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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

33 hedge funds and large institutions have $75.3M invested in Fidelity Value Factor ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
9
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWA
1
Lineweaver Wealth Advisors
Ohio
$3.91M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.27M
4
HF
4
Halpern Financial
Virginia
$11.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$766K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$860K
2
ASN
2
Advisory Services Network
Georgia
$458K
3
TIM
3
Total Investment Management
Arizona
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$33M
5
LJAC
5
L.J. Altfest & Co
New York
$413K
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$33M 979,654 -35,272 -3%
HF
2
Halpern Financial
Virginia
$11.9M 353,114 +40,830 +13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.54M 194,262 +5,822 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.27M 156,681 +44,304 +39%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.3M 127,612 +46,847 +58%
LWA
6
Lineweaver Wealth Advisors
Ohio
$3.91M 116,053 +116,053 New
Bank of America
7
Bank of America
North Carolina
$2.2M 65,447 +18,609 +40%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$860K 25,552 -131,035 -84%
Citadel Advisors
9
Citadel Advisors
Florida
$766K 22,743 +22,743 New
MA
10
Mutual Advisors
Nebraska
$634K 18,823 +18,823 New
OPS
11
Orion Portfolio Solutions
Nebraska
$550K 16,352 +2,490 +18%
3AM
12
3EDGE Asset Management
Florida
$523K 15,527 +15,527 New
AF
13
Allworth Financial
California
$519K 15,420 +6,628 +75%
AIP
14
Ahrens Investment Partners
Louisiana
$469K 13,940 -1,497 -10%
ASN
15
Advisory Services Network
Georgia
$458K 13,611 -98,530 -88%
AIC
16
Ameritas Investment Company
Nebraska
$450K 13,384 -19,551 -59%
Stifel Financial
17
Stifel Financial
Missouri
$444K 13,200 +13,200 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$424K 12,596 +1,543 +14%
LJAC
19
L.J. Altfest & Co
New York
$413K 12,270 -30,557 -71%
LPL Financial
20
LPL Financial
California
$403K 11,976 +11,976 New
LI
21
LVZ Inc
Michigan
$388K 11,540 +11,540 New
SFS
22
Sowell Financial Services
Arkansas
$242K 7,176 +7,072 +6,800%
CCM
23
Condor Capital Management
New Jersey
$236K 7,022 +7,022 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$202K 6,013 +6,013 New
GEA
25
Glen Eagle Advisors
New Jersey
$68.2K 2,027 -335 -14%
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