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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

114 hedge funds and large institutions have $850M invested in Fidelity Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
55
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Dynasty Wealth Management
Florida
$297M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$54.4M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$8.15M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$55.5M
5
CFO
5
Custos Family Office
Texas
$18.6M

Top Sellers

1
PA
1
Prism Advisors
California
$9.68M
2
LI
2
LVZ Inc
Michigan
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.23M
4
HF
4
Halpern Financial
Virginia
$9.37M
5
Bank of America
5
Bank of America
North Carolina
$8.36M
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$3.33M 54,979 +3,570 +7%
LJAC
27
L.J. Altfest & Co
New York
$3.16M 52,091 +1,151 +2%
CPCP
28
Cedar Point Capital Partners
Iowa
$3.12M 51,487 +697 +1%
BIP
29
Bouvel Investment Partners
Pennsylvania
$3.04M 50,132 -628 -1%
PA
30
PFG Advisors
Arizona
$2.9M 47,778 +575 +1%
VFPW
31
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.89M 47,720 +24,682 +107%
OPS
32
Orion Portfolio Solutions
Nebraska
$2.34M 38,614 -4,635 -11%
BCI
33
Brinker Capital Investments
Pennsylvania
$2.34M 38,614 -4,635 -11%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.23M 36,719 -34,432 -48%
CWP
35
Cyndeo Wealth Partners
Florida
$2.2M 36,385 +2 +0%
MA
36
Mutual Advisors
Nebraska
$2.06M 33,674 +744 +2%
AWS
37
Atria Wealth Solutions
New York
$2.01M 33,206 +2,201 +7%
PWA
38
Primoris Wealth Advisors
Florida
$2.01M 33,171 -300 -0.9%
UW
39
Unique Wealth
Florida
$1.98M 32,675 +32,675 New
KPWS
40
Kestra Private Wealth Services
Texas
$1.93M 31,813 +3,577 +13%
VA
41
Valmark Advisers
Ohio
$1.61M 26,507 -1,421 -5%
Two Sigma Investments
42
Two Sigma Investments
New York
$1.53M 25,300 +25,300 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$1.39M 22,930 +796 +4%
Citadel Advisors
44
Citadel Advisors
Florida
$1.27M 21,004 +21,004 New
SPC
45
Sigma Planning Corp
Michigan
$1.24M 20,438 +691 +3%
DWM
46
Darwin Wealth Management
Florida
$1.15M 19,035 +19,035 New
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$978K 16,131 +6,278 +64%
SIC
48
Samalin Investment Counsel
New York
$904K 14,925 +125 +0.8%
EWM
49
Executive Wealth Management
Michigan
$831K 13,717 +13,717 New
SIA
50
Spectrum Investment Advisors
Wisconsin
$810K 13,364 +576 +5%
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