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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

90 hedge funds and large institutions have $260M invested in Fidelity Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
+15
Holders Change %
+20%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
29
Reduced
24
Closed
9
Calls
$9K
Puts
$4K
Net Calls
+$5K
Net Calls Change
+$5K

Top Buyers

1
GIA
1
Goodwin Investment Advisory
Georgia
$23.5M
2
C
2
CFO4Life
Texas
$8.67M
3
CG
3
CFO4Life Group
Texas
$8.67M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.5M
5
LJAC
5
L.J. Altfest & Co
New York
$6.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.55M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.84M
3
CCA
3
Childress Capital Advisors
Texas
$882K
4
BFA
4
BMS Financial Advisors
South Dakota
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.04M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$2.12M 48,399 -2,764 -5%
VA
27
Valmark Advisers
Ohio
$1.98M 45,143 -18,905 -30%
BIP
28
Bouvel Investment Partners
Pennsylvania
$1.97M 44,845 +535 +1%
CAC
29
Certified Advisory Corp
Florida
$1.65M 37,647 -9,112 -19%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M 36,295 +189 +0.5%
MA
31
Mutual Advisors
Nebraska
$1.55M 35,360 -449 -1%
NFG
32
Nations Financial Group
Iowa
$1.54M 35,089 – –
MML Investors Services
33
MML Investors Services
Massachusetts
$1.44M 32,885 -6,812 -17%
DAS
34
Dynamic Advisor Solutions
Arizona
$1.44M 32,764 +32,764 New
DWM
35
Darwin Wealth Management
Florida
$1.37M 29,887 -3,102 -9%
PWA
36
Primoris Wealth Advisors
Florida
$1.3M 29,837 -1,700 -5%
AWM
37
AE Wealth Management
Kansas
$1.09M 24,796 +24,796 New
CCA
38
Childress Capital Advisors
Texas
$882K 20,113 -57,840 -74%
AAS
39
Ameritas Advisory Services
Nebraska
$800K 18,247 +832 +5%
OPS
40
Orion Portfolio Solutions
Nebraska
$642K 14,631 +149 +1%
SIC
41
Samalin Investment Counsel
New York
$641K 14,619 +5,604 +62%
AF
42
Allworth Financial
California
$576K 13,142 -1,087 -8%
Citadel Advisors
43
Citadel Advisors
Florida
$496K 11,311 +4,874 +76%
AIP
44
Ahrens Investment Partners
Louisiana
$471K 10,750 -50 -0.5%
Ameriprise
45
Ameriprise
Minnesota
$453K 10,333 +796 +8%
Stifel Financial
46
Stifel Financial
Missouri
$422K 9,619 +9,619 New
CA
47
Cetera Advisors
Colorado
$421K 9,594 +2,559 +36%
SS
48
Sunbelt Securities
Texas
$407K 9,284 +336 +4%
CAN
49
Cetera Advisor Networks
California
$365K 8,325 +8,325 New
JWCA
50
J.W. Cole Advisors
Florida
$359K 8,176 -280 -3%
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