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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

114 hedge funds and large institutions have $850M invested in Fidelity Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
55
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Dynasty Wealth Management
Florida
$297M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$54.4M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$8.15M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$55.5M
5
CFO
5
Custos Family Office
Texas
$18.6M

Top Sellers

1
PA
1
Prism Advisors
California
$9.68M
2
LI
2
LVZ Inc
Michigan
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.23M
4
HF
4
Halpern Financial
Virginia
$9.37M
5
Bank of America
5
Bank of America
North Carolina
$8.36M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
101
CNB Bank
Pennsylvania
$41.6K 686 – –
AF
102
Advisornet Financial
Minnesota
$40.4K 666 +2 +0.3%
FFA
103
Founders Financial Alliance
North Carolina
$39.9K 659 +659 New
PFBT
104
Parkside Financial Bank & Trust
Missouri
$16.5K 272 -55 -17%
ACA
105
Atlas Capital Advisors
Wyoming
$16K 264 +84 +47%
GWM
106
Geneos Wealth Management
Colorado
$13.5K 223 – –
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$9.27K 153 – –
SWM
108
Spire Wealth Management
Virginia
$6.84K 113 +88 +352%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.85K 80 – –
PA
110
PSI Advisors
Florida
$3.39K 56 -5 -8%
SPIA
111
Steward Partners Investment Advisory
New York
$3.15K 52 – –
FFA
112
Farther Finance Advisors
California
$1.94K 32 – –
EWP
113
Elevation Wealth Partners
California
$1.09K 18 – –
AWM
114
Abound Wealth Management
Tennessee
$310 5 +5 New
HNB
115
Huntington National Bank
Ohio
– – – –
Wells Fargo
116
Wells Fargo
California
– – -1 Closed
LI
117
LVZ Inc
Michigan
– – -37,164 Closed
BFA
118
Beaumont Financial Advisors
Massachusetts
– – -3,630 Closed
SOS
119
Silver Oak Securities
Tennessee
– – -901 Closed
OP
120
ORG Partners
Indiana
– – -150 Closed
HI
121
Harbour Investments
Wisconsin
– – -28 Closed
CFGS
122
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5