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FDVL

Foundations Dynamic Value ETF
FDVL

Delisted

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

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4 hedge funds and large institutions have $23.4M invested in Foundations Dynamic Value ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,043.66% more ownership

Funds ownership: 99.7% → 1,143.36% (+1,044%)

15% more capital invested

Capital invested by funds: $20.4M → $23.4M (+$3.02M)

0% more funds holding

Funds holding: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$4.02M
2
UBS Group
UBS Group
Switzerland
+$19.7K

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$791K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$187K

FDVL Hedge Fund Activity: Q1 2025 in Review

4 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Foundations Dynamic Value ETF (FDVL) for Q1 2025, worth a combined $23.4M — up 15% from $20.4M a quarter earlier.

Fund positioning in FDVL was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $4.02M. The largest seller was GeoWealth Management, cutting an estimated $791K.

  • 4 institutional investors held Foundations Dynamic Value ETF (FDVL) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $23.4M of Foundations Dynamic Value ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 1 fund opened new Foundations Dynamic Value ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
  • The largest Foundations Dynamic Value ETF buyer in Q1 2025 was Foundations Investment Advisors, an estimated $4.02M added.
  • The largest Foundations Dynamic Value ETF seller in Q1 2025 was GeoWealth Management, an estimated $791K sold.

Based on aggregated 13F filings for Q1 2025.