Fidelity Value Factor ETF
FVAL
14 hedge funds and large institutions have $9.22M invested in Fidelity Value Factor ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
262% more capital inflows, than outflows
Capital inflows: $5.92M | Capital outflows: $1.63M
56% more funds holding
Funds holding: 9 → 14 (+5)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
9.6% more ownership
Funds ownership: 10.8% → 20.4% (+9.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$608K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$392K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$365K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.52M |
| 2 |
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$100K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$9.8K |
FVAL Hedge Fund Activity: Q2 2017 in Review
14 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Fidelity Value Factor ETF (FVAL) for Q2 2017, worth a combined $9.22M — up 92% from $4.79M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FVAL positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $4.29M. The largest seller was Jane Street, cutting an estimated $1.52M.
- 14 institutional investors held Fidelity Value Factor ETF (FVAL) as of Q2 2017, up from 9 in Q1 2017.
- Funds reported $9.22M of Fidelity Value Factor ETF stock for Q2 2017, up 92% quarter-over-quarter.
- 5 funds opened new Fidelity Value Factor ETF positions in Q2 2017 and 0 closed out, a net change of +5 holders.
- The largest Fidelity Value Factor ETF buyer in Q2 2017 was Brinker Capital Investments, an estimated $4.29M added.
- The largest Fidelity Value Factor ETF seller in Q2 2017 was Jane Street, an estimated $1.52M sold.
Based on aggregated 13F filings for Q2 2017.