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Fidelity Value Factor ETF

142 hedge funds and large institutions have $666M invested in Fidelity Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
FF
101
Foronjy Financial
California
$260K
OBWG
102
Onyx Bridge Wealth Group
New York
$220K
Stifel Financial
103
Stifel Financial
Missouri
$216K
AWE
104
Avidian Wealth Enterprises
Texas
$215K
GEA
105
Glen Eagle Advisors
New Jersey
$206K
SFS
106
Sowell Financial Services
Arkansas
$203K
SOS
107
Silver Oak Securities
Tennessee
$202K
GJIA
108
Glass Jacobson Investment Advisors
Maryland
$172K
SFS
109
Sunrise Financial Services
Washington
$166K
CICI
110
Capital Investment Counsel Inc
North Carolina
$161K
Comerica Bank
111
Comerica Bank
Texas
$158K
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$156K
CAM
113
Clarity Asset Management
Iowa
$155K
UBS Group
114
UBS Group
Switzerland
$150K
PRAG
115
Portfolio Resources Advisor Group
Florida
$125K
CAL
116
Capital Analysts LLC
Pennsylvania
$108K
AF
117
Advisornet Financial
Minnesota
$90.5K
AAP
118
Arax Advisory Partners
Colorado
$69.3K
CB
119
CNB Bank
Pennsylvania
$49.6K
IA
120
IFP Advisors
Florida
$48.6K
WCAMG
121
Woodard & Company Asset Management Group
North Carolina
$39.2K
HAP
122
Harbor Asset Planning
Massachusetts
$39.1K
Wells Fargo
123
Wells Fargo
California
$32.5K
GWM
124
Greenline Wealth Management
Florida
$32.3K
Russell Investments Group
125
Russell Investments Group
United Kingdom
$22.3K