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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

110 hedge funds and large institutions have $509M invested in Fidelity Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
47
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$29.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$54.4M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$37M
4
FIS
4
Fischer Investment Strategies
California
$5.64M
5
GIA
5
Goodwin Investment Advisory
Georgia
$43.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20.8M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$0
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$236K
5
KAS
5
Kestra Advisory Services
Texas
$6.11M
Name Market Value Shares Shares
Change 		Shares
Change %
BIP
26
Bouvel Investment Partners
Pennsylvania
$2.88M 50,422 -474 -0.9%
CPCP
27
Cedar Point Capital Partners
Iowa
$2.81M 49,300 +1,953 +4%
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$2.74M 48,027 +2,127 +5%
TCM
29
Traynor Capital Management
Pennsylvania
$2.67M 46,878 -8,825 -16%
BCI
30
Brinker Capital Investments
Pennsylvania
$2.66M 46,694 -9,813 -17%
OPS
31
Orion Portfolio Solutions
Nebraska
$2.66M 46,694 -9,813 -17%
PA
32
PFG Advisors
Arizona
$2.5M 43,737 +11,295 +35%
LI
33
LVZ Inc
Michigan
$2.32M 40,660 -2,526 -6%
MA
34
Mutual Advisors
Nebraska
$2.24M 39,213 -2,700 -6%
KPWS
35
Kestra Private Wealth Services
Texas
$1.92M 33,684 -10,021 -23%
PWA
36
Primoris Wealth Advisors
Florida
$1.85M 32,611 +4,286 +15%
VA
37
Valmark Advisers
Ohio
$1.73M 30,377 +133 +0.4%
AWS
38
Atria Wealth Solutions
New York
$1.35M 23,587 +7,867 +50%
RA
39
Rational Advisors
New York
$1.22M 21,393 -8,333 -28%
SPC
40
Sigma Planning Corp
Michigan
$1.09M 19,041 +10,491 +123%
AP
41
Americana Partners
Texas
$1.05M 18,357 -9,231 -33%
DWM
42
Darwin Wealth Management
Florida
$1.03M 18,004 -1,156 -6%
CA
43
Cetera Advisors
Colorado
$989K 17,339 +2,872 +20%
CAN
44
Cetera Advisor Networks
California
$913K 16,003 +239 +2%
SIC
45
Samalin Investment Counsel
New York
$839K 14,704 -178 -1%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$837K 14,667 +3,258 +29%
EWM
47
Executive Wealth Management
Michigan
$780K 13,717 +711 +5%
AAS
48
Ameritas Advisory Services
Nebraska
$752K 13,547 +8,047 +146%
SIA
49
Spectrum Investment Advisors
Wisconsin
$723K 12,676 +630 +5%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$651K 11,406 -146 -1%
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