FVAL icon

Fidelity Value Factor ETF

52 hedge funds and large institutions have $224M invested in Fidelity Value Factor ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
32
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$762K 15,866
ASN
27
Advisory Services Network
Georgia
$715K 14,888 -35 -0.2%
AF
28
Allworth Financial
California
$678K 14,107 +20 +0.1%
HI
29
Harbour Investments
Wisconsin
$615K 12,806 -114 -0.9%
Citadel Advisors
30
Citadel Advisors
Florida
$597K 12,425 -2,651 -18%
BFA
31
Beaumont Financial Advisors
Massachusetts
$552K 11,975 +5,152 +76%
MML Investors Services
32
MML Investors Services
Massachusetts
$540K 11,241 +2,339 +26%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$492K 10,231 +1,295 +14%
WIA
34
World Investment Advisors
California
$474K 9,865 +1,212 +14%
SIC
35
Samalin Investment Counsel
New York
$415K 8,635 +998 +13%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$371K 7,624 +2,269 +42%
LNC
37
Lincoln National Corp
Pennsylvania
$343K 7,137 +7,137 New
SB
38
Strategic Blueprint
Georgia
$325K 6,772 +6,772 New
JWCA
39
J.W. Cole Advisors
Florida
$320K 6,653 +571 +9%
SS
40
Sunbelt Securities
Texas
$306K 6,355
AIC
41
Ameritas Investment Company
Nebraska
$306K 5,120 +5,046 +6,819%
PWP
42
Principle Wealth Partners
Connecticut
$267K 5,562
IC
43
Inscription Capital
Texas
$267K 5,562 +5,562 New
IA
44
IFP Advisors
Florida
$243K 5,013 +2,062 +70%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$221K 4,594 +4,594 New
AWA
46
Arkadios Wealth Advisors
Georgia
$185K 3,867 +3,108 +409%
Wells Fargo
47
Wells Fargo
California
$111K 2,315 +5 +0.2%
GEA
48
Glen Eagle Advisors
New Jersey
$60.2K 1,253
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$54K 1,129 +1,129 New
CFGS
50
Concourse Financial Group Securities
Alabama
$34K 700