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Fidelity Value Factor ETF

142 hedge funds and large institutions have $666M invested in Fidelity Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
SWM
126
Spire Wealth Management
Virginia
$20.5K
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$19.7K
TSMHT
128
Thurston Springer Miller Herd & Titak
Indiana
$17.7K
GWM
129
Geneos Wealth Management
Colorado
$16.1K
William Blair & Company
130
William Blair & Company
Illinois
$15.3K
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$13.4K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$12K
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$9.51K
PIS
134
POM Investment Strategies
North Carolina
$7.73K
SAM
135
Smartleaf Asset Management
Massachusetts
$6.63K
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.78K
VWWMG
137
Vermillion & White Wealth Management Group
Pennsylvania
$5.64K
BFPW
138
BOK Financial Private Wealth
Colorado
$5.21K
HFS
139
Hantz Financial Services
Michigan
$5K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$2.96K
GSWM
141
Golden State Wealth Management
California
$2.02K
GWSG
142
GPS Wealth Strategies Group
Colorado
$434
HPM
143
Hoxton Planning & Management
West Virginia
CGH
144
Crossmark Global Holdings
Texas
AAS
145
Ameritas Advisory Services
Nebraska
Kovitz Investment Group Partners
146
Kovitz Investment Group Partners
Illinois
IWC
147
Integrated Wealth Concepts
Massachusetts
P
148
&Partners
Tennessee
SWP
149
Sagespring Wealth Partners
Tennessee
FFA
150
Founders Financial Alliance
North Carolina