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Fidelity Value Factor ETF
FVAL

Overview Fund Activity

126 hedge funds and large institutions have $507M invested in Fidelity Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
54
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWE
Avidian Wealth Enterprises
Texas
+$15M
2
Two Sigma Investments
Two Sigma Investments
New York
+$10.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.87M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.13M
5
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
+$4.68M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
-$121M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$121M
3
SWP
Sagespring Wealth Partners
Tennessee
-$115M
4
GIA
Goodwin Investment Advisory
Georgia
-$7.45M
5
UW
Unique Wealth
Florida
-$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
51
Foundations Investment Advisors
Arizona
$788K +$585K +9,810 +288%
TFS
52
Thoroughbred Financial Services
Tennessee
$776K +$34.2K +574 +5%
SS
53
Sunbelt Securities
Texas
$751K +$239K +4,019 +47%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$664K -$10.3K -173 -2%
SIC
55
Samalin Investment Counsel
New York
$663K -$197K -3,314 -23%
SWP
56
Sagespring Wealth Partners
Tennessee
$637K -$115M -1,936,030 -99%
GS
57
GWN Securities
Florida
$616K +$317K +5,317 +106%
AAS
58
Ameritas Advisory Services
Nebraska
$576K -$57.2K -936 -9%
AF
59
Allworth Financial
California
$549K +$15.5K +270 +3%
CGH
60
Crossmark Global Holdings
Texas
$543K +$543K +9,120 New
HPM
61
Hoxton Planning & Management
West Virginia
$526K +$8.94K +150 +2%
AFG
62
Atomi Financial Group
New York
$523K -$7.33K -123 -1%
MML Investors Services
63
MML Investors Services
Massachusetts
$485K +$147K +2,477 +44%
Cerity Partners
64
Cerity Partners
New York
$468K +$46.2K +776 +11%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$440K -$7.27K -122 -2%
PAG
66
Private Advisor Group
New Jersey
$435K – – –
NA
67
NewEdge Advisors
Louisiana
$433K -$26.7K -448 -6%
CFB
68
Cullen/Frost Bankers
Texas
$388K +$228K +3,824 +143%
PWP
69
Principle Wealth Partners
Connecticut
$367K – – –
LSIA
70
LaSalle St. Investment Advisors
Illinois
$357K -$951 -16 -0.3%
SFA
71
Sequoia Financial Advisors
Ohio
$353K +$1.61K +27 +0.5%
PRI
72
Prepared Retirement Institute
Pennsylvania
$352K +$1.25K +21 +0.4%
KA
73
Kovack Advisors
Florida
$330K +$22.6K +380 +7%
CAC
74
Certified Advisory Corp
Florida
$324K +$115K +1,932 +55%
CA
75
CoreCap Advisors
Michigan
$323K -$30.2K -506 -9%
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