FVAL icon

Fidelity Value Factor ETF
FVAL

Overview Fund Activity

43 hedge funds and large institutions have $153M invested in Fidelity Value Factor ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
9
Increased
21
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPA
1
High Probability Advisors
New York
$12.7M
2
Citigroup
2
Citigroup
New York
$9.05M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.82M
4
Bank of America
4
Bank of America
North Carolina
$5.51M
5
LWA
5
Lineweaver Wealth Advisors
Ohio
$6.38M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$3.2M
2
LPL Financial
2
LPL Financial
California
$734K
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$39.8M
5
Creative Planning
5
Creative Planning
Kansas
$5.21M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$616K 15,178 +491 +3%
AF
27
Allworth Financial
California
$571K 14,059 -314 -2%
AIC
28
Ameritas Investment Company
Nebraska
$518K 12,751 -633 -5%
LI
29
LVZ Inc
Michigan
$469K 11,540 – –
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$433K 10,652 +10,652 New
UA
31
Unison Advisors
District of Columbia
$370K 9,114 +24 +0.3%
SFS
32
Sowell Financial Services
Arkansas
$280K 6,895 +1,833 +36%
JWCA
33
J.W. Cole Advisors
Florida
$248K 6,114 +6,114 New
PWP
34
Principle Wealth Partners
Connecticut
$226K 5,562 +5,562 New
SIC
35
Samalin Investment Counsel
New York
$225K 5,529 +5,529 New
IA
36
IFP Advisors
Florida
$81K 2,013 +207 +11%
Wells Fargo
37
Wells Fargo
California
$72K 1,782 – –
GEA
38
Glen Eagle Advisors
New Jersey
$50.9K 1,253 -766 -38%
Morgan Stanley
39
Morgan Stanley
New York
$43K 1,047 +867 +482%
IA
40
Inspire Advisors
Idaho
$32K 787 +787 New
CFGS
41
Concourse Financial Group Securities
Alabama
$28K 700 – –
William Blair & Company
42
William Blair & Company
Illinois
$20K 500 – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$9K 238 +238 New
BFA
44
Beaumont Financial Advisors
Massachusetts
– – -19,535 Closed
FHA
45
Flagship Harbor Advisors
Massachusetts
– – -1,000 Closed
1
2