Fidelity Value Factor ETF
FVAL
FVAL
114 hedge funds and large institutions have $850M invested in Fidelity Value Factor ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 6 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 capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
7% more funds holding
Funds holding: 107 → 114 (+7)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Holders
114
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$293M | |
| 2 | +$11.1M | |
| 3 | +$8.15M | |
| 4 |
JPMorgan Chase & Co
New York
|
+$3.98M |
| 5 |
CFO
Custos Family Office
Austin,
Texas
|
+$2.68M |
Top Sellers
| 1 | -$16.9M | |
| 2 | -$2.14M | |
| 3 | -$2.09M | |
| 4 |
HF
Halpern Financial
Ashburn,
Virginia
|
-$1.14M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$734K |