FIDELITY ENHANCED LC VAL ETF (FELV) Institutional Ownership Changes & 13F Activity

FIDELITY ENHANCED LC VAL ETF (FELV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fmr Llc, Osaic Holdings, Inc., Morgan Stanley, Two Sigma Investments, Lp, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+22+0.2%12,458$499.44KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+9090$3.61KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+25,91425,914$1.04MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+6,2116,211$249.04KQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+16,846+84.7%36,733$1.47MQ2 2026Aug 19, 2026
Pin Oak Investment Advisors IncBuy+1,4051,405$56.00Q2 2026Aug 18, 2026
Osaic Holdings, Inc.Buy+396,835+217.7%579,147$23.23MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+150,300150,300$6.03MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+79,396+160.2%128,947$5.17MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+63,15863,158$2.53MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+33,954+10.3%364,083$14.60MQ2 2026Aug 14, 2026
Mai Capital ManagementSell-22,009-41.0%31,609$1.27MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-20,627-16.7%102,687$4.12MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+10,70810,708$429.29KQ2 2026Aug 14, 2026
Marshall Investment Management, LlcSell-8,726-5.2%159,753$6.40MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+7,817+1.6%485,013$19.44MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+6,6456,645$266.40KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+5,7735,773$231.44KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-3,430-36.6%5,941$238.16KQ2 2026Aug 14, 2026
Bank Of America CorpSell-2,285-18.7%9,933$398.21KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,241+55.5%6,281$250.91KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1,401-1.7%82,972$3.33MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+401+102.0%794$31.83KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+397397$15.91KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+247+2.7%9,446$378.68KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcSell-128-1.8%7,134$286.00KQ2 2026Aug 14, 2026
Peapack Gladstone Financial CorpSell-102-0.5%20,034$803.00KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+5+0.1%6,966$279.27KQ2 2026Aug 14, 2026
Fmr LlcBuy+498,728+3.1%16,663,093$668.02MQ2 2026Aug 13, 2026
Morgan StanleyBuy+348,897+1557.9%371,293$14.89MQ2 2026Aug 13, 2026
Showing 30 of 158

Frequently asked questions about FELV activity

  • Which institutional owners are buying FELV?

    Institutional owners buying FELV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FELV activity?

    "Buy" means an investor increased their reported position in FELV compared to the prior reporting period. This reflects growing exposure to FIDELITY ENHANCED LC VAL ETF (FELV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FELV increasing?

    Institutional interest in FELV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.