FVAL icon

Fidelity Value Factor ETF

129 hedge funds and large institutions have $551M invested in Fidelity Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
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
52
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GEA
101
Glen Eagle Advisors
New Jersey
$182K 2,850
CICI
102
Capital Investment Counsel Inc
North Carolina
$142K 2,230
Comerica Bank
103
Comerica Bank
Texas
$139K 2,182
CAM
104
Clarity Asset Management
Iowa
$136K 2,129 -159 -7%
Citigroup
105
Citigroup
New York
$131K 2,054
AF
106
Advisornet Financial
Minnesota
$79.3K 1,242 +4 +0.3%
UBS Group
107
UBS Group
Switzerland
$75.3K 1,179 +1,179 New
TPWA
108
Twin Peaks Wealth Advisors
California
$64.9K 982 +982 New
FFA
109
Founders Financial Alliance
North Carolina
$48.5K 759 +100 +15%
CB
110
CNB Bank
Pennsylvania
$43.8K 686
PS
111
Principal Securities
Iowa
$39.2K 613 -2,138 -78%
ACA
112
Atlas Capital Advisors
Wyoming
$16.9K 264
GIM
113
Glenmede Investment Management
Pennsylvania
$16.2K 253 +253 New
TSMHT
114
Thurston Springer Miller Herd & Titak
Indiana
$15.6K 245
GWM
115
Geneos Wealth Management
Colorado
$14.2K 223 -223 -50%
William Blair & Company
116
William Blair & Company
Illinois
$12.8K 200
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.11K 80
VWWMG
118
Vermillion & White Wealth Management Group
Pennsylvania
$4.98K 78
BFPW
119
BOK Financial Private Wealth
Colorado
$4.61K 72 +72 New
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$3.64K 57 -274 -83%
AAP
121
Arax Advisory Partners
Colorado
$2.81K 44 +44 New
SWM
122
Spire Wealth Management
Virginia
$2.67K 42
Russell Investments Group
123
Russell Investments Group
United Kingdom
$2.36K 37 +37 New
T
124
Transce3nd
Texas
$1.85K 29
GSWM
125
Golden State Wealth Management
California
$1.79K 28