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Fidelity Value Factor ETF

78 hedge funds and large institutions have $231M invested in Fidelity Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
78
Holders Change
-12
Holders Change %
-13.33%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
28
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
51
TownSquare Capital
Utah
$255K 5,580 +5,580 New
PWP
52
Principle Wealth Partners
Connecticut
$254K 5,545
CCA
53
Childress Capital Advisors
Texas
$243K 5,300 -14,813 -74%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$235K 5,137 -10 -0.2%
AWM
55
Avaii Wealth Management
Wisconsin
$232K 5,059 +179 +4%
LNC
56
Lincoln National Corp
Pennsylvania
$229K 4,994 +4,994 New
RJFSA
57
Raymond James Financial Services Advisors
Florida
$226K 4,947 -372 -7%
LC
58
Landaas & Company
Wisconsin
$209K 4,560 +4,560 New
Wells Fargo
59
Wells Fargo
California
$183K 4,009 -1 -0%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$183K 3,987 +1,791 +82%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$150K 3,278 +99 +3%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$149K 3,263 -100 -3%
GEA
63
Glen Eagle Advisors
New Jersey
$130K 2,850 +303 +12%
AssetMark Inc
64
AssetMark Inc
California
$127K 2,765 +1,245 +82%
Citigroup
65
Citigroup
New York
$94K 2,054 +2,054 New
RWPA
66
Richard W. Paul & Associates
Michigan
$88.1K 1,925 +143 +8%
CFGS
67
Concourse Financial Group Securities
Alabama
$32K 700
UBS Group
68
UBS Group
Switzerland
$30.8K 674 -3,926 -85%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$23.8K 520,051 -112,975 -18%
IA
70
IFP Advisors
Florida
$20.9K 632 -1,137 -64%
SWM
71
Spire Wealth Management
Virginia
$11.8K 259 +15 +6%
GWM
72
Geneos Wealth Management
Colorado
$10K 219
ACA
73
Atlas Capital Advisors
Wyoming
$8.24K 180
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$5K 106 -82 -44%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.66K 80