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FDVL

Foundations Dynamic Value ETF
FDVL

Delisted

FDVL was delisted on the 13th of June, 2025.

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0 hedge funds and large institutions have $0 invested in Foundations Dynamic Value ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less funds holding

Funds holding: 4 → 0 (-4)

100% less capital invested

Capital invested by funds: $23.4M → $0 (-$23.4M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

1,143.36% less ownership

Funds ownership: 1,143.36% → 0% (-1,143%)

Holders
–
Holders Change
-4
Holders Change %
-100%
% of All Funds
–
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$14.2M
2
GM
GeoWealth Management
Illinois
-$8.76M
3
ACM
Anfield Capital Management
California
-$467K
4
UBS Group
UBS Group
Switzerland
-$19.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1
Foundations Investment Advisors
Arizona
– -$14.2M -1,383,984 Closed
GM
2
GeoWealth Management
Illinois
– -$8.76M -855,238 Closed
ACM
3
Anfield Capital Management
California
– -$467K -45,606 Closed
UBS Group
4
UBS Group
Switzerland
– -$19.3K -1,886 Closed

FDVL Hedge Fund Activity: Q2 2025 in Review

0 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Value ETF (FDVL) for Q2 2025, worth a combined $0 — down 100% from $23.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FDVL and 0 opened new positions — a net loss of 4 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $14.2M sold.

  • 0 institutional investors held Foundations Dynamic Value ETF (FDVL) as of Q2 2025, down from 4 in Q1 2025.
  • Funds reported $0 of Foundations Dynamic Value ETF stock for Q2 2025, down 100% quarter-over-quarter.
  • 0 funds opened new Foundations Dynamic Value ETF positions in Q2 2025 and 4 closed out, a net change of -4 holders.
  • The largest Foundations Dynamic Value ETF seller in Q2 2025 was Foundations Investment Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2025.