Fidelity Value Factor ETF
FVAL
13 hedge funds and large institutions have $17.1M invested in Fidelity Value Factor ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
38% more capital invested
Capital invested by funds: $12.4M → $17.1M (+$4.65M)
18% more funds holding
Funds holding: 11 → 13 (+2)
3.23% more ownership
Funds ownership: 20.41% → 23.64% (+3.2%)
Top Buyers
Top Sellers
| 1 |
CA
Calton & Associates
Tampa,
Florida
|
-$34K |
FVAL Hedge Fund Activity: Q1 2018 in Review
13 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Fidelity Value Factor ETF (FVAL) for Q1 2018, worth a combined $17.1M — up 38% from $12.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FVAL positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 0 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $2.58M. The largest seller was Calton & Associates, exiting entirely with an estimated $34K sold.
- 13 institutional investors held Fidelity Value Factor ETF (FVAL) as of Q1 2018, up from 11 in Q4 2017.
- Funds reported $17.1M of Fidelity Value Factor ETF stock for Q1 2018, up 38% quarter-over-quarter.
- 3 funds opened new Fidelity Value Factor ETF positions in Q1 2018 and 1 closed out, a net change of +2 holders.
- The largest Fidelity Value Factor ETF buyer in Q1 2018 was Brinker Capital Investments, an estimated $2.58M added.
- The largest Fidelity Value Factor ETF seller in Q1 2018 was Calton & Associates, an estimated $34K sold.
Based on aggregated 13F filings for Q1 2018.