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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 %
PJSIMP
51
P.J. Schmidt Investment Management (PJS)
Wisconsin
$852K 13,335 +8,656 +185%
MML Investors Services
52
MML Investors Services
Massachusetts
$781K 12,236 +4,091 +50%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$672K 10,375 -770 -7%
AF
54
Allworth Financial
California
$610K 9,558 +14 +0.1%
Jane Street
55
Jane Street
New York
$593K 9,283 +9,283 New
SIC
56
Samalin Investment Counsel
New York
$581K 9,090 -2,041 -18%
GS
57
GWN Securities
Florida
$579K 9,057 -1,275 -12%
HPM
58
Hoxton Planning & Management
West Virginia
$564K 8,830 – –
SS
59
Sunbelt Securities
Texas
$529K 8,590 -4,019 -32%
PAG
60
Private Advisor Group
New Jersey
$518K 8,104 +800 +11%
CGH
61
Crossmark Global Holdings
Texas
$517K 8,098 -1,022 -11%
Cerity Partners
62
Cerity Partners
New York
$502K 7,853 +8 +0.1%
NA
63
NewEdge Advisors
Louisiana
$497K 7,775 +501 +7%
CFB
64
Cullen/Frost Bankers
Texas
$490K 7,669 +1,162 +18%
PWP
65
Principle Wealth Partners
Connecticut
$394K 6,167 – –
SFA
66
Sequoia Financial Advisors
Ohio
$387K 6,062 +138 +2%
PRI
67
Prepared Retirement Institute
Pennsylvania
$379K 5,927 +21 +0.4%
GRP
68
Global Retirement Partners
California
$361K 5,645 +5,645 New
KA
69
Kovack Advisors
Florida
$357K 5,592 +61 +1%
CAC
70
Certified Advisory Corp
Florida
$349K 5,461 +21 +0.4%
CA
71
CoreCap Advisors
Michigan
$342K 5,352 -65 -1%
QCM
72
Quantinno Capital Management
New York
$340K 5,324 +5,324 New
CWP
73
Cyndeo Wealth Partners
Florida
$340K 5,320 +4 +0.1%
AG
74
Ascent Group
Virginia
$331K 5,183 +120 +2%
TFS
75
Thoroughbred Financial Services
Tennessee
$315K 4,933 -8,095 -62%
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