Fidelity Value Factor ETF
FVAL
FVAL
75 hedge funds and large institutions have $200M invested in Fidelity Value Factor ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
19% less capital invested
Capital invested by funds: $246M → $200M (-$46.8M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
75
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$4.87M | |
| 2 | +$2.54M | |
| 3 | +$2.43M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.98M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.03M |
Top Sellers
| 1 | -$32.4M | |
| 2 | -$3.29M | |
| 3 | -$2.95M | |
| 4 |
HF
Halpern Financial
Ashburn,
Virginia
|
-$2.78M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.58M |