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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

19 hedge funds and large institutions have $36.7M invested in Fidelity Value Factor ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
7
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$17M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$9.16M
3
LNC
3
Lincoln National Corp
Pennsylvania
$1.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.24M
5
ASN
5
Advisory Services Network
Georgia
$798K

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$281K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$948K
4
AIP
4
Ahrens Investment Partners
Louisiana
$1.64M
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LJAC
1
L.J. Altfest & Co
New York
$17M 572,284 +572,284 New
BCI
2
Brinker Capital Investments
Pennsylvania
$9.16M 308,131 +178,656 +138%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.24M 142,792 +30,917 +28%
AIP
4
Ahrens Investment Partners
Louisiana
$1.64M 55,035 -5,855 -10%
LNC
5
Lincoln National Corp
Pennsylvania
$1.6M 53,724 +40,666 +311%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$948K 31,895 -5,878 -16%
ASN
7
Advisory Services Network
Georgia
$798K 26,869 +14,794 +123%
Jane Street
8
Jane Street
New York
$432K 14,550 +14,550 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$281K 9,468 -21,346 -69%
MFM
10
Mirsky Financial Management
New York
$255K 8,568 +8,568 New
AG
11
Advisor Group
Arizona
$122K 4,087 +3,562 +678%
Bank of America
12
Bank of America
North Carolina
$84K 2,831 +50 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$51K 1,701 – –
BWA
14
BDO Wealth Advisors
Florida
$31K 1,048 +76 +8%
GEA
15
Glen Eagle Advisors
New Jersey
$19.5K 658 +658 New
CWA
16
Clarus Wealth Advisors
Arizona
$18K 600 – –
Wells Fargo
17
Wells Fargo
California
$16K 528 +528 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$12K 400 +400 New
BlackRock
19
BlackRock
New York
$1K 26 – –
MML Investors Services
20
MML Investors Services
Massachusetts
– – -62,542 Closed
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
– – -360 Closed
OIA
22
OneDigital Investment Advisors
Kansas
– – -285 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –