FELV · Insider trading · 13F holders · Congress trades
Fidelity Covington Trust (FELV)
Who is buying and selling FELV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 16
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FELV at a glance
- No open-market insider purchases or sales of FELV were filed in the last 90 days.
- 16 13F filers hold FELV among their 50 largest positions, worth $112.8M combined. The biggest bets by portfolio weight are Sowa Financial Group, Inc. (11.7%), Independence Financial Advisors, LLC (7.3%) and Marshall Investment Management, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in FELV.
FELV insider trading
No open-market insider purchases or sales of FELV were filed in the last 90 days.
Who owns FELV? Hedge funds and superinvestors
16 13F filers hold FELV among their 50 largest positions, worth $112.8M combined. The biggest bets by portfolio weight are Sowa Financial Group, Inc. (11.7%), Independence Financial Advisors, LLC (7.3%) and Marshall Investment Management, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Independence Financial Advisors, LLCWealth manager | 7.3% | $29.0M | 700,113 | +4.3% shares | Q3 2026 |
| Sowa Financial Group, Inc.Wealth manager | 11.7% | $26.7M | 646,364 | -1.5% shares | Q3 2026 |
| Lynch & Associates/inInvestment manager | 1.8% | $12.4M | 300,777 | — | Q3 2026 |
| Advisory Resource GroupWealth manager | 1.4% | $10.0M | 240,918 | +6.7% shares | Q3 2026 |
| Weil Company, Inc.Wealth manager | 1.4% | $8.0M | 193,661 | -6.5% shares | Q3 2026 |
| Marshall Investment Management, LLCWealth manager | 2.7% | $6.4M | 159,753 | -5.2% shares | Q2 2026 |
| Investmark Advisory Group LLCWealth manager | 1.5% | $4.5M | 109,516 | +10.1% shares | Q3 2026 |
| Pathfinder Wealth Consulting, Inc.Wealth manager | 2.7% | $4.1M | 117,328 | +5.9% shares | Q1 2026 |
| FCG Investment CoWealth manager | 1.2% | $3.7M | 90,206 | +10.8% shares | Q3 2026 |
| Processus Wealth & Capital Management, LLCWealth manager | 1.7% | $3.0M | 72,110 | -2.3% shares | Q3 2026 |
| Vestia Personal Wealth AdvisorsWealth manager | 0.5% | $1.3M | 32,447 | +0.3% shares | Q3 2026 |
| Rasp Wealth Solutions, LLCWealth manager | 0.4% | $1.2M | 29,406 | — | Q2 2026 |
| Harbor Asset Planning, Inc.Wealth manager | 0.7% | $895K | 21,628 | +4.6% shares | Q3 2026 |
| Ball & Co Wealth Management Inc.Wealth manager | 0.6% | $796K | 19,864 | -2.2% shares | Q2 2026 |
| Bestgate Wealth Advisors, LLCWealth manager | 0.3% | $449K | 10,850 | +0.0% shares | Q3 2026 |
| FMA Wealth Management, LLCWealth manager | 0.2% | $294K | 7,101 | +0.3% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 3, Q1 2026: 1). Screen FELV in the grand portfolio →
FELV stock trades by members of Congress
No member of Congress has disclosed a trade in FELV.
FELV questions and answers
Are insiders buying FELV stock?
No open-market insider purchases or sales of FELV were filed in the last 90 days.
Which hedge funds own FELV?
16 13F filers hold FELV among their 50 largest positions, worth $112.8M combined. The biggest bets by portfolio weight are Sowa Financial Group, Inc. (11.7%), Independence Financial Advisors, LLC (7.3%) and Marshall Investment Management, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded FELV?
No member of Congress has disclosed a trade in FELV.
Who is the largest holder of FELV?
Among 13F filers, Independence Financial Advisors, LLC reports the largest FELV position, $29.0M (700,113 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Sowa Financial Group, Inc.'s: 11.7% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.