FVAL icon

Fidelity Value Factor ETF
FVAL

Overview Fund Activity

78 hedge funds and large institutions have $231M invested in Fidelity Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
78
Holders Change
-12
Holders Change %
-13.33%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
28
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.8M
3
HPA
3
High Probability Advisors
New York
$21.3M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.93M
5
BFA
5
BMS Financial Advisors
South Dakota
$1.74M

Top Sellers

1
CG
1
CFO4Life Group
Texas
$0
2
LJAC
2
L.J. Altfest & Co
New York
$2.42M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.54M
4
VC
4
Vicus Capital
Pennsylvania
$1.03M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$303K
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
26
BMS Financial Advisors
South Dakota
$1.74M 38,109 +38,109 New
VA
27
Valmark Advisers
Ohio
$1.68M 36,766 -8,377 -19%
MA
28
Mutual Advisors
Nebraska
$1.53M 33,393 -1,967 -6%
PWA
29
Primoris Wealth Advisors
Florida
$1.37M 29,837 – –
DWM
30
Darwin Wealth Management
Florida
$1.23M 26,543 -3,344 -11%
CAC
31
Certified Advisory Corp
Florida
$1.05M 22,907 -14,740 -39%
VC
32
Vicus Capital
Pennsylvania
$1.03M 22,601 -77,561 -77%
PA
33
PFG Advisors
Arizona
$971K 21,228 +21,228 New
MML Investors Services
34
MML Investors Services
Massachusetts
$938K 20,505 -12,380 -38%
AAS
35
Ameritas Advisory Services
Nebraska
$729K 15,872 -2,375 -13%
Goldman Sachs
36
Goldman Sachs
New York
$641K 14,012 +14,012 New
T
37
TRUADVICE
Florida
$628K 13,507 +13,507 New
AF
38
Allworth Financial
California
$603K 13,171 +29 +0.2%
SIC
39
Samalin Investment Counsel
New York
$592K 12,935 -1,684 -12%
AIP
40
Ahrens Investment Partners
Louisiana
$488K 10,670 -80 -0.7%
Ameriprise
41
Ameriprise
Minnesota
$473K 10,338 +5 +0%
CA
42
Cetera Advisors
Colorado
$465K 10,161 +567 +6%
CAN
43
Cetera Advisor Networks
California
$463K 10,115 +1,790 +22%
SS
44
Sunbelt Securities
Texas
$411K 9,092 -192 -2%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$383K 8,412 +4,506 +115%
JWCA
46
J.W. Cole Advisors
Florida
$365K 7,981 -195 -2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$348K 7,603 -40,963 -84%
AWS
48
Atria Wealth Solutions
New York
$346K 7,569 +84 +1%
WCAMG
49
Woodard & Company Asset Management Group
North Carolina
$303K 6,611 -54,794 -89%
ASN
50
Advisory Services Network
Georgia
$262K 5,736 +160 +3%
1
2
3 4