Fidelity Value Factor ETF
FVAL
160 hedge funds and large institutions have $741M invested in Fidelity Value Factor ETF in 2026 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 41 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
80% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 41
18% more capital invested
Capital invested by funds: $629M → $741M (+$111M)
7% more funds holding
Funds holding: 150 → 160 (+10)
1.03% more ownership
Funds ownership: 58.08% → 59.12% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.85M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.55M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.77M |
| 4 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$3.23M |
| 5 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.53M |
| 2 |
Two Sigma Investments
New York
|
-$1.58M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.18M |
| 4 |
Goldman Sachs
New York
|
-$987K |
| 5 |
BAH
Beacon Advisors Holdings
Austin,
Texas
|
-$802K |
FVAL Hedge Fund Activity: Q2 2026 in Review
160 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Fidelity Value Factor ETF (FVAL) for Q2 2026, worth a combined $741M — up 18% from $629M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FVAL positions and 9 closed out — a net gain of 13 holders — while 74 added to existing stakes and 41 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $5.85M. The largest seller was Fidelity Investments, cutting an estimated $3.53M.
- 160 institutional investors held Fidelity Value Factor ETF (FVAL) as of Q2 2026, up from 150 in Q1 2026.
- Funds reported $741M of Fidelity Value Factor ETF stock for Q2 2026, up 18% quarter-over-quarter.
- 22 funds opened new Fidelity Value Factor ETF positions in Q2 2026 and 9 closed out, a net change of +13 holders.
- The largest Fidelity Value Factor ETF buyer in Q2 2026 was Commonwealth Equity Services, an estimated $5.85M added.
- The largest Fidelity Value Factor ETF seller in Q2 2026 was Fidelity Investments, an estimated $3.53M sold.
Based on aggregated 13F filings for Q2 2026.