FVAL icon

Fidelity Value Factor ETF

110 hedge funds and large institutions have $509M invested in Fidelity Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
16
Increased
47
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GRP
101
Global Retirement Partners
California
$23.5K 412 +270 +190%
PFBT
102
Parkside Financial Bank & Trust
Missouri
$18.5K 325 -10 -3%
SWM
103
Spire Wealth Management
Virginia
$16.1K 283
GWM
104
Geneos Wealth Management
Colorado
$12.7K 223 +1 +0.5%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$12.6K 221 +221 New
ACA
106
Atlas Capital Advisors
Wyoming
$10.3K 180
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.56K 80
SPIA
108
Steward Partners Investment Advisory
New York
$2.97K 52
FFA
109
Farther Finance Advisors
California
$1.82K 32
EWP
110
Elevation Wealth Partners
California
$1.03K 18 +18 New
Wells Fargo
111
Wells Fargo
California
-1 Closed
FCBT
112
First Citizens Bank & Trust
North Carolina
-53,701 Closed
EFG
113
Ethos Financial Group
Pennsylvania
-13,608 Closed
Cerity Partners
114
Cerity Partners
New York
-12,850 Closed
MWM
115
Meridian Wealth Management
Kentucky
-5,180 Closed
OGF
116
Orin Green Financial
California
-4,000 Closed
IA
117
IFP Advisors
Florida
-639 Closed
RFA
118
Resurgent Financial Advisors
Georgia
-400 Closed
LCM
119
Logan Capital Management
Pennsylvania
-186 Closed
HI
120
Harbour Investments
Wisconsin
-1 Closed