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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

58 hedge funds and large institutions have $170M invested in Fidelity Value Factor ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
29
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$17.9M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.3M
3
CCA
3
Childress Capital Advisors
Texas
$12.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11M
5
LPL Financial
5
LPL Financial
California
$6.34M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$3.82M
2
Citigroup
2
Citigroup
New York
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
HPA
4
High Probability Advisors
New York
$16.5M
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LJAC
26
L.J. Altfest & Co
New York
$1.08M 22,652 -34 -0.1%
AIP
27
Ahrens Investment Partners
Louisiana
$979K 20,550 -650 -3%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
– – – –
OPS
29
Orion Portfolio Solutions
Nebraska
$739K 15,512 -354 -2%
AF
30
Allworth Financial
California
$673K 14,133 +26 +0.2%
HI
31
Harbour Investments
Wisconsin
$622K 13,050 +244 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$547K 11,470 +229 +2%
CAN
33
Cetera Advisor Networks
California
$491K 10,313 +10,313 New
AIC
34
Ameritas Investment Company
Nebraska
$457K 9,592 +4,472 +87%
SIC
35
Samalin Investment Counsel
New York
$425K 8,921 +286 +3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$413K 8,234 +610 +8%
CAC
37
Certified Advisory Corp
Florida
$408K 8,558 +8,558 New
WCAMG
38
Woodard & Company Asset Management Group
North Carolina
$334K 7,000 +7,000 New
NA
39
NewEdge Advisors
Louisiana
$321K 6,741 +6,741 New
SS
40
Sunbelt Securities
Texas
$306K 6,355 – –
BFA
41
Beaumont Financial Advisors
Massachusetts
$265K 5,561 -6,414 -54%
PWP
42
Principle Wealth Partners
Connecticut
$264K 5,545 -17 -0.3%
IA
43
IFP Advisors
Florida
$244K 5,067 +54 +1%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$219K 4,595 +1 +0%
AWA
45
Arkadios Wealth Advisors
Georgia
$185K 3,901 +34 +0.9%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$117K 2,460 +2,460 New
Wells Fargo
47
Wells Fargo
California
$111K 2,323 +8 +0.3%
UBS Group
48
UBS Group
Switzerland
$108K 2,261 +2,261 New
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$104K 2,189 +1,060 +94%
GEA
50
Glen Eagle Advisors
New Jersey
$59.7K 1,253 – –
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