Fidelity Value Factor ETF
FVAL
11 hedge funds and large institutions have $10.1M invested in Fidelity Value Factor ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
10% more capital invested
Capital invested by funds: $9.22M → $10.1M (+$881K)
4.29% more ownership
Funds ownership: 20.4% → 24.69% (+4.3%)
21% less funds holding
Funds holding: 14 → 11 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$636K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$473K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$272K |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$247K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$616K |
| 2 |
Jane Street
New York
|
-$278K |
| 3 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$41K |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$11.9K |
FVAL Hedge Fund Activity: Q3 2017 in Review
11 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Fidelity Value Factor ETF (FVAL) for Q3 2017, worth a combined $10.1M — up 9.6% from $9.22M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FVAL and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 6 added.
The largest buyer was MML Investors Services, adding an estimated $636K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $616K sold.
- 11 institutional investors held Fidelity Value Factor ETF (FVAL) as of Q3 2017, down from 14 in Q2 2017.
- Funds reported $10.1M of Fidelity Value Factor ETF stock for Q3 2017, up 9.6% quarter-over-quarter.
- 1 fund opened new Fidelity Value Factor ETF positions in Q3 2017 and 3 closed out, a net change of -2 holders.
- The largest Fidelity Value Factor ETF buyer in Q3 2017 was MML Investors Services, an estimated $636K added.
- The largest Fidelity Value Factor ETF seller in Q3 2017 was Susquehanna International Group, an estimated $616K sold.
Based on aggregated 13F filings for Q3 2017.