Fidelity Value Factor ETF
FVAL
19 hedge funds and large institutions have $36.7M invested in Fidelity Value Factor ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
125% more capital invested
Capital invested by funds: $16.3M → $36.7M (+$20.4M)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
22.54% more ownership
Funds ownership: 16.06% → 38.6% (+23%)
19% more funds holding
Funds holding: 16 → 19 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$18.6M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.81M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.32M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.01M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.19M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$695K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$191K |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$191K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$13K |
FVAL Hedge Fund Activity: Q4 2018 in Review
19 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Fidelity Value Factor ETF (FVAL) for Q4 2018, worth a combined $36.7M — up 125% from $16.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FVAL positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $18.6M. The largest seller was MML Investors Services, exiting entirely with an estimated $2.19M sold.
- 19 institutional investors held Fidelity Value Factor ETF (FVAL) as of Q4 2018, up from 16 in Q3 2018.
- Funds reported $36.7M of Fidelity Value Factor ETF stock for Q4 2018, up 125% quarter-over-quarter.
- 6 funds opened new Fidelity Value Factor ETF positions in Q4 2018 and 3 closed out, a net change of +3 holders.
- The largest Fidelity Value Factor ETF buyer in Q4 2018 was L.J. Altfest & Co, an estimated $18.6M added.
- The largest Fidelity Value Factor ETF seller in Q4 2018 was MML Investors Services, an estimated $2.19M sold.
Based on aggregated 13F filings for Q4 2018.