FVAL icon

Fidelity Value Factor ETF

21 hedge funds and large institutions have $40.5M invested in Fidelity Value Factor ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
9
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LJAC
1
L.J. Altfest & Co
New York
$14.9M 450,326 -121,958 -21%
BCI
2
Brinker Capital Investments
Pennsylvania
$12M 362,785 +54,654 +18%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.4M 102,663 -40,129 -28%
LNC
4
Lincoln National Corp
Pennsylvania
$1.89M 56,923 +3,199 +6%
Jane Street
5
Jane Street
New York
$1.61M 48,422 +33,872 +233%
AIP
6
Ahrens Investment Partners
Louisiana
$1.47M 44,310 -10,725 -19%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.45M 43,847 +11,952 +37%
LI
8
LVZ Inc
Michigan
$1.22M 36,782 +36,782 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$799K 24,099 +14,631 +155%
AIC
10
Ameritas Investment Company
Nebraska
$798K 24,065 +24,065 New
MFM
11
Mirsky Financial Management
New York
$266K 8,028 -540 -6%
Bank of America
12
Bank of America
North Carolina
$250K 7,531 +4,700 +166%
AG
13
Advisor Group
Arizona
$162K 4,898 +811 +20%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$48K 1,449 -252 -15%
GEA
15
Glen Eagle Advisors
New Jersey
$39.7K 1,197 +539 +82%
ASN
16
Advisory Services Network
Georgia
$25K 761 -26,108 -97%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$23K 684 +684 New
CWA
18
Clarus Wealth Advisors
Arizona
$20K 600
BWA
19
BDO Wealth Advisors
Florida
$18K 551 -497 -47%
Wells Fargo
20
Wells Fargo
California
$18K 529 +1 +0.2%
PCG
21
Private Capital Group
Connecticut
$10K 312 +312 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
-400 Closed
BlackRock
23
BlackRock
New York
-26 Closed
CFGS
24
Concourse Financial Group Securities
Alabama