FVAL icon

Fidelity Value Factor ETF

74 hedge funds and large institutions have $290M invested in Fidelity Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
74
Holders Change
+13
Holders Change %
+21.31%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
36
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PWP
51
Principle Wealth Partners
Connecticut
$282K 5,545
MCC
52
Money Concepts Capital
Florida
$257K 5,063 +5,063 New
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$256K 5,041 +20 +0.4%
BFA
54
Beaumont Financial Advisors
Massachusetts
$250K 4,921 -517 -10%
CA
55
CoreCap Advisors
Michigan
$219K 4,316 +899 +26%
APA
56
American Portfolios Advisors
New York
$157K 3,079 +12 +0.4%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$151K 2,969 +7 +0.2%
IA
58
IFP Advisors
Florida
$145K 4,181 -4,043 -49%
Wells Fargo
59
Wells Fargo
California
$129K 2,528 +198 +8%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$127K 2,490 +30 +1%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$83K 1,950 +1,300 +200%
GEA
62
Glen Eagle Advisors
New Jersey
$63.7K 1,253
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$45K 885 +477 +117%
UBS Group
64
UBS Group
Switzerland
$40K 787 +416 +112%
CFGS
65
Concourse Financial Group Securities
Alabama
$36K 700
SWM
66
Spire Wealth Management
Virginia
$32K 620 +325 +110%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$29K 609 -1,969 -76%
William Blair & Company
68
William Blair & Company
Illinois
$23K 450
GWM
69
Geneos Wealth Management
Colorado
$11K 219 -489 -69%
KFS
70
Kelly Financial Services
Massachusetts
$7.81K 154 +154 New
SFCL
71
Strengthening Families & Communities LLC
Massachusetts
$7K 147
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$4K 75 +75 New
DB
73
Dravo Bay
Delaware
$2.54K 50 +50 New
NA
74
NewEdge Advisors
Louisiana
-6,660 Closed
AWA
75
Arkadios Wealth Advisors
Georgia
-6,499 Closed