Fidelity Value Factor ETF
FVAL
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.
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 funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
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)
Holders
124
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$80.8M | |
| 2 | +$9.32M | |
| 3 | +$3.32M | |
| 4 |
LPL Financial
San Diego,
California
|
+$2.97M |
| 5 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$2.01M |
Top Sellers
| 1 | -$94.9M | |
| 2 | -$38.1M | |
| 3 | -$8.15M | |
| 4 |
FIS
Fischer Investment Strategies
Westlake Village,
California
|
-$7.62M |
| 5 |
PA
Prism Advisors
Studio City,
California
|
-$4.14M |