FVAL icon

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 %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$648K 11,351 -19,256 -63%
AF
52
Allworth Financial
California
$602K 10,549 +17 +0.2%
NA
53
NewEdge Advisors
Louisiana
$587K 10,292 -250 -2%
Citadel Advisors
54
Citadel Advisors
Florida
$587K 10,290 +10,290 New
PS
55
Principal Securities
Iowa
$572K 10,029 -827 -8%
CAC
56
Certified Advisory Corp
Florida
$554K 9,702 -36 -0.4%
CCP
57
Clarity Capital Partners
California
$551K 9,655 +5,033 +109%
RJA
58
Raymond James & Associates
Florida
$548K 9,603 +9,603 New
SS
59
Sunbelt Securities
Texas
$523K 9,172 -121 -1%
EAM
60
Empirical Asset Management
Massachusetts
$514K 9,002 +274 +3%
HPM
61
Hoxton Planning & Management
West Virginia
$495K 8,680 +37 +0.4%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$471K 8,252 +8,252 New
MML Investors Services
63
MML Investors Services
Massachusetts
$460K 8,064 -316 -4%
JWCA
64
J.W. Cole Advisors
Florida
$460K 8,055 +461 +6%
SAW
65
Signal Advisors Wealth
Michigan
$365K 6,393 +2,374 +59%
FWM
66
Foguth Wealth Management
Michigan
$365K 6,393 +6,393 New
PWP
67
Principle Wealth Partners
Connecticut
$352K 6,167 – –
SFA
68
Sequoia Financial Advisors
Ohio
$332K 5,826 +26 +0.4%
PRI
69
Prepared Retirement Institute
Pennsylvania
$332K 5,814 +26 +0.4%
LNC
70
Lincoln National Corp
Pennsylvania
$303K 5,318 +260 +5%
PAG
71
Private Advisor Group
New Jersey
$285K 5,004 +5,004 New
ASN
72
Advisory Services Network
Georgia
$283K 4,965 -22 -0.4%
AWM
73
Avaii Wealth Management
Wisconsin
$271K 4,751 -244 -5%
CG
74
CFO4Life Group
Texas
$269K 4,712 -1,277 -21%
TFS
75
Thoroughbred Financial Services
Tennessee
$265K 4,661 +4,661 New
1 2
3
4 5