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Fidelity Value Factor ETF

148 hedge funds and large institutions have $620M invested in Fidelity Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$454K
MA
77
Mutual Advisors
Nebraska
$443K
Mariner
78
Mariner
Kansas
$438K
CWP
79
Concord Wealth Partners
Virginia
$432K
PWP
80
Principle Wealth Partners
Connecticut
$428K
SFA
81
Sequoia Financial Advisors
Ohio
$427K
PRI
82
Prepared Retirement Institute
Pennsylvania
$426K
IWP
83
Integrity Wealth Partners
California
$419K
CWP
84
Cyndeo Wealth Partners
Florida
$357K
AG
85
Ascent Group
Virginia
$355K
ASN
86
Advisory Services Network
Georgia
$322K
AWA
87
Arkadios Wealth Advisors
Georgia
$321K
CA
88
CoreCap Advisors
Michigan
$320K
LSIA
89
LaSalle St. Investment Advisors
Illinois
$318K
CAL
90
Capital Analysts LLC
Pennsylvania
$314K
BCA
91
Bay Colony Advisors
Massachusetts
$312K
FWM
92
Foguth Wealth Management
Michigan
$311K
AWM
93
Avaii Wealth Management
Wisconsin
$308K
EWA
94
EP Wealth Advisors
California
$307K
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$301K
CG
96
CFO4Life Group
Texas
$286K
WTFG
97
Wood Tarver Financial Group
Idaho
$283K
CW
98
CreativeOne Wealth
Kansas
$268K
QCM
99
Quantinno Capital Management
New York
$266K
FF
100
Foronjy Financial
California
$251K