Fidelity Value Factor ETF
FVAL
FVAL
58 hedge funds and large institutions have $170M invested in Fidelity Value Factor ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
12.57% less ownership
Funds ownership: 54.86% → 42.29% (-13%)
24% less capital invested
Capital invested by funds: $224M → $170M (-$53.4M)
Holders
58
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$3.6M | |
| 2 | +$2.3M | |
| 3 | +$2.23M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.93M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.81M |
Top Sellers
| 1 | -$41.6M | |
| 2 | -$23.2M | |
| 3 | -$5.27M | |
| 4 |
HPA
High Probability Advisors
Pittsford,
New York
|
-$1.51M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$838K |