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Fidelity Value Factor ETF

131 hedge funds and large institutions have $625M invested in Fidelity Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
51
Foundations Investment Advisors
Arizona
$1.08M
SIA
52
Spectrum Investment Advisors
Wisconsin
$1.03M
PJSIMP
53
P.J. Schmidt Investment Management (PJS)
Wisconsin
$976K
MF
54
Montis Financial
Massachusetts
$896K
CAC
55
Certified Advisory Corp
Florida
$741K
AWM
56
AE Wealth Management
Kansas
$736K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$714K
AF
58
Allworth Financial
California
$709K
FWA
59
Flagship Wealth Advisors
Massachusetts
$649K
SIC
60
Samalin Investment Counsel
New York
$635K
HPM
61
Hoxton Planning & Management
West Virginia
$608K
CFB
62
Cullen/Frost Bankers
Texas
$592K
TFS
63
Thoroughbred Financial Services
Tennessee
$566K
CGH
64
Crossmark Global Holdings
Texas
$556K
NA
65
NewEdge Advisors
Louisiana
$545K
Cerity Partners
66
Cerity Partners
New York
$541K
GS
67
GWN Securities
Florida
$528K
PAG
68
Private Advisor Group
New Jersey
$518K
KA
69
Kovack Advisors
Florida
$452K
MA
70
Mutual Advisors
Nebraska
$451K
PWP
71
Principle Wealth Partners
Connecticut
$425K
SFA
72
Sequoia Financial Advisors
Ohio
$420K
PRI
73
Prepared Retirement Institute
Pennsylvania
$410K
FFA
74
Farther Finance Advisors
California
$392K
GRP
75
Global Retirement Partners
California
$388K