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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

43 hedge funds and large institutions have $153M invested in Fidelity Value Factor ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
9
Increased
21
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPA
1
High Probability Advisors
New York
$12.7M
2
Citigroup
2
Citigroup
New York
$9.05M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.82M
4
Bank of America
4
Bank of America
North Carolina
$5.51M
5
LWA
5
Lineweaver Wealth Advisors
Ohio
$6.38M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$3.2M
2
LPL Financial
2
LPL Financial
California
$734K
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$39.8M
5
Creative Planning
5
Creative Planning
Kansas
$5.21M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$39.8M 979,833 -13,144 -1%
HF
2
Halpern Financial
Virginia
$15.5M 380,918 +15,599 +4%
HPA
3
High Probability Advisors
New York
$12.7M 311,507 +311,507 New
Osaic Holdings
4
Osaic Holdings
Arizona
$9.82M 241,916 +107,539 +80%
Citigroup
5
Citigroup
New York
$9.05M 222,813 +128,238 +136%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.71M 214,510 +38,064 +22%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.79M 167,159 +1,412 +0.9%
KPWS
8
Kestra Private Wealth Services
Texas
$6.69M 166,561 +2,788 +2%
LWA
9
Lineweaver Wealth Advisors
Ohio
$6.38M 157,202 +40,115 +34%
Bank of America
10
Bank of America
North Carolina
$5.51M 135,736 +42,293 +45%
Creative Planning
11
Creative Planning
Kansas
$5.21M 128,328 -4,482 -3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$3.46M 85,303 +1,413 +2%
Victory Capital Management
13
Victory Capital Management
Texas
$3.2M 78,701 -62,128 -44%
KAS
14
Kestra Advisory Services
Texas
$2.84M 70,612 +12,269 +21%
CCM
15
Condor Capital Management
New Jersey
$2.35M 57,805 +39,142 +210%
AIP
16
Almanack Investment Partners
Pennsylvania
$1.64M 40,294 +1,597 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.61M 39,673 +5,465 +16%
Citadel Advisors
18
Citadel Advisors
Florida
$1.55M 38,230 +38,230 New
BIP
19
Bouvel Investment Partners
Pennsylvania
$1.36M 33,507 +33,507 New
MA
20
Mutual Advisors
Nebraska
$1.12M 27,511 +2,931 +12%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$774K 19,048 -96 -0.5%
LJAC
22
L.J. Altfest & Co
New York
$765K 18,836 +136 +0.7%
LPL Financial
23
LPL Financial
California
$734K 18,069 -35,378 -66%
AIP
24
Ahrens Investment Partners
Louisiana
$720K 17,730 +3,000 +20%
OPS
25
Orion Portfolio Solutions
Nebraska
$692K 17,052 -207 -1%
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