Fidelity Value Factor ETF
FVAL
11 hedge funds and large institutions have $12.4M invested in Fidelity Value Factor ETF in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 3 closing their positions.
23% more capital invested
Capital invested by funds: $10.1M → $12.4M (+$2.3M)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4.28% less ownership
Funds ownership: 24.69% → 20.41% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$422K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$367K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$346K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$339K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$335K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$64K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$19K |
FVAL Hedge Fund Activity: Q4 2017 in Review
11 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Fidelity Value Factor ETF (FVAL) for Q4 2017, worth a combined $12.4M — up 23% from $10.1M a quarter earlier.
Fund positioning in FVAL was balanced in Q4 2017: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $422K. The largest seller was Heck Capital Advisors, exiting entirely with an estimated $335K sold.
- 11 institutional investors held Fidelity Value Factor ETF (FVAL) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $12.4M of Fidelity Value Factor ETF stock for Q4 2017, up 23% quarter-over-quarter.
- 3 funds opened new Fidelity Value Factor ETF positions in Q4 2017 and 3 closed out, a net change of 0 holders.
- The largest Fidelity Value Factor ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $422K added.
- The largest Fidelity Value Factor ETF seller in Q4 2017 was Heck Capital Advisors, an estimated $335K sold.
Based on aggregated 13F filings for Q4 2017.