Fidelity Value Factor ETF
FVAL
FVAL
104 hedge funds and large institutions have $446M invested in Fidelity Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 5 closing their positions.
Holders
104
Holders Change
+23
Holders Change %
+28.4%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
30
Increased
37
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SPIA
101
Steward Partners Investment Advisory
New York
| $2.76K | 52 | – | – |
|
|
FFA
102
Farther Finance Advisors
San Francisco,
California
| $1.7K | 32 | +32 | New |
|
|
HI
103
Harbour Investments
Madison,
Wisconsin
| $53 | 1 | +1 | New |
|
104
Wells Fargo
San Francisco,
California
| $39 | 1 | +1 | New |
|
|
RJFSA
105
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | – | -9,784 | Closed |
|
|
OMC
106
Old Mission Capital
Chicago,
Illinois
| – | – | -6,993 | Closed |
|
|
FIS
107
Fischer Investment Strategies
Westlake Village,
California
| – | – | -5,193 | Closed |
|
|
NS
108
NBC Securities
Birmingham,
Alabama
| – | – | -168 | Closed |
|
109
Bank of Montreal
Toronto,
Ontario, Canada
| – | – | -18 | Closed |
|