Fidelity Value Factor ETF
FVAL
FVAL
130 hedge funds and large institutions have $555M invested in Fidelity Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.29% less ownership
Funds ownership: 59.84% → 57.55% (-2.3%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
130
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$45.2M | |
| 2 | +$11.5M | |
| 3 | +$5.64M | |
| 4 |
LPL Financial
San Diego,
California
|
+$2.42M |
| 5 |
HPA
High Probability Advisors
Pittsford,
New York
|
+$2.22M |
Top Sellers
| 1 | -$32.6M | |
| 2 | -$15M | |
| 3 | -$6.2M | |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.35M |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
-$2.55M |