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Fidelity Value Factor ETF (FVAL) Institutional Ownership

Fidelity Value Factor ETF logo
$63.27 -1.15 (-1.79%)
As of 02/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Value Factor ETF (NYSEARCA:FVAL)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$287.01M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$174.55M
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FVAL Institutional Buying and Selling by Quarter

Fidelity Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Sunbelt Securities Inc.8,590$531K0.0%-7.2%0.062%
2/17/2025 Two Sigma Investments LP23,500$1.45M0.0%-7.1%0.168%
2/17/2025 Cetera Investment Advisers117,328$7.22M0.0%+8.8%0.841%
2/17/2025 Citadel Advisors LLC32,525$2.00M0.0%+54.9%0.233%
2/17/2025 Bank of America Corp DE148,075$9.11M0.0%+7.4%1.061%
2/14/2025 Integrated Wealth Concepts LLC4,766$293K0.0%+4.7%0.034%
2/13/2025 NewEdge Advisors LLC7,722$475K0.0%+7.5%0.055%
2/13/2025 LaSalle St. Investment Advisors LLC6,023$370K0.1%N/A0.043%
2/13/2025 Primoris Wealth Advisors LLC31,691$1.95M1.5%-4.5%0.227%
2/13/2025 Sagespring Wealth Partners LLC1,946,715$119.77M1.3%N/A13.955%
2/13/2025 Rockefeller Capital Management L.P.23,107$1.42M0.0%+0.8%0.166%
2/13/2025 Glass Jacobson Investment Advisors llc3,935$242K0.1%+12.2%0.028%
2/13/2025 Raymond James Financial Inc.18,950$1.17M0.0%N/A0.136%
2/13/2025 Advisory Services Network LLC4,365$269K0.0%-9.8%0.031%
2/13/2025 Envestnet Asset Management Inc.1,138,162$70.02M0.0%-0.5%8.159%
2/12/2025 Thoroughbred Financial Services LLC12,454$766K0.0%+31.7%0.089%
2/12/2025 Orion Portfolio Solutions LLC27,638$1.70M0.0%-28.4%0.198%
2/12/2025 JPMorgan Chase & Co.2,228,882$137.13M0.0%+143.5%15.978%
2/11/2025 LPL Financial LLC189,889$11.68M0.0%+34.1%1.361%
2/11/2025 Samalin Investment Counsel LLC14,445$889K0.4%-3.2%0.104%
2/11/2025 Condor Capital Management104,086$6.40M0.6%+4.3%0.746%
2/11/2025 Forbes Financial Planning Inc.101,225$6.23M4.6%+1.3%0.726%
2/10/2025 Thrivent Financial for Lutherans571,800$36.34M0.1%-0.7%4.099%
2/10/2025 Custos Family Office LLC320,550$19.72M6.9%+4.5%2.298%
2/10/2025 GWN Securities Inc.5,015$309K0.1%N/A0.036%
2/10/2025 Envestnet Portfolio Solutions Inc.22,229$1.37M0.0%+37.8%0.159%
2/10/2025 Montis Financial LLC16,812$1.03M0.3%N/A0.121%
2/10/2025 Commonwealth Equity Services LLC907,646$55.84M0.1%+1.2%6.506%
2/10/2025 CFO4Life Group LLC4,253$262K0.0%-7.6%0.030%
2/7/2025 PFG Advisors44,791$2.76M0.2%-6.3%0.321%
2/6/2025 Raymond James Financial Inc.18,950$1.17M0.0%N/A0.136%
2/6/2025 Cullen Frost Bankers Inc.2,683$165K0.0%+153.6%0.019%
2/6/2025 Vantage Financial Partners LLC67,568$4.16M1.0%+41.6%0.484%
2/6/2025 Jones Financial Companies Lllp8,754$539K0.0%+78.0%0.063%
2/5/2025 Goodwin Investment Advisory190,276$11.46M6.0%-76.9%1.364%
2/5/2025 Dynasty Wealth Management LLC2,040,969$125.56M2.2%-43.0%14.631%
2/5/2025 Kovack Advisors Inc.5,151$317K0.0%+8.9%0.037%
2/3/2025 Sigma Planning Corp19,494$1.20M0.0%-4.6%0.140%
2/3/2025 Capital Investment Counsel Inc2,230$137K0.0%N/A0.016%
1/31/2025 Global Retirement Partners LLC5,635$347K0.0%+228.2%0.040%
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1/31/2025 Kestra Investment Management LLC2,418$149K0.0%N/A0.017%
1/31/2025 Atria Wealth Solutions Inc.26,244$1.62M0.0%-21.0%0.188%
1/31/2025 Americana Partners LLC9,024$555K0.0%-12.0%0.065%
1/30/2025 Valmark Advisers Inc.25,942$1.60M0.0%-2.1%0.186%
1/30/2025 Allworth Financial LP9,274$592K0.0%-14.2%0.066%
1/30/2025 Principal Securities Inc.2,751$169K0.0%-31.8%0.020%
1/30/2025 PUREfi Wealth LLC5,331$328K0.3%N/A0.038%
1/29/2025 Clarity Capital Partners LLC12,764$785K0.4%+20.0%0.091%
1/28/2025 Kestra Private Wealth Services LLC85,723$5.27M0.1%+169.5%0.615%
1/28/2025 Quotient Wealth Partners LLC16,599$1.02M0.0%+76.8%0.119%
1/28/2025 Spectrum Investment Advisors Inc.13,923$857K0.6%+4.2%0.100%
1/28/2025 Fairvoy Private Wealth LLC8,897$547K0.1%N/A0.064%
1/27/2025 Foguth Wealth Management LLC.5,005$320K0.1%-10.0%0.036%
1/22/2025 Patriot Financial Group Insurance Agency LLC45,674$2.81M0.4%-16.9%0.327%
1/22/2025 Foundations Investment Advisors LLC3,411$210K0.0%N/A0.024%
1/22/2025 Prism Advisors Inc.92,600$5.70M1.7%-42.1%0.664%
1/21/2025 Avaii Wealth Management LLC4,628$285K0.1%-4.1%0.033%
1/21/2025 Cyndeo Wealth Partners LLC31,611$1.95M0.1%-13.1%0.227%
1/21/2025 Dynamic Advisor Solutions LLC160,751$9.89M0.4%-1.6%1.152%
1/17/2025 High Probability Advisors LLC363,818$22.38M4.0%+2.2%2.608%
1/17/2025 Cedar Point Capital Partners LLC52,274$3.22M2.2%+1.5%0.375%
1/17/2025 Atomi Financial Group Inc.8,901$548K0.0%+3.5%0.064%
1/15/2025 Ameritas Advisory Services LLC10,368$638K0.0%+2.4%0.074%
1/15/2025 Sax Wealth Advisors LLC32,606$2.01M0.2%N/A0.234%
1/15/2025 Bouvel Investment Partners LLC48,142$2.96M1.1%-4.0%0.345%
1/14/2025 Signal Advisors Wealth LLC5,057$311K0.0%-9.2%0.036%
1/13/2025 Unique Wealth LLC53,217$3.27M0.7%+62.9%0.381%
12/26/2024 JPMorgan Chase & Co.915,310$55.47M0.0%+7.7%6.561%
11/15/2024 Executive Wealth Management LLC13,717$831K0.1%N/A0.098%
11/15/2024 Orion Portfolio Solutions LLC38,614$2.34M0.1%-10.7%0.277%
11/15/2024 Integrated Wealth Concepts LLC4,553$276K0.0%+22.3%0.033%
11/14/2024 Rockefeller Capital Management L.P.22,930$1.39M0.0%+3.6%0.164%
11/13/2024 FMR LLC846,651$51.31M0.0%+3.2%6.069%
11/12/2024 Cerity Partners LLC7,060$428K0.0%N/A0.051%
11/8/2024Darwin Wealth Management LLC19,035$1.15M0.3%N/A0.136%
11/8/2024 First Horizon Advisors Inc.3,524$214K0.0%N/A0.025%
11/7/2024 Thrivent Financial for Lutherans575,998$34.91M0.1%+3.5%4.129%
11/6/2024 Spectrum Investment Advisors Inc.13,364$810K0.6%+4.5%0.096%
11/6/2024 Bouvel Investment Partners LLC50,132$3.04M1.1%-1.2%0.359%
11/6/2024 Kovack Advisors Inc.4,731$287K0.0%N/A0.034%
11/4/2024 Sigma Planning Corp20,438$1.24M0.0%+3.5%0.147%
11/1/2024 Primoris Wealth Advisors LLC33,171$2.01M1.4%-0.9%0.238%
11/1/2024 Assetmark Inc.2,657$161K0.0%-6.7%0.019%
10/30/2024 Clarity Capital Partners LLC10,634$644K0.4%+6.5%0.076%
10/29/2024 Cedar Point Capital Partners LLC51,487$3.12M2.1%+1.4%0.369%
10/29/2024 Forbes Financial Planning Inc.99,950$6.06M4.4%+8.5%0.716%
10/25/2024 Mutual Advisors LLC33,674$2.07M0.1%+2.3%0.241%
10/25/2024 Valmark Advisers Inc.26,507$1.61M0.0%-5.1%0.190%
10/24/2024 Patriot Financial Group Insurance Agency LLC54,979$3.33M0.4%+6.9%0.394%
10/24/2024 Fischer Investment Strategies LLC125,695$7.62M6.6%+24.4%0.901%
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10/24/2024 Wealth Enhancement Advisory Services LLC11,477$696K0.0%+1.7%0.082%
10/22/2024 Private Advisor Group LLC7,284$441K0.0%+19.3%0.052%
10/18/2024 Commonwealth Equity Services LLC897,295$54.38M0.1%+25.5%6.432%
10/16/2024 Prism Advisors Inc.159,812$9.69M2.8%-63.6%1.146%
10/15/2024 PFG Advisors47,778$2.90M0.2%+1.2%0.342%
10/11/2024 Creative Planning118,384$7.17M0.0%-0.6%0.849%
10/9/2024 Quotient Wealth Partners LLC9,391$569K0.0%+29.4%0.067%
10/8/2024 Atomi Financial Group Inc.8,596$521K0.0%+28.6%0.062%
10/8/2024 Dynamic Advisor Solutions LLC163,423$9.90M0.3%+3.6%1.171%
10/5/2024Halpern Financial Inc.155,686$9.37M2.4%-10.9%1.116%
(Data available from 1/1/2016 forward)

FVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVAL shares?

During the previous two years, 116 institutional investors and hedge funds held shares of Fidelity Value Factor ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($137.13M), Dynasty Wealth Management LLC ($125.56M), Sagespring Wealth Partners LLC ($119.77M), Envestnet Asset Management Inc. ($70.02M), Commonwealth Equity Services LLC ($55.84M), FMR LLC ($51.31M), and Thrivent Financial for Lutherans ($36.34M).Learn more on FVAL's institutional investors.

Which institutional investors have been buying Fidelity Value Factor ETF stock?

Of the 101 institutional investors that purchased Fidelity Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.06M), Sagespring Wealth Partners LLC ($1.95M), Envestnet Asset Management Inc. ($552.20K), Commonwealth Equity Services LLC ($446.68K), Custos Family Office LLC ($236.22K), FMR LLC ($227.21K), and Dynamic Advisor Solutions LLC ($122.43K).

How much institutional buying is happening at Fidelity Value Factor ETF?

Institutional investors have bought a total of 7,114,714 shares in the last 24 months. This purchase volume represents approximately $403.95M in transactions.

Which Fidelity Value Factor ETF major shareholders have been selling company stock?

Of the 53 institutional investors that sold Fidelity Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dynasty Wealth Management LLC ($1.54M), Goodwin Investment Advisory ($632.75K), Prism Advisors Inc. ($363.32K), Osaic Holdings Inc. ($336.70K), Envestnet Asset Management Inc. ($306.28K), Commonwealth Equity Services LLC ($172.06K), and Altfest L J & Co. Inc. ($98.94K).

How much institutional selling is happening at Fidelity Value Factor ETF?

Institutional investors have sold a total of 3,992,946 shares in the last 24 months. This volume of shares sold represents approximately $229.10M in transactions.


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This page (NYSEARCA:FVAL) was last updated on 2/22/2025 by MarketBeat.com Staff
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