Fidelity Value Factor ETF
FVAL
FVAL
107 hedge funds and large institutions have $504M invested in Fidelity Value Factor ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
2.12% less ownership
Funds ownership: 65.17% → 63.05% (-2.1%)
3% less funds holding
Funds holding: 110 → 107 (-3)
Holders
107
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$8.63M | |
| 2 | +$4.43M | |
| 3 | +$3.85M | |
| 4 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$2.9M |
| 5 |
CFO
Custos Family Office
Austin,
Texas
|
+$2.31M |
Top Sellers
| 1 | -$8.7M | |
| 2 | -$7.72M | |
| 3 | -$6.56M | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.18M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.09M |