Foundations Dynamic Value ETF
FDVL
FDVL was delisted on the 13th of June, 2025.
4 hedge funds and large institutions have $1.14M invested in Foundations Dynamic Value ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.
109% more capital invested
Capital invested by funds: $545K → $1.14M (+$592K)
100% more funds holding
Funds holding: 2 → 4 (+2)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
62.45% more ownership
Funds ownership: 2.12% → 64.58% (+62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Anfield Capital Management
Irvine,
California
|
+$528K |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$331K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$141K |
| 4 |
Goldman Sachs
New York
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$281K |
| 2 |
Jane Street
New York
|
-$264K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Anfield Capital Management
Irvine,
California
| $535K | +$528K | +45,606 | New |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $336K | +$331K | +28,614 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $143K | +$141K | +12,217 | New |
|
|
4
Goldman Sachs
New York
| $122K | +$121K | +10,431 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$281K | -23,847 | Closed |
|
|
6
Jane Street
New York
| – | -$264K | -22,449 | Closed |
|
FDVL Hedge Fund Activity: Q2 2024 in Review
4 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Value ETF (FDVL) for Q2 2024, worth a combined $1.14M — up 109% from $545K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FDVL positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Anfield Capital Management, opening a new position worth an estimated $528K. The largest seller was UBS Group, exiting entirely with an estimated $281K sold.
- 4 institutional investors held Foundations Dynamic Value ETF (FDVL) as of Q2 2024, up from 2 in Q1 2024.
- Funds reported $1.14M of Foundations Dynamic Value ETF stock for Q2 2024, up 109% quarter-over-quarter.
- 4 funds opened new Foundations Dynamic Value ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest Foundations Dynamic Value ETF buyer in Q2 2024 was Anfield Capital Management, an estimated $528K added.
- The largest Foundations Dynamic Value ETF seller in Q2 2024 was UBS Group, an estimated $281K sold.
Based on aggregated 13F filings for Q2 2024.