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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

75 hedge funds and large institutions have $200M invested in Fidelity Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
31
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.01M
3
BFA
3
BMS Financial Advisors
South Dakota
$2.43M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$26.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.88M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$14.9M
2
CCA
2
Childress Capital Advisors
Texas
$3.12M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.07M
4
HF
4
Halpern Financial
Virginia
$8.11M
5
KAS
5
Kestra Advisory Services
Texas
$8.61M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
– – -11,483 Closed
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
– – -5,300 Closed
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
– – -3,249 Closed
William Blair & Company
79
William Blair & Company
Illinois
– – -450 Closed
SWA
80
SOA Wealth Advisors
New York
$0 19 +19 New
1 2 3
4