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Fidelity Value Factor ETF (FVAL) Institutional Ownership

Fidelity Value Factor ETF logo
$62.10 +0.66 (+1.07%)
As of 01/3/2025 04:38 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)
66
Total
Institutional Inflows
(last 12 months)
$85.22M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$35.24M
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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
12/26/2024JPMorgan Chase & Co.915,310$55.47M0.0%+7.7%6.561%
11/15/2024Executive Wealth Management LLC13,717$831K0.1%N/A0.098%
11/15/2024Orion Portfolio Solutions LLC38,614$2.34M0.1%-10.7%0.277%
11/15/2024Integrated Wealth Concepts LLC4,553$276K0.0%+22.3%0.033%
11/14/2024Rockefeller Capital Management L.P.22,930$1.39M0.0%+3.6%0.164%
11/13/2024FMR LLC846,651$51.31M0.0%+3.2%6.069%
11/12/2024Cerity Partners LLC7,060$428K0.0%N/A0.051%
11/8/2024Darwin Wealth Management LLC19,035$1.15M0.3%N/A0.136%
11/8/2024First Horizon Advisors Inc.3,524$214K0.0%N/A0.025%
11/7/2024Thrivent Financial for Lutherans575,998$34.91M0.1%+3.5%4.129%
11/6/2024Spectrum Investment Advisors Inc.13,364$810K0.6%+4.5%0.096%
11/6/2024Bouvel Investment Partners LLC50,132$3.04M1.1%-1.2%0.359%
11/6/2024Kovack Advisors Inc.4,731$287K0.0%N/A0.034%
11/4/2024Sigma Planning Corp20,438$1.24M0.0%+3.5%0.147%
11/1/2024Primoris Wealth Advisors LLC33,171$2.01M1.4%-0.9%0.238%
11/1/2024Assetmark Inc.2,657$161K0.0%-6.7%0.019%
10/30/2024Clarity Capital Partners LLC10,634$644K0.4%+6.5%0.076%
10/29/2024Cedar Point Capital Partners LLC51,487$3.12M2.1%+1.4%0.369%
10/29/2024Forbes Financial Planning Inc.99,950$6.06M4.4%+8.5%0.716%
10/25/2024Mutual Advisors LLC33,674$2.07M0.1%+2.3%0.241%
10/25/2024Valmark Advisers Inc.26,507$1.61M0.0%-5.1%0.190%
10/24/2024Patriot Financial Group Insurance Agency LLC54,979$3.33M0.4%+6.9%0.394%
10/24/2024Fischer Investment Strategies LLC125,695$7.62M6.6%+24.4%0.901%
10/24/2024Wealth Enhancement Advisory Services LLC11,477$696K0.0%+1.7%0.082%
10/22/2024Private Advisor Group LLC7,284$441K0.0%+19.3%0.052%
10/18/2024Commonwealth Equity Services LLC897,295$54.38M0.1%+25.5%6.432%
10/16/2024Prism Advisors Inc.159,812$9.69M2.8%-63.6%1.146%
10/15/2024PFG Advisors47,778$2.90M0.2%+1.2%0.342%
10/11/2024Creative Planning118,384$7.17M0.0%-0.6%0.849%
10/9/2024Quotient Wealth Partners LLC9,391$569K0.0%+29.4%0.067%
10/8/2024Atomi Financial Group Inc.8,596$521K0.0%+28.6%0.062%
10/8/2024Dynamic 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%
10/3/2024Unique Wealth LLC32,675$1.98M0.5%N/A0.234%
8/22/2024Cetera Investment Advisers100,006$5.76M0.0%+5.1%0.717%
8/16/2024Northwestern Mutual Wealth Management Co.3,336$192K0.0%+8.7%0.024%
8/16/2024Creative Planning119,120$6.86M0.0%-0.4%0.854%
8/16/2024Clarity Asset Management Inc.2,266$130K0.1%-10.2%0.016%
8/14/2024Fischer Investment Strategies LLC101,077$5.82M5.7%+2.3%0.725%
8/13/2024Thrivent Financial for Lutherans556,692$32.06M0.1%+7.5%3.991%
8/13/2024AE Wealth Management LLC71,606$4.12M0.0%+16.4%0.513%
8/8/2024Envestnet Asset Management Inc.1,104,243$63.59M0.0%+15.7%7.916%
8/8/2024Thoroughbred Financial Services LLC8,057$463K0.0%+72.9%0.058%
8/8/2024Condor Capital Management95,862$5.52M0.5%+5.3%0.687%
8/8/2024PFG Advisors47,203$2.72M0.2%+7.9%0.338%
8/7/2024Vantage Financial Partners LLC23,038$1.33M0.3%N/A0.165%
8/6/2024Cullen Frost Bankers Inc.552$32K0.0%N/A0.004%
8/1/2024Primoris Wealth Advisors LLC33,471$1.93M1.5%+2.6%0.240%
8/1/2024Valmark Advisers Inc.27,928$1.61M0.0%-8.1%0.200%
7/31/2024Commonwealth Equity Services LLC714,872$41.17M0.1%+10.3%5.125%
7/31/2024Americana Partners LLC10,255$591K0.0%-44.1%0.074%
7/29/2024Ameritas Advisory Services LLC13,193$760K0.0%-2.6%0.095%
7/27/2024Strategic Blueprint LLC3,794$218K0.0%-8.4%0.027%
7/26/2024Patriot Financial Group Insurance Agency LLC51,409$2.96M0.4%+7.0%0.369%
7/26/2024Cambridge Investment Research Advisors Inc.71,151$4.10M0.0%-1.7%0.510%
7/26/2024Atomi Financial Group Inc.6,684$385K0.0%N/A0.048%
7/25/2024Forbes Financial Planning Inc.92,118$5.31M4.2%+13.8%0.660%
7/24/2024Quotient Wealth Partners LLC7,256$418K0.0%N/A0.052%
7/24/2024LVZ Inc.37,164$2.14M0.3%-8.6%0.266%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,105$236K0.0%+16.7%0.029%
7/22/2024Atria Wealth Solutions Inc.31,005$1.79M0.0%+31.4%0.222%
7/16/2024Envestnet Portfolio Solutions Inc.9,853$567K0.0%+138.5%0.071%
7/16/2024Cedar Point Capital Partners LLC50,790$2.93M2.2%+3.0%0.364%
7/16/2024Foguth Wealth Management LLC.5,905$340K0.1%-7.6%0.042%
7/15/2024Dynamic Advisor Solutions LLC157,688$9.08M0.3%-14.2%1.130%
7/10/2024Prism Advisors Inc.438,882$25.27M7.7%-2.1%3.146%
7/9/2024Halpern Financial Inc.174,649$10.06M2.8%-1.4%1.252%
5/24/2024Cetera Advisors LLC17,339$989K0.0%+19.9%0.124%
5/24/2024Cetera Investment Advisers95,114$5.43M0.0%+64.8%0.682%
5/22/2024Cedar Point Capital Partners LLC49,300$2.81M2.1%+4.1%0.353%
5/17/2024Comerica Bank2,182$125K0.0%+33.7%0.016%
5/10/2024Osaic Holdings Inc.365,167$20.84M0.0%-24.1%2.618%
5/9/2024Orion Portfolio Solutions LLC46,694$2.66M0.0%-17.4%0.335%
5/9/2024Condor Capital Management91,015$5.19M0.5%+4.6%0.652%
5/8/2024Thoroughbred Financial Services LLC4,661$265K0.0%N/A0.033%
5/7/2024Primoris Wealth Advisors LLC32,611$1.86M1.5%+15.1%0.235%
5/7/2024PFG Advisors43,737$2.50M0.2%+34.8%0.315%
5/7/2024Spectrum Investment Advisors Inc.12,676$723K0.5%+5.2%0.091%
5/6/2024Envestnet Portfolio Solutions Inc.4,132$236K0.0%-92.3%0.030%
5/6/2024CFO4Life Group LLC4,712$269K0.0%-21.3%0.034%
5/6/2024Custos Family Office LLC222,364$12.69M6.5%+1.2%1.600%
5/3/2024Clarity Capital Partners LLC9,655$551K0.4%+108.9%0.069%
5/2/2024Mutual Advisors LLC39,213$2.24M0.1%-6.4%0.282%
4/30/2024J.W. Cole Advisors Inc.8,055$460K0.0%+6.1%0.058%
4/30/2024Hartline Investment Corp3,519$201K0.0%N/A0.025%
4/30/2024Forbes Financial Planning Inc.80,940$4.62M4.0%+12.7%0.582%
4/29/2024Commonwealth Equity Services LLC648,056$36.97M0.1%+34.7%4.662%
4/25/2024Cambridge Investment Research Advisors Inc.72,372$4.13M0.0%-0.7%0.521%
4/24/2024Childress Capital Advisors LLC3,727$213K0.1%N/A0.027%
4/23/2024Rational Advisors LLC21,393$1.22M0.1%N/A0.154%
4/22/2024Altfest L J & Co. Inc.57,218$3.26M0.5%+5.3%0.412%
4/17/2024Foguth Wealth Management LLC.6,393$365K0.2%N/A0.062%
4/17/2024Vicus Capital4,417$252K0.0%-8.6%0.043%
4/16/2024Indiana Trust & Investment Management CO1,677$96K0.0%N/A0.016%
4/16/2024Bouvel Investment Partners LLC50,422$2.88M1.2%-0.9%0.487%
4/12/2024Dynamic Advisor Solutions LLC183,866$10.49M0.4%+6.8%1.776%
4/12/2024Traynor Capital Management Inc.46,878$2.67M0.2%-15.8%0.453%
4/10/2024Signal Advisors Wealth LLC6,393$365K0.1%+59.1%0.062%
4/9/2024Halpern Financial Inc.177,079$10.02M2.9%-2.5%1.711%
4/5/2024Prism Advisors Inc.448,153$25.57M7.7%+1.8%4.330%
(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, 103 institutional investors and hedge funds held shares of Fidelity Value Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($63.59M), JPMorgan Chase & Co. ($55.47M), Commonwealth Equity Services LLC ($54.38M), FMR LLC ($51.31M), Goodwin Investment Advisory ($38.32M), Thrivent Financial for Lutherans ($34.91M), and Advisor Group Holdings Inc. ($31.63M).Learn more on FVAL's institutional investors.

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

Of the 92 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. ($742.05K), Envestnet Asset Management Inc. ($655.42K), Commonwealth Equity Services LLC ($437.48K), FMR LLC ($227.21K), Custos Family Office LLC ($222.36K), CFO4Life Group LLC ($197.61K), and Dynamic Advisor Solutions LLC ($155.20K).

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

Institutional investors have bought a total of 4,071,901 shares in the last 24 months. This purchase volume represents approximately $206.49M in transactions.

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

Of the 47 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: Osaic Holdings Inc. ($336.70K), Envestnet Asset Management Inc. ($300.09K), Prism Advisors Inc. ($296.10K), Commonwealth Equity Services LLC ($172.06K), Altfest L J & Co. Inc. ($98.94K), Vicus Capital ($95.75K), and Childress Capital Advisors LLC ($57.84K).

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

Institutional investors have sold a total of 1,818,617 shares in the last 24 months. This volume of shares sold represents approximately $93.04M in transactions.


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This page (NYSEARCA:FVAL) was last updated on 1/5/2025 by MarketBeat.com Staff
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