Fidelity Value Factor ETF
FVAL
74 hedge funds and large institutions have $290M invested in Fidelity Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
140% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 15
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more capital invested
Capital invested by funds: $230M → $290M (+$60.1M)
21% more funds holding
Funds holding: 61 → 74 (+13)
2.37% more ownership
Funds ownership: 50.29% → 52.66% (+2.4%)
Top Buyers
| 1 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$26.2M |
| 2 |
Morgan Stanley
New York
|
+$10M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.01M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.87M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.65M |
Top Sellers
FVAL Hedge Fund Activity: Q1 2022 in Review
74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity Value Factor ETF (FVAL) for Q1 2022, worth a combined $290M — up 26% from $230M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FVAL positions and 3 closed out — a net gain of 13 holders — while 36 added to existing stakes and 15 trimmed.
The largest buyer was Paragon Wealth Strategies, opening a new position worth an estimated $26.2M. The largest seller was L.J. Altfest & Co, cutting an estimated $6.43M.
- 74 institutional investors held Fidelity Value Factor ETF (FVAL) as of Q1 2022, up from 61 in Q4 2021.
- Funds reported $290M of Fidelity Value Factor ETF stock for Q1 2022, up 26% quarter-over-quarter.
- 16 funds opened new Fidelity Value Factor ETF positions in Q1 2022 and 3 closed out, a net change of +13 holders.
- The largest Fidelity Value Factor ETF buyer in Q1 2022 was Paragon Wealth Strategies, an estimated $26.2M added.
- The largest Fidelity Value Factor ETF seller in Q1 2022 was L.J. Altfest & Co, an estimated $6.43M sold.
Based on aggregated 13F filings for Q1 2022.