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Fidelity Value Factor ETF

74 hedge funds and large institutions have $290M invested in Fidelity Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
74
Holders Change
+13
Holders Change %
+21.31%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
36
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$1.93M 38,035 +193 +0.5%
AP
27
Americana Partners
Texas
$1.89M 37,164
WCAMG
28
Woodard & Company Asset Management Group
North Carolina
$1.89M 37,099 +30,099 +430%
PWA
29
Primoris Wealth Advisors
Florida
$1.81M 35,577 +4,411 +14%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.8M 35,365 +7,550 +27%
Citadel Advisors
31
Citadel Advisors
Florida
$1.74M 34,189 +34,189 New
AIP
32
Almanack Investment Partners
Pennsylvania
$1.37M 26,919 +26,919 New
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.3M 25,622 +25,622 New
Goldman Sachs
34
Goldman Sachs
New York
$1.29M 25,419 +25,419 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.28M 25,173 +25,173 New
BFA
36
BMS Financial Advisors
South Dakota
$1.24M 24,412 +24,412 New
OPS
37
Orion Portfolio Solutions
Nebraska
$813K 15,992 +480 +3%
LNC
38
Lincoln National Corp
Pennsylvania
$763K 15,011 -30,771 -67%
AAS
39
Ameritas Advisory Services
Nebraska
$743K 14,627 +2,630 +22%
SIC
40
Samalin Investment Counsel
New York
$728K 14,321 +9,577 +202%
AF
41
Allworth Financial
California
$721K 14,179 +20 +0.1%
AIP
42
Ahrens Investment Partners
Louisiana
$625K 12,300 -1,250 -9%
CAN
43
Cetera Advisor Networks
California
$588K 11,569 +550 +5%
PPW
44
Pinnacle Private Wealth
Massachusetts
$532K 10,472 +1,237 +13%
JWCA
45
J.W. Cole Advisors
Florida
$427K 8,397 +214 +3%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$364K 7,166 -29,043 -80%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$360K 7,024 -1,079 -13%
SB
48
Strategic Blueprint
Georgia
$344K 6,772 +2,628 +63%
AWS
49
Atria Wealth Solutions
New York
$316K 6,209 +6,209 New
SS
50
Sunbelt Securities
Texas
$288K 5,548