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Fidelity Value Factor ETF

32 hedge funds and large institutions have $59.8M invested in Fidelity Value Factor ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
15
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$14.8M 389,519 -28,426 -7%
HF
2
Halpern Financial
Virginia
$9.06M 238,427 +238,427 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.74M 177,571 +9,412 +6%
ASN
4
Advisory Services Network
Georgia
$4.35M 114,574 +68,686 +150%
LJAC
5
L.J. Altfest & Co
New York
$2.6M 68,419 -8,754 -11%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.47M 65,032 +20,630 +46%
TIM
7
Total Investment Management
Arizona
$2.45M 64,508 +5,047 +8%
GSWM
8
Golden State Wealth Management
California
$2.45M 64,508 +64,508 New
LNC
9
Lincoln National Corp
Pennsylvania
$2.37M 62,269 +40,175 +182%
LI
10
LVZ Inc
Michigan
$1.98M 52,056 +7,664 +17%
Bank of America
11
Bank of America
North Carolina
$1.67M 43,869 +18,412 +72%
AIC
12
Ameritas Investment Company
Nebraska
$1.59M 41,726 +6,120 +17%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.31M 34,524 +34,524 New
AIP
14
Ahrens Investment Partners
Louisiana
$1.3M 34,173 +473 +1%
BFA
15
Beaumont Financial Advisors
Massachusetts
$965K 25,396 -13,800 -35%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$953K 25,084 -6,181 -20%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$449K 11,832 +9,728 +462%
AG
18
Advisor Group
Arizona
$445K 11,733 +5,093 +77%
RA
19
RFG Advisory
Alabama
$424K 11,173 +11,173 New
EH
20
Equitable Holdings
New York
$414K 10,900 +10,900 New
LPL Financial
21
LPL Financial
California
$287K 7,555 +315 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$273K 7,198 +7,198 New
MFM
23
Mirsky Financial Management
New York
$261K 6,861
GEA
24
Glen Eagle Advisors
New Jersey
$98.3K 2,589 +195 +8%
CFGS
25
Concourse Financial Group Securities
Alabama
$34K 900 +200 +29%