Fidelity Value Factor ETF
FVAL
FVAL
78 hedge funds and large institutions have $231M invested in Fidelity Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
13% less funds holding
Funds holding: 90 → 78 (-12)
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
Holders
78
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$13.7M | |
| 2 | +$5.03M | |
| 3 | +$2.3M | |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.26M |
| 5 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
+$1.74M |
Top Sellers
| 1 | -$8.67M | |
| 2 | -$4.36M | |
| 3 | -$3.92M | |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$3.55M |
| 5 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$2.51M |