FVAL icon

Fidelity Value Factor ETF
FVAL

Overview Fund Activity

129 hedge funds and large institutions have $551M invested in Fidelity Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
52
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$22.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$89.3M
4
LPL Financial
4
LPL Financial
California
$18.8M
5
HPA
5
High Probability Advisors
New York
$26.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$1.72M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$6.5M
4
AWM
4
AE Wealth Management
Kansas
$1.47M
5
PA
5
PFG Advisors
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
76
Dynasty Wealth Management
Florida
$313K 4,895 +27 +0.6%
LSIA
77
LaSalle St. Investment Advisors
Illinois
$306K 4,791 -1,216 -20%
AWM
78
Avaii Wealth Management
Wisconsin
$289K 4,527 -45 -1%
ASN
79
Advisory Services Network
Georgia
$277K 4,284 -126 -3%
FWM
80
Foguth Wealth Management
Michigan
$269K 4,211 -616 -13%
SAW
81
Signal Advisors Wealth
Michigan
$269K 4,211 -492 -10%
HF
82
HRT Financial
New York
$268K 4,210 +4,210 New
BCA
83
Bay Colony Advisors
Massachusetts
$266K 4,162 +103 +3%
FFA
84
Farther Finance Advisors
California
$265K 4,152 +4,065 +4,672%
CG
85
CFO4Life Group
Texas
$263K 4,118 -150 -4%
WTFG
86
Wood Tarver Financial Group
Idaho
$260K 4,084 – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$259K 4,062 -3,326 -45%
SWP
88
Sagespring Wealth Partners
Tennessee
$257K 4,020 -6,665 -62%
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$253K 3,968 +33 +0.8%
AWA
90
Arkadios Wealth Advisors
Georgia
$239K 3,746 +111 +3%
AssetMark Inc
91
AssetMark Inc
California
$233K 3,652 +91 +3%
Mariner
92
Mariner
Kansas
$233K 3,647 -247 -6%
Kovitz Investment Group Partners
93
Kovitz Investment Group Partners
Illinois
$224K 3,500 +3,500 New
KIM
94
Kestra Investment Management
Texas
$223K 3,497 +3,497 New
AAS
95
Ameritas Advisory Services
Nebraska
$223K 3,496 -5,936 -63%
Stifel Financial
96
Stifel Financial
Missouri
$223K 3,486 -47 -1%
FF
97
Foronjy Financial
California
$219K 3,428 +3,428 New
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$215K 3,315 +3,315 New
IA
99
IFP Advisors
Florida
$212K 3,317 +176 +6%
IWC
100
Integrated Wealth Concepts
Massachusetts
$207K 3,242 -1,414 -30%
2 3
4
5 6