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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 %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$696K 11,477 +188 +2%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$684K 11,287 +2,598 +30%
AF
53
Allworth Financial
California
$655K 10,814 +16 +0.1%
CCP
54
Clarity Capital Partners
California
$644K 10,634 +652 +7%
AP
55
Americana Partners
Texas
$621K 10,255 – –
AAS
56
Ameritas Advisory Services
Nebraska
$614K 10,128 -3,065 -23%
TFS
57
Thoroughbred Financial Services
Tennessee
$573K 9,459 +1,402 +17%
QWP
58
Quotient Wealth Partners
Texas
$569K 9,391 +2,135 +29%
SS
59
Sunbelt Securities
Texas
$561K 9,260 +88 +1%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$540K 8,912 -9,908 -53%
RJA
61
Raymond James & Associates
Florida
$538K 8,878 – –
HPM
62
Hoxton Planning & Management
West Virginia
$526K 8,680 – –
AFG
63
Atomi Financial Group
New York
$521K 8,596 +1,912 +29%
JWCA
64
J.W. Cole Advisors
Florida
$493K 8,132 +13 +0.2%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$449K 7,403 +4,067 +122%
PAG
66
Private Advisor Group
New Jersey
$441K 7,284 +1,177 +19%
NA
67
NewEdge Advisors
Louisiana
$435K 7,182 -3,448 -32%
MML Investors Services
68
MML Investors Services
Massachusetts
$429K 7,074 -81 -1%
Cerity Partners
69
Cerity Partners
New York
$428K 7,060 +7,060 New
PWP
70
Principle Wealth Partners
Connecticut
$374K 6,167 – –
CA
71
CoreCap Advisors
Michigan
$366K 6,034 +6,034 New
SFA
72
Sequoia Financial Advisors
Ohio
$356K 5,875 +24 +0.4%
PRI
73
Prepared Retirement Institute
Pennsylvania
$355K 5,863 +24 +0.4%
SAW
74
Signal Advisors Wealth
Michigan
$338K 5,571 +5,571 New
FWM
75
Foguth Wealth Management
Michigan
$337K 5,560 -345 -6%
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3
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