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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

83 hedge funds and large institutions have $301M invested in Fidelity Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
27
Reduced
35
Closed
7
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$33.4M
2
GIA
2
Goodwin Investment Advisory
Georgia
$32.7M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$6.51M
4
LI
4
LVZ Inc
Michigan
$2.62M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.77M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.4M
3
BFA
3
BMS Financial Advisors
South Dakota
$353K
4
VC
4
Vicus Capital
Pennsylvania
$237K
5
AP
5
Americana Partners
Texas
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
BIP
26
Bouvel Investment Partners
Pennsylvania
$2.28M 46,515 +724 +2%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$2.02M 41,111 -1,029 -2%
Citadel Advisors
28
Citadel Advisors
Florida
$1.77M 36,020 +36,020 New
AP
29
Americana Partners
Texas
$1.69M 34,435 -15,944 -32%
MA
30
Mutual Advisors
Nebraska
$1.64M 33,433 +40 +0.1%
VA
31
Valmark Advisers
Ohio
$1.6M 32,491 -4,275 -12%
T
32
TRUADVICE
Florida
$1.44M 28,837 +15,330 +113%
PWA
33
Primoris Wealth Advisors
Florida
$1.41M 28,777 -1,060 -4%
DWM
34
Darwin Wealth Management
Florida
$1.15M 23,459 -3,084 -12%
PA
35
PFG Advisors
Arizona
$1.14M 23,245 +2,017 +10%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$936K 19,061 +11,458 +151%
AWS
37
Atria Wealth Solutions
New York
$833K 16,963 +9,394 +124%
MML Investors Services
38
MML Investors Services
Massachusetts
$669K 13,629 -6,876 -34%
SIC
39
Samalin Investment Counsel
New York
$612K 12,468 -467 -4%
CAN
40
Cetera Advisor Networks
California
$611K 12,445 +2,330 +23%
AF
41
Allworth Financial
California
$606K 12,341 -830 -6%
NA
42
NewEdge Advisors
Louisiana
$529K 10,767 +10,767 New
CA
43
Cetera Advisors
Colorado
$525K 10,696 +535 +5%
CAC
44
Certified Advisory Corp
Florida
$505K 10,293 -12,614 -55%
Ameriprise
45
Ameriprise
Minnesota
$447K 9,101 -1,237 -12%
SS
46
Sunbelt Securities
Texas
$446K 9,093 +1 +0%
AAS
47
Ameritas Advisory Services
Nebraska
$430K 8,844 -7,028 -44%
JWCA
48
J.W. Cole Advisors
Florida
$427K 8,698 +717 +9%
HPM
49
Hoxton Planning & Management
West Virginia
$424K 8,643 +8,643 New
BFA
50
BMS Financial Advisors
South Dakota
$353K 7,181 -30,928 -81%
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