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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

126 hedge funds and large institutions have $507M invested in Fidelity Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
54
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWE
Avidian Wealth Enterprises
Texas
+$15M
2
Two Sigma Investments
Two Sigma Investments
New York
+$10.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.87M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.13M
5
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
+$4.68M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
-$121M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$121M
3
SWP
Sagespring Wealth Partners
Tennessee
-$115M
4
GIA
Goodwin Investment Advisory
Georgia
-$7.45M
5
UW
Unique Wealth
Florida
-$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
Goodwin Investment Advisory
Georgia
$3.88M -$7.45M -125,089 -66%
SWA
27
Sax Wealth Advisors
New Jersey
$3.53M +$1.58M +26,596 +82%
CPCP
28
Cedar Point Capital Partners
Iowa
$3.15M +$39.7K +667 +1%
BIP
29
Bouvel Investment Partners
Pennsylvania
$3.04M +$121K +1,990 +4%
Citadel Advisors
30
Citadel Advisors
Florida
$2.57M +$631K +10,588 +33%
PA
31
PFG Advisors
Arizona
$2.55M -$121K -2,038 -5%
LJAC
32
L.J. Altfest & Co
New York
$2.46M -$368K -6,177 -13%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.06M -$182K -3,049 -8%
PWA
34
Primoris Wealth Advisors
Florida
$1.93M +$46.2K +776 +2%
AWS
35
Atria Wealth Solutions
New York
$1.8M +$234K +3,933 +15%
Goldman Sachs
36
Goldman Sachs
New York
$1.66M +$1.66M +27,791 New
FTUS
37
Flow Traders U.S.
New York
$1.65M +$1.65M +27,706 New
Raymond James Financial
38
Raymond James Financial
Florida
$1.64M +$513K +8,607 +45%
OPS
39
Orion Portfolio Solutions
Nebraska
$1.55M -$92.5K -1,553 -6%
BCI
40
Brinker Capital Investments
Pennsylvania
$1.55M -$92.5K -1,553 -6%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$1.55M +$228K +3,827 +17%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$1.5M +$122K +2,050 +9%
VA
43
Valmark Advisers
Ohio
$1.46M -$81.8K -1,373 -5%
SPC
44
Sigma Planning Corp
Michigan
$1.43M +$265K +4,449 +23%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.37M +$18.1K +303 +1%
DWM
46
Darwin Wealth Management
Florida
$1.08M – – –
Jones Financial Companies
47
Jones Financial Companies
Missouri
$1.01M +$491K +8,293 +95%
SIA
48
Spectrum Investment Advisors
Wisconsin
$849K +$18.9K +317 +2%
MF
49
Montis Financial
Massachusetts
$839K -$162K -2,725 -16%
JWCA
50
J.W. Cole Advisors
Florida
$808K +$328K +5,503 +68%
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