Fidelity Value Factor ETF
FVAL
FVAL
110 hedge funds and large institutions have $509M invested in Fidelity Value Factor ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 10 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 in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
6% more funds holding
Funds holding: 104 → 110 (+6)
4.37% less ownership
Funds ownership: 69.54% → 65.17% (-4.4%)
Holders
110
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$18.4M | |
| 2 | +$14.9M | |
| 3 | +$9.53M | |
| 4 |
FIS
Fischer Investment Strategies
Westlake Village,
California
|
+$5.64M |
| 5 |
GIA
Goodwin Investment Advisory
Woodstock,
Georgia
|
+$2.41M |
Top Sellers
| 1 | -$14.1M | |
| 2 | -$6.62M | |
| 3 | -$2.85M | |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$2.83M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.64M |