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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

69 hedge funds and large institutions have $246M invested in Fidelity Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
32
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$50.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$25.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19M
4
VC
4
Vicus Capital
Pennsylvania
$3.22M
5
KAS
5
Kestra Advisory Services
Texas
$11M

Top Sellers

1
PWS
1
Paragon Wealth Strategies
Florida
$0
2
CCA
2
Childress Capital Advisors
Texas
$6.89M
3
SA
3
Scarborough Advisors
Maryland
$0
4
LI
4
LVZ Inc
Michigan
$0
5
LPL Financial
5
LPL Financial
California
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
26
Americana Partners
Texas
$1.6M 37,164 – –
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$1.55M 36,050 -1,985 -5%
MA
28
Mutual Advisors
Nebraska
$1.54M 35,873 -9,178 -20%
NFG
29
Nations Financial Group
Iowa
$1.53M 35,445 +35,445 New
PWA
30
Primoris Wealth Advisors
Florida
$1.51M 35,172 -405 -1%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.32M 30,625 +5,452 +22%
LNC
32
Lincoln National Corp
Pennsylvania
$1.25M 28,926 +13,915 +93%
DWM
33
Darwin Wealth Management
Florida
$1.1M 24,154 +24,154 New
Citadel Advisors
34
Citadel Advisors
Florida
$863K 20,065 -14,124 -41%
Goldman Sachs
35
Goldman Sachs
New York
$842K 19,566 -5,853 -23%
AAS
36
Ameritas Advisory Services
Nebraska
$758K 17,611 +2,984 +20%
SIC
37
Samalin Investment Counsel
New York
$696K 16,168 +1,847 +13%
OPS
38
Orion Portfolio Solutions
Nebraska
$681K 15,839 -153 -1%
AF
39
Allworth Financial
California
$611K 14,202 +23 +0.2%
AIP
40
Ahrens Investment Partners
Louisiana
$513K 11,920 -380 -3%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$504K 11,729 +4,563 +64%
CAN
42
Cetera Advisor Networks
California
$494K 11,483 -86 -0.7%
PPW
43
Pinnacle Private Wealth
Massachusetts
$447K 10,400 -72 -0.7%
JWCA
44
J.W. Cole Advisors
Florida
$361K 8,402 +5 +0.1%
SB
45
Strategic Blueprint
Georgia
$291K 6,772 – –
AWS
46
Atria Wealth Solutions
New York
$276K 6,424 +215 +3%
CA
47
Cetera Advisors
Colorado
$243K 5,643 +5,643 New
SS
48
Sunbelt Securities
Texas
$239K 5,548 – –
PWP
49
Principle Wealth Partners
Connecticut
$239K 5,545 – –
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$234K 5,300 -1,724 -25%
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