRA Financial Services LLC27,269$779K0.2%-3.6%0.043%
7/9/2024 Mather Group LLC.4,652$136K0.0%+3,295.6%0.007%
6/11/2024EverSource Wealth Advisors LLC5,946$166K0.0%N/A0.009%
5/9/2024 Great Lakes Retirement Inc.9,659$282K0.0%N/A0.015%
5/2/2024 Lincoln 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%
(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, 83 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 ($35.34M), Envestnet Asset Management Inc. ($20.57M), Sowa Financial Group Inc. ($16.65M), LPL Financial LLC ($10.36M), Stratos Wealth Partners LTD. ($8.93M), and Lincoln National Corp ($8.07M).Learn more on FELV's institutional investors.

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

Of the 73 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: FMR LLC ($7.54M), Commonwealth Equity Services LLC ($723.63K), Envestnet Asset Management Inc. ($642.96K), Sowa Financial Group Inc. ($541.66K), Stratos Wealth Partners LTD. ($290.59K), Lincoln National Corp ($281.57K), and Advisory Resource Group ($154.15K).

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

Institutional investors have bought a total of 11,289,116 shares in the last 24 months. This purchase volume represents approximately $340.86M in transactions.

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

Of the 28 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: Envestnet Asset Management Inc. ($38.01K), WBH Advisory Inc. ($20.98K), EP Wealth Advisors LLC ($15.56K), OLD Mission Capital LLC ($15.51K), Jane Street Group LLC ($12.49K), Larson Financial Group LLC ($10.47K), and FMR LLC ($9.12K).

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

Institutional investors have sold a total of 183,800 shares in the last 24 months. This volume of shares sold represents approximately $5.58M in transactions.


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This page (NYSEARCA:FELV) was last updated on 5/3/2025 by MarketBeat.com Staff
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