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Fidelity Value Factor ETF

131 hedge funds and large institutions have $625M invested in Fidelity Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
AWE
101
Avidian Wealth Enterprises
Texas
$204K
GEA
102
Glen Eagle Advisors
New Jersey
$196K
GJIA
103
Glass Jacobson Investment Advisors
Maryland
$163K
IA
104
IFP Advisors
Florida
$159K
Comerica Bank
105
Comerica Bank
Texas
$150K
CAM
106
Clarity Asset Management
Iowa
$147K
AAP
107
Arax Advisory Partners
Colorado
$120K
AF
108
Advisornet Financial
Minnesota
$85.8K
UBS Group
109
UBS Group
Switzerland
$68.9K
FFA
110
Founders Financial Alliance
North Carolina
$52.3K
PS
111
Principal Securities
Iowa
$50K
CB
112
CNB Bank
Pennsylvania
$47.2K
SWM
113
Spire Wealth Management
Virginia
$19.6K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$18.8K
GIM
115
Glenmede Investment Management
Pennsylvania
$17.4K
TSMHT
116
Thurston Springer Miller Herd & Titak
Indiana
$16.9K
GWM
117
Geneos Wealth Management
Colorado
$15.3K
William Blair & Company
118
William Blair & Company
Illinois
$14.6K
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$12.7K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$11K
EWP
121
Elevation Wealth Partners
California
$8.16K
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.51K
VWWMG
123
Vermillion & White Wealth Management Group
Pennsylvania
$5.37K
Wells Fargo
124
Wells Fargo
California
$5.05K
HFS
125
Hantz Financial Services
Michigan
$5K