FVAL icon

Fidelity Value Factor ETF

126 hedge funds and large institutions have $507M invested in Fidelity Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
54
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CICI
101
Capital Investment Counsel Inc
North Carolina
$133K
Comerica Bank
102
Comerica Bank
Texas
$130K
Citigroup
103
Citigroup
New York
$122K
AF
104
Advisornet Financial
Minnesota
$73.8K +$33.9K +569 +85%
MSWM
105
Mowery & Schoenfeld Wealth Management
Illinois
$51.3K +$51.3K +861 New
CB
106
CNB Bank
Pennsylvania
$40.9K
FFA
107
Founders Financial Alliance
North Carolina
$39.3K
GWM
108
Geneos Wealth Management
Colorado
$26.6K +$13.3K +223 +100%
Wells Fargo
109
Wells Fargo
California
$22.5K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$20K +$239 +4 +1%
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$19.7K +$3.58K +60 +22%
ACA
112
Atlas Capital Advisors
Wyoming
$15.7K
TSMHT
113
Thurston Springer Miller Herd & Titak
Indiana
$14.6K
William Blair & Company
114
William Blair & Company
Illinois
$11.9K
AG
115
AmeriFlex Group
Nevada
$6.5K +$6.5K +109 New
FFA
116
Farther Finance Advisors
California
$5.2K +$3.29K +55 +172%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.77K
VWWMG
118
Vermillion & White Wealth Management Group
Pennsylvania
$4.65K -$37.2K -624 -89%
SWM
119
Spire Wealth Management
Virginia
$2.49K
T
120
Transce3nd
Texas
$1.73K +$1.73K +29 New
GSWM
121
Golden State Wealth Management
California
$1.67K +$1.67K +28 New
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$1.61K -$7.51K -126 -82%
EWP
123
Elevation Wealth Partners
California
$1.07K
IWM
124
Inlight Wealth Management
Georgia
$894 +$894 +15 New
S
125
SignatureFD
Georgia
$775 +$775 +13 New