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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

123 hedge funds and large institutions have $843M invested in Fidelity Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
21
Increased
46
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Sagespring Wealth Partners
Tennessee
$120M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$137M
3
MCM
3
MAI Capital Management
Ohio
$9.32M
4
KPWS
4
Kestra Private Wealth Services
Texas
$5.27M
5
LPL Financial
5
LPL Financial
California
$11.7M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$126M
2
GIA
2
Goodwin Investment Advisory
Georgia
$11.5M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$0
4
FIS
4
Fischer Investment Strategies
California
$0
5
PA
5
Prism Advisors
California
$5.7M
Name Market Value Shares Shares
Change 		Shares
Change %
VFPW
26
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.16M 67,568 +19,848 +42%
UW
27
Unique Wealth
Florida
$3.27M 53,217 +20,542 +63%
CPCP
28
Cedar Point Capital Partners
Iowa
$3.22M 52,274 +787 +2%
BIP
29
Bouvel Investment Partners
Pennsylvania
$2.96M 48,142 -1,990 -4%
LJAC
30
L.J. Altfest & Co
New York
$2.92M 47,500 -4,591 -9%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$2.81M 45,674 -9,305 -17%
PA
32
PFG Advisors
Arizona
$2.76M 44,791 -2,987 -6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.32M 37,650 +931 +3%
SWA
34
Sax Wealth Advisors
New Jersey
$2.01M 32,606 +32,606 New
Citadel Advisors
35
Citadel Advisors
Florida
$2M 32,525 +11,521 +55%
PWA
36
Primoris Wealth Advisors
Florida
$1.95M 31,691 -1,480 -4%
CWP
37
Cyndeo Wealth Partners
Florida
$1.94M 31,611 -4,774 -13%
BCI
38
Brinker Capital Investments
Pennsylvania
$1.7M 27,638 -10,976 -28%
OPS
39
Orion Portfolio Solutions
Nebraska
$1.7M 27,638 -10,976 -28%
AWS
40
Atria Wealth Solutions
New York
$1.61M 26,244 -6,962 -21%
VA
41
Valmark Advisers
Ohio
$1.6M 25,942 -565 -2%
Two Sigma Investments
42
Two Sigma Investments
New York
$1.45M 23,500 -1,800 -7%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$1.42M 23,107 +177 +0.8%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.4M 22,734 +13,822 +155%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$1.37M 22,229 +6,098 +38%
SPC
46
Sigma Planning Corp
Michigan
$1.2M 19,494 -944 -5%
Raymond James Financial
47
Raymond James Financial
Florida
$1.17M 18,950 +18,950 New
DWM
48
Darwin Wealth Management
Florida
$1.08M 17,579 -1,456 -8%
MF
49
Montis Financial
Massachusetts
$1.03M 16,812 +16,812 New
QWP
50
Quotient Wealth Partners
Texas
$1.02M 16,599 +7,208 +77%
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