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Fidelity Value Factor ETF

142 hedge funds and large institutions have $666M invested in Fidelity Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SPC
51
Sigma Planning Corp
Michigan
$1.23M
FIA
52
Foundations Investment Advisors
Arizona
$1.2M
VA
53
Valmark Advisers
Ohio
$1.18M
SIA
54
Spectrum Investment Advisors
Wisconsin
$1.1M
AWM
55
AE Wealth Management
Kansas
$1.06M
PJSIMP
56
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.06M
Citadel Advisors
57
Citadel Advisors
Florida
$1.03M
MF
58
Montis Financial
Massachusetts
$940K
SS
59
Sunbelt Securities
Texas
$919K
DAS
60
Diversify Advisory Services
Utah
$869K
CAC
61
Certified Advisory Corp
Florida
$781K
AF
62
Allworth Financial
California
$768K
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$759K
FWA
64
Flagship Wealth Advisors
Massachusetts
$682K
AQR Capital Management
65
AQR Capital Management
Connecticut
$676K
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$670K
SIC
67
Samalin Investment Counsel
New York
$667K
CFB
68
Cullen/Frost Bankers
Texas
$641K
NA
69
NewEdge Advisors
Louisiana
$630K
TFS
70
Thoroughbred Financial Services
Tennessee
$596K
BFA
71
Ballast Financial Advisors
Pennsylvania
$583K
GS
72
GWN Securities
Florida
$579K
Cerity Partners
73
Cerity Partners
New York
$577K
KA
74
Kovack Advisors
Florida
$563K
PAG
75
Private Advisor Group
New Jersey
$543K