Fidelity Value Factor ETF
FVAL
FVAL
148 hedge funds and large institutions have $620M invested in Fidelity Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 16 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 ownership
Funds ownership: →
7% less capital invested
Capital invested by funds: $667M → $620M (-$46.8M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Holders
148
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$10.9M | |
| 2 | +$8.97M | |
| 3 | +$3.46M | |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$2.96M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.09M |
Top Sellers
| 1 | -$9.96M | |
| 2 | -$7.69M | |
| 3 | -$4.81M | |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.57M |
| 5 |
LPL Financial
San Diego,
California
|
-$3M |
