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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

83 hedge funds and large institutions have $301M invested in Fidelity Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
27
Reduced
35
Closed
7
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$33.4M
2
GIA
2
Goodwin Investment Advisory
Georgia
$32.7M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$6.51M
4
LI
4
LVZ Inc
Michigan
$2.62M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.77M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$30.4M
3
BFA
3
BMS Financial Advisors
South Dakota
$353K
4
VC
4
Vicus Capital
Pennsylvania
$237K
5
AP
5
Americana Partners
Texas
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$34.4K 700 – –
IA
77
IFP Advisors
Florida
$31.2K 635 +3 +0.5%
SWM
78
Spire Wealth Management
Virginia
$13.9K 283 +24 +9%
GWM
79
Geneos Wealth Management
Colorado
$10.8K 220 +1 +0.5%
ACA
80
Atlas Capital Advisors
Wyoming
$8.84K 180 – –
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.93K 80 – –
SPIA
82
Steward Partners Investment Advisory
New York
$2.55K 52 +52 New
WP
83
WealthPLAN Partners
Nebraska
$786 16 – –
Goldman Sachs
84
Goldman Sachs
New York
– – -14,012 Closed
TC
85
TownSquare Capital
Utah
– – -5,580 Closed
RJFSA
86
Raymond James Financial Services Advisors
Florida
– – -4,947 Closed
UBS Group
87
UBS Group
Switzerland
– – -674 Closed
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
– – -106 Closed
BAM
89
Belpointe Asset Management
Nevada
– – -20 Closed
SWA
90
SOA Wealth Advisors
New York
– – -19 Closed
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