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Fidelity Value Factor ETF

110 hedge funds and large institutions have $509M invested in Fidelity Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
47
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LC
76
Landaas & Company
Wisconsin
$260K 4,560
VC
77
Vicus Capital
Pennsylvania
$252K 4,417 -415 -9%
SB
78
Strategic Blueprint
Georgia
$236K 4,144
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$236K 4,132 -49,674 -92%
LWM
80
LJI Wealth Management
Indiana
$224K 3,930
NW
81
NewEdge Wealth
Pennsylvania
$223K 4,065
CCA
82
Childress Capital Advisors
Texas
$213K 3,727 +3,727 New
IWC
83
Integrated Wealth Concepts
Massachusetts
$212K 3,710 +3,710 New
CA
84
CoreCap Advisors
Michigan
$210K 3,689 +3,689 New
Mariner
85
Mariner
Kansas
$207K 3,620 -1,749 -33%
HIC
86
Hartline Investment Corp
Illinois
$201K 3,519 +3,519 New
BCA
87
Bay Colony Advisors
Massachusetts
$201K 3,519 +3,519 New
GJIA
88
Glass Jacobson Investment Advisors
Maryland
$198K 3,479 +16 +0.5%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$175K 3,069 +544 +22%
AssetMark Inc
90
AssetMark Inc
California
$165K 2,900 +101 +4%
GEA
91
Glen Eagle Advisors
New Jersey
$163K 2,850
CAM
92
Clarity Asset Management
Iowa
$144K 2,522 +12 +0.5%
Comerica Bank
93
Comerica Bank
Texas
$125K 2,182 +550 +34%
Citigroup
94
Citigroup
New York
$117K 2,054
ITIM
95
Indiana Trust & Investment Management
Indiana
$95.7K 1,677 +1,677 New
RWPA
96
Richard W. Paul & Associates
Michigan
$73.1K 1,281 -414 -24%
SOS
97
Silver Oak Securities
Tennessee
$51.2K 897 +4 +0.4%
VWWMG
98
Vermillion & White Wealth Management Group
Pennsylvania
$44.1K 773 +773 New
CFGS
99
Concourse Financial Group Securities
Alabama
$39.9K 700
AF
100
Advisornet Financial
Minnesota
$37.7K 661 +3 +0.5%