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Fidelity Value Factor ETF

104 hedge funds and large institutions have $446M invested in Fidelity Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
104
Holders Change
+23
Holders Change %
+28.4%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
30
Increased
37
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SB
76
Strategic Blueprint
Georgia
$220K 4,144 +4,144 New
NW
77
NewEdge Wealth
Pennsylvania
$215K 4,065 +4,065 New
SAW
78
Signal Advisors Wealth
Michigan
$213K 4,019 +4,019 New
OGF
79
Orin Green Financial
California
$212K 4,000 +4,000 New
LWM
80
LJI Wealth Management
Indiana
$208K 3,930 +3,930 New
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$184K 3,463 +16 +0.5%
GEA
82
Glen Eagle Advisors
New Jersey
$151K 2,850
AssetMark Inc
83
AssetMark Inc
California
$148K 2,799 -63 -2%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$134K 2,525 -1,230 -33%
CAM
85
Clarity Asset Management
Iowa
$133K 2,510 +2,510 New
Citigroup
86
Citigroup
New York
$109K 2,054
RWPA
87
Richard W. Paul & Associates
Michigan
$89.8K 1,695 +85 +5%
Comerica Bank
88
Comerica Bank
Texas
$86.5K 1,632
SOS
89
Silver Oak Securities
Tennessee
$47.3K 893 +893 New
CFGS
90
Concourse Financial Group Securities
Alabama
$37.1K 700
AF
91
Advisornet Financial
Minnesota
$34.9K 658 +658 New
IA
92
IFP Advisors
Florida
$33.8K 639 -634 -50%
RFA
93
Resurgent Financial Advisors
Georgia
$21.2K 400 +400 New
PFBT
94
Parkside Financial Bank & Trust
Missouri
$17.7K 335 +335 New
SWM
95
Spire Wealth Management
Virginia
$15K 283
GWM
96
Geneos Wealth Management
Colorado
$11.8K 222 +1 +0.5%
LCM
97
Logan Capital Management
Pennsylvania
$9.85K 186 +186 New
ACA
98
Atlas Capital Advisors
Wyoming
$9.54K 180
GRP
99
Global Retirement Partners
California
$7.48K 142 +142 New
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.24K 80