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Fidelity Value Factor ETF

142 hedge funds and large institutions have $666M invested in Fidelity Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Cambria Investment Management
California
$5.15M
Jones Financial Companies
27
Jones Financial Companies
Missouri
$5.05M
PA
28
PFG Advisors
Arizona
$4.34M
CPCP
29
Cedar Point Capital Partners
Iowa
$4.34M
Raymond James Financial
30
Raymond James Financial
Florida
$3.63M
PWA
31
Primoris Wealth Advisors
Florida
$3.35M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.27M
BIP
33
Bouvel Investment Partners
Pennsylvania
$3.03M
LJAC
34
L.J. Altfest & Co
New York
$2.98M
PA
35
Prism Advisors
California
$2.4M
Goldman Sachs
36
Goldman Sachs
New York
$2.13M
BCI
37
Brinker Capital Investments
Pennsylvania
$1.91M
LI
38
LVZ Inc
Michigan
$1.88M
FFP
39
Forbes Financial Planning
Rhode Island
$1.8M
SB
40
Strategic Blueprint
Georgia
$1.77M
MML Investors Services
41
MML Investors Services
Massachusetts
$1.68M
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$1.68M
ECM
43
Ethos Capital Management
Pennsylvania
$1.55M
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$1.51M
JWCA
45
J.W. Cole Advisors
Florida
$1.45M
BRWA
46
B. Riley Wealth Advisors
Florida
$1.39M
TCM
47
Traub Capital Management
Massachusetts
$1.34M
DWM
48
Darwin Wealth Management
Florida
$1.3M
AWM
49
Axxcess Wealth Management
California
$1.26M
FFA
50
Farther Finance Advisors
California
$1.24M