Fidelity Value Factor ETF
FVAL
FVAL
104 hedge funds and large institutions have $446M invested in Fidelity Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 5 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 funds holding
Funds holding: →
2.72% more ownership
Funds ownership: 66.83% → 69.54% (+2.7%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
104
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$22.6M | |
| 2 | +$20M | |
| 3 | +$5.18M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.17M |
| 5 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
+$2.95M |
Top Sellers
| 1 | -$14.2M | |
| 2 | -$750K | |
| 3 | -$686K | |
| 4 |
HF
Halpern Financial
Ashburn,
Virginia
|
-$596K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$468K |