We are live on ! Find out more
FVAL icon

Fidelity Value Factor ETF

18 hedge funds and large institutions have $19.2M invested in Fidelity Value Factor ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

38% more funds holding

Funds holding: 1318 (+5)

12% more capital invested

Capital invested by funds: $17.1M → $19.2M (+$2.1M)

0.34% less ownership

Funds ownership: 23.64%23.3% (-0.34%)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change

FVAL Hedge Fund Activity: Q2 2018 in Review

18 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fidelity Value Factor ETF (FVAL) for Q2 2018, worth a combined $19.2M — up 12% from $17.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FVAL positions and 0 closed out — a net gain of 5 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was LVZ Inc, opening a new position worth an estimated $578K. The largest seller was Jane Street, cutting an estimated $816K.

  • 18 institutional investors held Fidelity Value Factor ETF (FVAL) as of Q2 2018, up from 13 in Q1 2018.
  • Funds reported $19.2M of Fidelity Value Factor ETF stock for Q2 2018, up 12% quarter-over-quarter.
  • 5 funds opened new Fidelity Value Factor ETF positions in Q2 2018 and 0 closed out, a net change of +5 holders.
  • The largest Fidelity Value Factor ETF buyer in Q2 2018 was LVZ Inc, an estimated $578K added.
  • The largest Fidelity Value Factor ETF seller in Q2 2018 was Jane Street, an estimated $816K sold.

Based on aggregated 13F filings for Q2 2018.