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Fidelity Value Factor ETF

69 hedge funds and large institutions have $246M invested in Fidelity Value Factor ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
69
Holders Change
-5
Holders Change %
-6.76%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
7
Increased
32
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$218K 5,064 +23 +0.5%
CA
52
CoreCap Advisors
Michigan
$209K 4,853 +537 +12%
Wells Fargo
53
Wells Fargo
California
$189K 4,380 +1,852 +73%
IA
54
IFP Advisors
Florida
$145K 4,181
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$140K 3,249 +280 +9%
APA
56
American Portfolios Advisors
New York
$133K 3,093 +14 +0.5%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$125K 2,903 +2,018 +228%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$124K 2,919 +2,310 +379%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$82K 1,911 -39 -2%
GEA
60
Glen Eagle Advisors
New Jersey
$64.4K 1,496 +243 +19%
CFGS
61
Concourse Financial Group Securities
Alabama
$30K 700
CCM
62
Covington Capital Management
California
$22K 517 +517 New
SWM
63
Spire Wealth Management
Virginia
$19K 432 -188 -30%
William Blair & Company
64
William Blair & Company
Illinois
$19K 450
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$16K 374 +374 New
GWM
66
Geneos Wealth Management
Colorado
$9K 219
ACA
67
Atlas Capital Advisors
Wyoming
$7.74K 180 +180 New
SFCL
68
Strengthening Families & Communities LLC
Massachusetts
$7K 147
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$6K 147 +72 +96%
PWS
70
Paragon Wealth Strategies
Florida
-519,394 Closed
SA
71
Scarborough Advisors
Maryland
-70,888 Closed
LI
72
LVZ Inc
Michigan
-64,909 Closed
AIP
73
Almanack Investment Partners
Pennsylvania
-26,919 Closed
BFA
74
BMS Financial Advisors
South Dakota
-24,412 Closed
MCC
75
Money Concepts Capital
Florida
-5,063 Closed