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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

129 hedge funds and large institutions have $551M invested in Fidelity Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
52
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$22.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$89.3M
4
LPL Financial
4
LPL Financial
California
$18.8M
5
HPA
5
High Probability Advisors
New York
$26.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$1.72M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$6.5M
4
AWM
4
AE Wealth Management
Kansas
$1.47M
5
PA
5
PFG Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
26
Primoris Wealth Advisors
Florida
$2.9M 45,482 +13,015 +40%
BIP
27
Bouvel Investment Partners
Pennsylvania
$2.89M 45,304 -4,828 -10%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.79M 43,647 +9,046 +26%
LJAC
29
L.J. Altfest & Co
New York
$2.53M 39,660 -1,663 -4%
Raymond James Financial
30
Raymond James Financial
Florida
$2.08M 32,636 +5,079 +18%
Citadel Advisors
31
Citadel Advisors
Florida
$2.06M 32,237 -10,876 -25%
BCI
32
Brinker Capital Investments
Pennsylvania
$2.03M 31,823 +5,738 +22%
Goldman Sachs
33
Goldman Sachs
New York
$1.95M 30,572 +2,781 +10%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$1.88M 29,371 +3,315 +13%
LI
35
LVZ Inc
Michigan
$1.81M 28,311 +28,311 New
AWS
36
Atria Wealth Solutions
New York
$1.77M 27,598 -2,579 -9%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.72M 26,970 -544,830 -95%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.71M 26,785 +1,628 +6%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$1.66M 26,135 +9,088 +53%
VA
40
Valmark Advisers
Ohio
$1.58M 24,748 +179 +0.7%
SPC
41
Sigma Planning Corp
Michigan
$1.52M 23,822 -121 -0.5%
AWM
42
AE Wealth Management
Kansas
$1.47M 22,959 -72,742 -76%
TCM
43
Traub Capital Management
Massachusetts
$1.21M 18,915 +18,915 New
BRWA
44
B. Riley Wealth Advisors
Florida
$1.15M 17,973 +17,973 New
DWM
45
Darwin Wealth Management
Florida
$1.07M 16,818 -761 -4%
SIA
46
Spectrum Investment Advisors
Wisconsin
$964K 15,089 +849 +6%
FIA
47
Foundations Investment Advisors
Arizona
$962K 15,056 +1,835 +14%
SB
48
Strategic Blueprint
Georgia
$924K 14,467 +14,467 New
JWCA
49
J.W. Cole Advisors
Florida
$892K 13,969 +402 +3%
MF
50
Montis Financial
Massachusetts
$866K 13,560 -527 -4%
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