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Fidelity Value Factor ETF

107 hedge funds and large institutions have $504M invested in Fidelity Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
44
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SB
76
Strategic Blueprint
Georgia
$218K 3,794 -350 -8%
CCA
77
Childress Capital Advisors
Texas
$215K 3,727
IWC
78
Integrated Wealth Concepts
Massachusetts
$214K 3,722 +12 +0.3%
BFA
79
Beaumont Financial Advisors
Massachusetts
$209K 3,630 +3,630 New
Mariner
80
Mariner
Kansas
$207K 3,587 -33 -0.9%
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$201K 3,494 +15 +0.4%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$192K 3,336 +267 +9%
GEA
83
Glen Eagle Advisors
New Jersey
$164K 2,850
AssetMark Inc
84
AssetMark Inc
California
$164K 2,849 -51 -2%
CAM
85
Clarity Asset Management
Iowa
$130K 2,266 -256 -10%
Comerica Bank
86
Comerica Bank
Texas
$126K 2,182
Citigroup
87
Citigroup
New York
$118K 2,054
SOS
88
Silver Oak Securities
Tennessee
$51.9K 901 +4 +0.4%
VWWMG
89
Vermillion & White Wealth Management Group
Pennsylvania
$44.5K 773
CB
90
CNB Bank
Pennsylvania
$39.5K 686 +686 New
AF
91
Advisornet Financial
Minnesota
$38.2K 664 +3 +0.5%
CFB
92
Cullen/Frost Bankers
Texas
$31.8K 552 +552 New
GRP
93
Global Retirement Partners
California
$24.2K 421 +9 +2%
PFBT
94
Parkside Financial Bank & Trust
Missouri
$18.8K 327 +2 +0.6%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$13.6K 237 +237 New
GWM
96
Geneos Wealth Management
Colorado
$12.8K 223
ACA
97
Atlas Capital Advisors
Wyoming
$10.4K 180
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$8.81K 153 -68 -31%
OP
99
ORG Partners
Indiana
$8.65K 150 +150 New
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.61K 80