FVAL icon

Fidelity Value Factor ETF

126 hedge funds and large institutions have $507M invested in Fidelity Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
54
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
76
Cyndeo Wealth Partners
Florida
$317K -$1.57M -26,295 -83%
AG
77
Ascent Group
Virginia
$302K +$302K +5,063 New
DWM
78
Dynasty Wealth Management
Florida
$290K -$121M -2,036,101 -100%
FWM
79
Foguth Wealth Management
Michigan
$288K -$10.6K -178 -4%
SAW
80
Signal Advisors Wealth
Michigan
$280K -$21.1K -354 -7%
PJSIMP
81
P.J. Schmidt Investment Management (PJS)
Wisconsin
$279K +$279K +4,679 New
IWC
82
Integrated Wealth Concepts
Massachusetts
$277K -$6.56K -110 -2%
AWM
83
Avaii Wealth Management
Wisconsin
$272K -$3.34K -56 -1%
ASN
84
Advisory Services Network
Georgia
$263K +$2.68K +45 +1%
CRI
85
Colonial River Investments
Virginia
$256K +$256K +4,293 New
CG
86
CFO4Life Group
Texas
$254K +$894 +15 +0.4%
AWM
87
Axxcess Wealth Management
California
$252K +$252K +4,230 New
WTFG
88
Wood Tarver Financial Group
Idaho
$243K
NW
89
NewEdge Wealth
Pennsylvania
$242K
GJIA
90
Glass Jacobson Investment Advisors
Maryland
$242K
BCA
91
Bay Colony Advisors
Massachusetts
$240K +$7.52K +127 +3%
Mariner
92
Mariner
Kansas
$232K +$16.4K +275 +8%
AWA
93
Arkadios Wealth Advisors
Georgia
$217K +$217K +3,635 New
CCA
94
Childress Capital Advisors
Texas
$216K -$5.96K -100 -3%
AssetMark Inc
95
AssetMark Inc
California
$212K +$48.5K +814 +30%
Stifel Financial
96
Stifel Financial
Missouri
$211K +$211K +3,533 New
IA
97
IFP Advisors
Florida
$187K +$187K +3,141 New
GEA
98
Glen Eagle Advisors
New Jersey
$170K
PS
99
Principal Securities
Iowa
$169K
CAM
100
Clarity Asset Management
Iowa
$136K +$596 +10 +0.4%