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Fidelity Value Factor ETF

123 hedge funds and large institutions have $843M invested in Fidelity Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
21
Increased
46
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$134K 2,182
Citigroup
102
Citigroup
New York
$126K 2,054
VWWMG
103
Vermillion & White Wealth Management Group
Pennsylvania
$43.2K 702 +14 +2%
CB
104
CNB Bank
Pennsylvania
$42.2K 686
AF
105
Advisornet Financial
Minnesota
$41.2K 669 +3 +0.5%
FFA
106
Founders Financial Alliance
North Carolina
$40.5K 659
Wells Fargo
107
Wells Fargo
California
$23.3K 378 +378 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$20K 331 +331 New
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$16.7K 271 +271 New
ACA
110
Atlas Capital Advisors
Wyoming
$16.2K 264
TSMHT
111
Thurston Springer Miller Herd & Titak
Indiana
$15.1K 245 +245 New
GWM
112
Geneos Wealth Management
Colorado
$13.7K 223
William Blair & Company
113
William Blair & Company
Illinois
$12.3K 200 +200 New
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$9.41K 153
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.92K 80
MSWA
116
Marshall & Sterling Wealth Advisors
New York
$4.15K 68 +68 New
PA
117
PSI Advisors
Florida
$3.45K 56
SPIA
118
Steward Partners Investment Advisory
New York
$3.2K 52
SWM
119
Spire Wealth Management
Virginia
$2.57K 42 -71 -63%
FFA
120
Farther Finance Advisors
California
$1.97K 32
EWP
121
Elevation Wealth Partners
California
$1.11K 18
CAWM
122
Capital A Wealth Management
Pennsylvania
$738 12 +12 New
OLVIG
123
Oliver Lagore Vanvalin Investment Group
Michigan
$185 3 +3 New
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
-171,370 Closed
FIS
125
Fischer Investment Strategies
California
-125,695 Closed