Fidelity Value Factor ETF
FVAL
FVAL
126 hedge funds and large institutions have $507M invested in Fidelity Value Factor ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 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 funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
28.8% less ownership
Funds ownership: 88.64% → 59.84% (-29%)
40% less capital invested
Capital invested by funds: $844M → $507M (-$337M)
Holders
126
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$15M | |
| 2 | +$10.8M | |
| 3 | +$9.87M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.13M |
| 5 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
+$4.68M |
Top Sellers
| 1 | -$121M | |
| 2 | -$121M | |
| 3 | -$115M | |
| 4 |
GIA
Goodwin Investment Advisory
Woodstock,
Georgia
|
-$7.45M |
| 5 |
UW
Unique Wealth
Clearwater,
Florida
|
-$3.27M |
