FVAL icon

Fidelity Value Factor ETF

123 hedge funds and large institutions have $843M invested in Fidelity Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
21
Increased
46
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PW
76
PUREfi Wealth
Massachusetts
$328K 5,331 +5,331 New
FWM
77
Foguth Wealth Management
Michigan
$320K 5,005 -555 -10%
KA
78
Kovack Advisors
Florida
$317K 5,151 +420 +9%
SAW
79
Signal Advisors Wealth
Michigan
$311K 5,057 -514 -9%
GS
80
GWN Securities
Florida
$309K 5,015 +5,015 New
IWC
81
Integrated Wealth Concepts
Massachusetts
$293K 4,766 +213 +5%
AWM
82
Avaii Wealth Management
Wisconsin
$285K 4,628 -196 -4%
ASN
83
Advisory Services Network
Georgia
$269K 4,365 -473 -10%
CG
84
CFO4Life Group
Texas
$262K 4,253 -352 -8%
WTFG
85
Wood Tarver Financial Group
Idaho
$251K 4,084 +4,084 New
NW
86
NewEdge Wealth
Pennsylvania
$250K 4,065
GJIA
87
Glass Jacobson Investment Advisors
Maryland
$242K 3,935 +427 +12%
BCA
88
Bay Colony Advisors
Massachusetts
$242K 3,932 -31 -0.8%
CCA
89
Childress Capital Advisors
Texas
$229K 3,727
SB
90
Strategic Blueprint
Georgia
$227K 3,683 +4 +0.1%
Mariner
91
Mariner
Kansas
$223K 3,619 -94 -3%
CAC
92
Certified Advisory Corp
Florida
$216K 3,508 +13 +0.4%
FIA
93
Foundations Investment Advisors
Arizona
$210K 3,411 +3,411 New
GEA
94
Glen Eagle Advisors
New Jersey
$175K 2,850
PS
95
Principal Securities
Iowa
$169K 2,751 -1,282 -32%
AssetMark Inc
96
AssetMark Inc
California
$169K 2,747 +90 +3%
CFB
97
Cullen/Frost Bankers
Texas
$165K 2,683 +1,625 +154%
KIM
98
Kestra Investment Management
Texas
$149K 2,418 +2,418 New
CAM
99
Clarity Asset Management
Iowa
$140K 2,278 +3 +0.1%
CICI
100
Capital Investment Counsel Inc
North Carolina
$137K 2,230 +2,230 New