FVAL icon

Fidelity Value Factor ETF

132 hedge funds and large institutions have $625M invested in Fidelity Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
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
SWP
101
Sagespring Wealth Partners
Tennessee
$208K
AWE
102
Avidian Wealth Enterprises
Texas
$204K
GEA
103
Glen Eagle Advisors
New Jersey
$196K
GJIA
104
Glass Jacobson Investment Advisors
Maryland
$163K
IA
105
IFP Advisors
Florida
$159K
Comerica Bank
106
Comerica Bank
Texas
$150K
CAM
107
Clarity Asset Management
Iowa
$147K
AAP
108
Arax Advisory Partners
Colorado
$120K
AF
109
Advisornet Financial
Minnesota
$85.8K
UBS Group
110
UBS Group
Switzerland
$68.9K
FFA
111
Founders Financial Alliance
North Carolina
$52.3K
PS
112
Principal Securities
Iowa
$50K
CB
113
CNB Bank
Pennsylvania
$47.2K
SWM
114
Spire Wealth Management
Virginia
$19.6K
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$18.8K
GIM
116
Glenmede Investment Management
Pennsylvania
$17.4K
TSMHT
117
Thurston Springer Miller Herd & Titak
Indiana
$16.9K
GWM
118
Geneos Wealth Management
Colorado
$15.3K
William Blair & Company
119
William Blair & Company
Illinois
$14.6K
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$12.7K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$11K
EWP
122
Elevation Wealth Partners
California
$8.16K
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.51K
VWWMG
124
Vermillion & White Wealth Management Group
Pennsylvania
$5.37K
Wells Fargo
125
Wells Fargo
California
$5.05K