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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

78 hedge funds and large institutions have $231M invested in Fidelity Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
78
Holders Change
-12
Holders Change %
-13.33%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
28
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$39.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.8M
3
HPA
3
High Probability Advisors
New York
$21.3M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.93M
5
BFA
5
BMS Financial Advisors
South Dakota
$1.74M

Top Sellers

1
CG
1
CFO4Life Group
Texas
$0
2
LJAC
2
L.J. Altfest & Co
New York
$2.42M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.54M
4
VC
4
Vicus Capital
Pennsylvania
$1.03M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$303K
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$915 20 – –
SWA
77
SOA Wealth Advisors
New York
$869 19 – –
WP
78
WealthPLAN Partners
Nebraska
$732 16 +16 New
CG
79
CFO4Life Group
Texas
– – -197,611 Closed
NFG
80
Nations Financial Group
Iowa
– – -35,089 Closed
Citadel Advisors
81
Citadel Advisors
Florida
– – -11,311 Closed
Stifel Financial
82
Stifel Financial
Missouri
– – -9,619 Closed
HSA
83
HBK Sorce Advisory
Pennsylvania
– – -6,332 Closed
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
– – -4,861 Closed
SGWM
85
Sterling Group Wealth Management
California
– – -4,759 Closed
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
– – -4,727 Closed
FTUS
87
Flow Traders U.S.
New York
– – -4,599 Closed
MCC
88
Money Concepts Capital
Florida
– – -3,981 Closed
AWM
89
Accurate Wealth Management
Florida
– – -1,064 Closed
LFG
90
Larson Financial Group
Missouri
– – -1,000 Closed
PMFA
91
Plante Moran Financial Advisors
Michigan
– – -568 Closed
LCM
92
Logan Capital Management
Pennsylvania
– – -220 Closed
SPIA
93
Steward Partners Investment Advisory
New York
– – -49 Closed
GM
94
GeoWealth Management
Illinois
– – -42 Closed
PPWM
95
PFG Private Wealth Management
Florida
– – -24 Closed
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