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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

107 hedge funds and large institutions have $504M invested in Fidelity Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
44
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$63.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$48.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$41.2M
4
DWM
4
Dynasty Wealth Management
Florida
$2.9M
5
CFO
5
Custos Family Office
Texas
$15.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.54M
2
HPA
2
High Probability Advisors
New York
$21M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.78M
5
Bank of America
5
Bank of America
North Carolina
$8.64M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
101
PSI Advisors
Florida
$3.51K 61 +61 New
SPIA
102
Steward Partners Investment Advisory
New York
$2.99K 52 – –
FFA
103
Farther Finance Advisors
California
$1.85K 32 – –
HI
104
Harbour Investments
Wisconsin
$1.61K 28 +28 New
SWM
105
Spire Wealth Management
Virginia
$1.44K 25 -258 -91%
EWP
106
Elevation Wealth Partners
California
$1.04K 18 – –
Wells Fargo
107
Wells Fargo
California
$48 1 +1 New
TCM
108
Traynor Capital Management
Pennsylvania
– – -46,878 Closed
RA
109
Rational Advisors
New York
– – -21,393 Closed
DWM
110
Darwin Wealth Management
Florida
– – -18,004 Closed
EWM
111
Executive Wealth Management
Michigan
– – -13,717 Closed
Citadel Advisors
112
Citadel Advisors
Florida
– – -10,290 Closed
EAM
113
Empirical Asset Management
Massachusetts
– – -9,002 Closed
SAW
114
Signal Advisors Wealth
Michigan
– – -6,393 Closed
LNC
115
Lincoln National Corp
Pennsylvania
– – -5,318 Closed
VC
116
Vicus Capital
Pennsylvania
– – -4,417 Closed
CA
117
CoreCap Advisors
Michigan
– – -3,689 Closed
HIC
118
Hartline Investment Corp
Illinois
– – -3,519 Closed
ITIM
119
Indiana Trust & Investment Management
Indiana
– – -1,677 Closed
RWPA
120
Richard W. Paul & Associates
Michigan
– – -1,281 Closed
CFGS
121
Concourse Financial Group Securities
Alabama
– – -700 Closed
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