Fidelity Value Factor ETF
FVAL
124 hedge funds and large institutions have $844M invested in Fidelity Value Factor ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
15% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 40
9% more funds holding
Funds holding: 114 → 124 (+10)
1% less capital invested
Capital invested by funds: $850M → $844M (-$6.55M)
1.74% less ownership
Funds ownership: 90.39% → 88.64% (-1.7%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$81.9M |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$9.45M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$3.36M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.01M |
| 5 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$2.03M |
Top Sellers
FVAL Hedge Fund Activity: Q4 2024 in Review
124 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Value Factor ETF (FVAL) for Q4 2024, worth a combined $844M — down 0.77% from $850M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FVAL positions and 8 closed out — a net gain of 13 holders — while 46 added to existing stakes and 40 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $81.9M. The largest seller was Dynasty Wealth Management, cutting an estimated $96.2M.
- 124 institutional investors held Fidelity Value Factor ETF (FVAL) as of Q4 2024, up from 114 in Q3 2024.
- Funds reported $844M of Fidelity Value Factor ETF stock for Q4 2024, down 0.77% quarter-over-quarter.
- 21 funds opened new Fidelity Value Factor ETF positions in Q4 2024 and 8 closed out, a net change of +13 holders.
- The largest Fidelity Value Factor ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $81.9M added.
- The largest Fidelity Value Factor ETF seller in Q4 2024 was Dynasty Wealth Management, an estimated $96.2M sold.
Based on aggregated 13F filings for Q4 2024.