Fidelity Value Factor ETF
FVAL
FVAL
130 hedge funds and large institutions have $554M invested in Fidelity Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
53
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$48.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.02M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.58M |
| 5 |
HPA
High Probability Advisors
Pittsford,
New York
|
+$2.37M |
Top Sellers
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$34.8M |
| 2 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$15M |
| 3 |
Two Sigma Investments
New York
|
-$6.62M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.65M |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$2.55M |
