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Fidelity Value Factor ETF

148 hedge funds and large institutions have $620M invested in Fidelity Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
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
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$248K
IWC
102
Integrated Wealth Concepts
Massachusetts
$234K
WIM
103
WealthPlan Investment Management
Nebraska
$228K
Marshall Wace
104
Marshall Wace
United Kingdom
$228K
MWP
105
Madison Wealth Partners
Wisconsin
$224K
OBWG
106
Onyx Bridge Wealth Group
New York
$211K
Stifel Financial
107
Stifel Financial
Missouri
$210K
GEA
108
Glen Eagle Advisors
New Jersey
$197K
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$178K
GJIA
110
Glass Jacobson Investment Advisors
Maryland
$166K
SFS
111
Sunrise Financial Services
Washington
$160K
CICI
112
Capital Investment Counsel Inc
North Carolina
$155K
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$154K
CAM
114
Clarity Asset Management
Iowa
$150K
PRAG
115
Portfolio Resources Advisor Group
Florida
$147K
HI
116
Harbour Investments
Wisconsin
$144K
AF
117
Advisornet Financial
Minnesota
$87.2K
Wells Fargo
118
Wells Fargo
California
$71.1K
AA
119
Ancora Advisors
Ohio
$69.7K
TPWA
120
Twin Peaks Wealth Advisors
California
$67.4K
LC
121
Lavaca Capital
Texas
$65.9K
UBS Group
122
UBS Group
Switzerland
$63.4K
CB
123
CNB Bank
Pennsylvania
$47.6K
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$47.5K
HAP
125
Harbor Asset Planning
Massachusetts
$37.8K