Fidelity Value Factor ETF
FVAL
FVAL
81 hedge funds and large institutions have $344M invested in Fidelity Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
2% less funds holding
Funds holding: 83 → 81 (-2)
Holders
81
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$21.4M | |
| 2 | +$9.61M | |
| 3 | +$9.24M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.24M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.88M |
Top Sellers
| 1 | -$2.62M | |
| 2 | -$2.07M | |
| 3 | -$1.77M | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.75M |
| 5 |
T
TRUADVICE
Sarasota,
Florida
|
-$1.17M |