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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

75 hedge funds and large institutions have $200M invested in Fidelity Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
31
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.01M
3
BFA
3
BMS Financial Advisors
South Dakota
$2.43M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.88M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.9M
2
CCA
2
Childress Capital Advisors
Texas
$3.12M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.07M
4
HF
4
Halpern Financial
Virginia
$8.11M
5
KAS
5
Kestra Advisory Services
Texas
$8.61M
Name Market Value Shares Shares
Change 		Shares
Change %
CAC
26
Certified Advisory Corp
Florida
$1.87M 46,759 -655 -1%
BIP
27
Bouvel Investment Partners
Pennsylvania
$1.77M 44,310 +2,112 +5%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.59M 39,697 -20,831 -34%
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M 36,106 +56 +0.2%
MA
30
Mutual Advisors
Nebraska
$1.43M 35,809 -64 -0.2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.42M 35,411 +4,786 +16%
NFG
32
Nations Financial Group
Iowa
$1.4M 35,089 -356 -1%
DWM
33
Darwin Wealth Management
Florida
$1.38M 32,989 +8,835 +37%
PWA
34
Primoris Wealth Advisors
Florida
$1.26M 31,537 -3,635 -10%
Goldman Sachs
35
Goldman Sachs
New York
$783K 19,566 – –
AAS
36
Ameritas Advisory Services
Nebraska
$697K 17,415 -196 -1%
OPS
37
Orion Portfolio Solutions
Nebraska
$579K 14,482 -1,357 -9%
AF
38
Allworth Financial
California
$569K 14,229 +27 +0.2%
AIP
39
Ahrens Investment Partners
Louisiana
$432K 10,800 -1,120 -9%
Ameriprise
40
Ameriprise
Minnesota
$382K 9,537 +9,537 New
SIC
41
Samalin Investment Counsel
New York
$361K 9,015 -7,153 -44%
SS
42
Sunbelt Securities
Texas
$358K 8,948 +3,400 +61%
JWCA
43
J.W. Cole Advisors
Florida
$338K 8,456 +54 +0.6%
AWS
44
Atria Wealth Solutions
New York
$284K 7,089 +665 +10%
CA
45
Cetera Advisors
Colorado
$281K 7,035 +1,392 +25%
SB
46
Strategic Blueprint
Georgia
$271K 6,772 – –
CA
47
CoreCap Advisors
Michigan
$266K 6,645 +1,792 +37%
Citadel Advisors
48
Citadel Advisors
Florida
$258K 6,437 -13,628 -68%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$204K 5,105 +41 +0.8%
ASN
50
Advisory Services Network
Georgia
$204K 5,104 +5,104 New
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