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Fidelity Value Factor ETF

27 hedge funds and large institutions have $63.8M invested in Fidelity Value Factor ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 10 closing their positions.

Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
9
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$28.6M 1,014,926 +625,407 +161%
HF
2
Halpern Financial
Virginia
$8.79M 312,284 +73,857 +31%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.3M 188,440 +10,869 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.41M 156,587 +144,755 +1,223%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.16M 112,377 +87,293 +348%
ASN
6
Advisory Services Network
Georgia
$3.16M 112,141 -2,433 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.28M 80,765 +80,765 New
TIM
8
Total Investment Management
Arizona
$1.88M 66,945 +2,437 +4%
Bank of America
9
Bank of America
North Carolina
$1.32M 46,838 +2,969 +7%
LJAC
10
L.J. Altfest & Co
New York
$1.21M 42,827 -25,592 -37%
AIC
11
Ameritas Investment Company
Nebraska
$919K 32,935 -8,791 -21%
Jane Street
12
Jane Street
New York
$902K 32,044 +32,044 New
AIP
13
Ahrens Investment Partners
Louisiana
$434K 15,437 -18,736 -55%
OPS
14
Orion Portfolio Solutions
Nebraska
$390K 13,862 +13,862 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$311K 11,053 -23,471 -68%
AF
16
Allworth Financial
California
$247K 8,792 +8,792 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$207K 7,340 +7,340 New
UBS Group
18
UBS Group
Switzerland
$123K 4,383 +4,122 +1,579%
GEA
19
Glen Eagle Advisors
New Jersey
$66.5K 2,362 -227 -9%
Wells Fargo
20
Wells Fargo
California
$50K 1,782 +1,782 New
FHA
21
Flagship Harbor Advisors
Massachusetts
$28K 1,000 +1,000 New
CFGS
22
Concourse Financial Group Securities
Alabama
$20K 700 -200 -22%
PCG
23
Private Capital Group
Connecticut
$9K 312
BlackRock
24
BlackRock
New York
$7K 241 -66 -21%
BWA
25
BDO Wealth Advisors
Florida
$5K 178 -517 -74%