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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

74 hedge funds and large institutions have $290M invested in Fidelity Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
74
Holders Change
+13
Holders Change %
+21.31%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
36
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Paragon Wealth Strategies
Florida
$26.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$36M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$17.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$25.3M

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$1.94M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.9M
3
HF
3
Halpern Financial
Virginia
$14.4M
4
LNC
4
Lincoln National Corp
Pennsylvania
$763K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$364K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
– – -4,594 Closed
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$0 9 +9 New
1 2 3
4