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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

123 hedge funds and large institutions have $843M invested in Fidelity Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
21
Increased
46
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Sagespring Wealth Partners
Tennessee
$120M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$137M
3
MCM
3
MAI Capital Management
Ohio
$9.32M
4
KPWS
4
Kestra Private Wealth Services
Texas
$5.27M
5
LPL Financial
5
LPL Financial
California
$11.7M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$126M
2
GIA
2
Goodwin Investment Advisory
Georgia
$11.5M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$0
4
FIS
4
Fischer Investment Strategies
California
$0
5
PA
5
Prism Advisors
California
$5.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
51
Samalin Investment Counsel
New York
$889K 14,445 -480 -3%
SIA
52
Spectrum Investment Advisors
Wisconsin
$857K 13,923 +559 +4%
CCP
53
Clarity Capital Partners
California
$785K 12,764 +2,130 +20%
TFS
54
Thoroughbred Financial Services
Tennessee
$766K 12,454 +2,995 +32%
EWM
55
Executive Wealth Management
Michigan
$730K 11,867 -1,850 -13%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$696K 11,318 -159 -1%
AAS
57
Ameritas Advisory Services
Nebraska
$638K 10,368 +240 +2%
AF
58
Allworth Financial
California
$592K 9,274 -1,540 -14%
AP
59
Americana Partners
Texas
$555K 9,024 -1,231 -12%
AFG
60
Atomi Financial Group
New York
$548K 8,901 +305 +4%
FPW
61
Fairvoy Private Wealth
Alabama
$547K 8,897 +8,897 New
Jones Financial Companies
62
Jones Financial Companies
Missouri
$539K 8,754 +3,835 +78%
SS
63
Sunbelt Securities
Texas
$531K 8,590 -670 -7%
JWCA
64
J.W. Cole Advisors
Florida
$496K 8,064 -68 -0.8%
NA
65
NewEdge Advisors
Louisiana
$475K 7,722 +540 +8%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$462K 7,510 +107 +1%
PAG
67
Private Advisor Group
New Jersey
$449K 7,304 +20 +0.3%
Cerity Partners
68
Cerity Partners
New York
$435K 7,069 +9 +0.1%
PWP
69
Principle Wealth Partners
Connecticut
$379K 6,167 – –
LSIA
70
LaSalle St. Investment Advisors
Illinois
$370K 6,023 +6,023 New
CA
71
CoreCap Advisors
Michigan
$364K 5,923 -111 -2%
SFA
72
Sequoia Financial Advisors
Ohio
$363K 5,897 +22 +0.4%
PRI
73
Prepared Retirement Institute
Pennsylvania
$362K 5,885 +22 +0.4%
MML Investors Services
74
MML Investors Services
Massachusetts
$349K 5,668 -1,406 -20%
GRP
75
Global Retirement Partners
California
$347K 5,635 +3,918 +228%
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3
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