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Fidelity Value Factor ETF

114 hedge funds and large institutions have $850M invested in Fidelity Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.65%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
55
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
76
Jones Financial Companies
Missouri
$297K 4,919 +4,682 +1,976%
AWM
77
Avaii Wealth Management
Wisconsin
$292K 4,824
KA
78
Kovack Advisors
Florida
$287K 4,731 +4,731 New
CG
79
CFO4Life Group
Texas
$279K 4,605 -76 -2%
ASN
80
Advisory Services Network
Georgia
$279K 4,838
LC
81
Landaas & Company
Wisconsin
$276K 4,560
IWC
82
Integrated Wealth Concepts
Massachusetts
$276K 4,553 +831 +22%
NW
83
NewEdge Wealth
Pennsylvania
$246K 4,065
PS
84
Principal Securities
Iowa
$244K 4,033 -3,296 -45%
BCA
85
Bay Colony Advisors
Massachusetts
$240K 3,963 -142 -3%
LWM
86
LJI Wealth Management
Indiana
$238K 3,930
CCA
87
Childress Capital Advisors
Texas
$226K 3,727
Mariner
88
Mariner
Kansas
$225K 3,713 +126 +4%
SB
89
Strategic Blueprint
Georgia
$223K 3,679 -115 -3%
FHA
90
First Horizon Advisors
Tennessee
$214K 3,524 +3,524 New
GJIA
91
Glass Jacobson Investment Advisors
Maryland
$213K 3,508 +14 +0.4%
CAC
92
Certified Advisory Corp
Florida
$212K 3,495 -6,241 -64%
GEA
93
Glen Eagle Advisors
New Jersey
$173K 2,850
AssetMark Inc
94
AssetMark Inc
California
$161K 2,657 -192 -7%
CAM
95
Clarity Asset Management
Iowa
$138K 2,275 +9 +0.4%
Comerica Bank
96
Comerica Bank
Texas
$132K 2,182
Citigroup
97
Citigroup
New York
$124K 2,054
GRP
98
Global Retirement Partners
California
$104K 1,717 +1,296 +308%
CFB
99
Cullen/Frost Bankers
Texas
$64.1K 1,058 +506 +92%
VWWMG
100
Vermillion & White Wealth Management Group
Pennsylvania
$41.7K 688 -85 -11%