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Fidelity International Value Factor ETF

17 hedge funds and large institutions have $4.76M invested in Fidelity International Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HSA
1
HBK Sorce Advisory
Pennsylvania
$1.18M 52,247 +52,247 New
ECM
2
Evergreen Capital Management
Washington
$811K 35,825
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$623K 27,513 +2,498 +10%
OMC
4
Old Mission Capital
Illinois
$528K 23,330 +5,973 +34%
BWCS
5
Beirne Wealth Consulting Services
Connecticut
$505K 22,330 -5,240 -19%
MML Investors Services
6
MML Investors Services
Massachusetts
$233K 10,297 +10,297 New
Osaic Holdings
7
Osaic Holdings
Arizona
$205K 9,060 -741 -8%
PP
8
Prosperity Planning
Missouri
$201K 8,880 +8,880 New
ASN
9
Advisory Services Network
Georgia
$167K 7,391 -4,257 -37%
SWM
10
Spire Wealth Management
Virginia
$142K 6,267 +508 +9%
TWC
11
TD Waterhouse Canada
Ontario, Canada
$86.1K 3,769 +3,769 New
GWM
12
Geneos Wealth Management
Colorado
$29.4K 1,300
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$27K 1,184 -47,925 -98%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.47K 418,468 +30,875 +8%
LOIP
15
Live Oak Investment Partners
Texas
Morgan Stanley
16
Morgan Stanley
New York
$3.85K 170 +170 New
GRP
17
Global Retirement Partners
California
$2.3K 100
Fidelity Investments
18
Fidelity Investments
Massachusetts
$158 7 +7 New
Wells Fargo
19
Wells Fargo
California
Citadel Advisors
20
Citadel Advisors
Florida
-59,302 Closed
RA
21
RFG Advisory
Alabama
-24,332 Closed
UBS Group
22
UBS Group
Switzerland
-917 Closed
CFGS
23
Concourse Financial Group Securities
Alabama