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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

27 hedge funds and large institutions have $38.6M invested in Fidelity Value Factor ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
12
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$2.04M
2
AIC
2
Ameritas Investment Company
Nebraska
$1.22M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$14.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.78M
5
Bank of America
5
Bank of America
North Carolina
$874K

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$2.65M
2
Jane Street
2
Jane Street
New York
$702K
3
AIP
3
Ahrens Investment Partners
Louisiana
$1.16M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.08M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$14.4M 417,945 +27,046 +7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.78M 168,159 +11,173 +7%
LJAC
3
L.J. Altfest & Co
New York
$2.65M 77,173 -318,702 -81%
TIM
4
Total Investment Management
Arizona
$2.04M 59,461 +59,461 New
ASN
5
Advisory Services Network
Georgia
$1.56M 45,888 – –
LI
6
LVZ Inc
Michigan
$1.53M 44,392 +2,463 +6%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.53M 44,402 +6,750 +18%
BFA
8
Beaumont Financial Advisors
Massachusetts
$1.35M 39,196 -1,139 -3%
AIC
9
Ameritas Investment Company
Nebraska
$1.22M 35,606 +28,223 +382%
AIP
10
Ahrens Investment Partners
Louisiana
$1.16M 33,700 -8,310 -20%
Citadel Advisors
11
Citadel Advisors
Florida
$1.08M 31,314 -4,277 -12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.07M 31,265 +2,104 +7%
Bank of America
13
Bank of America
North Carolina
$874K 25,457 +9,700 +62%
LNC
14
Lincoln National Corp
Pennsylvania
$759K 22,094 -114 -0.5%
Jane Street
15
Jane Street
New York
$702K 20,437 -13,963 -41%
LPL Financial
16
LPL Financial
California
$249K 7,240 +7,240 New
MFM
17
Mirsky Financial Management
New York
$236K 6,861 -330 -5%
AG
18
Advisor Group
Arizona
$228K 6,640 +216 +3%
GEA
19
Glen Eagle Advisors
New Jersey
$82.2K 2,394 +282 +13%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$72K 2,104 +700 +50%
UBS Group
21
UBS Group
Switzerland
$30K 868 +868 New
CFGS
22
Concourse Financial Group Securities
Alabama
$24K 700 +700 New
BWA
23
BDO Wealth Advisors
Florida
$19K 552 +1 +0.2%
BlackRock
24
BlackRock
New York
$11K 320 +26 +9%
PCG
25
Private Capital Group
Connecticut
$11K 312 +312 New
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