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Fidelity Value Factor ETF

75 hedge funds and large institutions have $200M invested in Fidelity Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
31
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
51
Mariner
Kansas
$201K 5,033 +5,033 New
Wells Fargo
52
Wells Fargo
California
$160K 4,010 -370 -8%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$152K 3,825 +906 +31%
IA
54
IFP Advisors
Florida
$148K 4,254 +73 +2%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$128K 3,194 +291 +10%
APA
56
American Portfolios Advisors
New York
$124K 3,109 +16 +0.5%
UBS Group
57
UBS Group
Switzerland
$117K 2,932 +2,932 New
GEA
58
Glen Eagle Advisors
New Jersey
$102K 2,547 +1,051 +70%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$94K 2,354 +1,980 +529%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$76K 1,911
AIP
61
Almanack Investment Partners
Pennsylvania
$70K 1,740 +1,740 New
GM
62
GeoWealth Management
Illinois
$43K 1,048 +1,048 New
CFGS
63
Concourse Financial Group Securities
Alabama
$28K 700
CCM
64
Covington Capital Management
California
$21K 517
SWM
65
Spire Wealth Management
Virginia
$10K 244 -188 -44%
GWM
66
Geneos Wealth Management
Colorado
$8K 219
ACA
67
Atlas Capital Advisors
Wyoming
$7.2K 180
HWMA
68
Heritage Wealth Management (Arizona)
Arizona
$7K 185 +185 New
UBS AM
69
UBS AM
Illinois
$6.08K 152 +152 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$6K 147
SFCL
71
Strengthening Families & Communities LLC
Massachusetts
$5K 147
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.2K 80 +80 New
DWA
73
Dougherty Wealth Advisers
Minnesota
$1K 24 +24 New
PWP
74
Principle Wealth Partners
Connecticut
$222 5,545
LNC
75
Lincoln National Corp
Pennsylvania
-28,926 Closed