FVAL icon

Fidelity Value Factor ETF

61 hedge funds and large institutions have $230M invested in Fidelity Value Factor ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
28
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$34.2M 655,452 +338,528 +107%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$28.7M 550,370 +319,237 +138%
Osaic Holdings
3
Osaic Holdings
Arizona
$21.1M 405,214 +30,030 +8%
HPA
4
High Probability Advisors
New York
$18.4M 352,817 +7,488 +2%
HF
5
Halpern Financial
Virginia
$16.8M 321,417 -13,230 -4%
CCA
6
Childress Capital Advisors
Texas
$15.8M 303,394 +36,667 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.7M 224,648 +53,051 +31%
LJAC
8
L.J. Altfest & Co
New York
$8.63M 165,508 +142,856 +631%
KAS
9
Kestra Advisory Services
Texas
$8.4M 161,154 +16,097 +11%
Creative Planning
10
Creative Planning
Kansas
$6.7M 128,569 -825 -0.6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.24M 100,426 -42,915 -30%
Bank of America
12
Bank of America
North Carolina
$5.05M 96,815 -636 -0.7%
LPL Financial
13
LPL Financial
California
$4.45M 85,450 -47,647 -36%
Morgan Stanley
14
Morgan Stanley
New York
$4.33M 83,038 +14,798 +22%
KPWS
15
Kestra Private Wealth Services
Texas
$3.67M 70,329 +9,999 +17%
CCM
16
Condor Capital Management
New Jersey
$3.66M 70,183 +5,847 +9%
BCI
17
Brinker Capital Investments
Pennsylvania
$3.07M 58,847 -21,254 -27%
MA
18
Mutual Advisors
Nebraska
$2.66M 51,079 +14,676 +40%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.53M 48,484 +6,799 +16%
LNC
20
Lincoln National Corp
Pennsylvania
$2.39M 45,782 +4,481 +11%
BIP
21
Bouvel Investment Partners
Pennsylvania
$2.13M 40,869 -1,983 -5%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M 37,842 +3,042 +9%
AP
23
Americana Partners
Texas
$1.94M 37,164
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.89M 36,209 -11,990 -25%
CAC
25
Certified Advisory Corp
Florida
$1.74M 33,307 +24,749 +289%