Valley National Advisers reports $47.5M ETF buys

23 sourcesUpdated Oct 25, 20261 min read

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Valley National Advisers reports $47.5M ETF buys — © IJR

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Valley National Advisers made several portfolio changes in the third quarter, initiating positions in five funds and increasing its Broadridge Financial Solutions stake by 55.8%. Its new investments included 739,584 shares of Fidelity Enhanced Large Cap Core ETF, valued at about $32 million; 239,432 shares of Schwab Emerging Markets Equity ETF, worth roughly $8.7 million; 46,879 shares of Invesco S&P 500 Equal Weight Technology ETF, worth about $3.1 million; and 18,772 shares of Vanguard Mid-Cap Value ETF, valued at approximately $3.7 million. The firm held 13,524 Broadridge shares after adding 4,846 during the quarter, bringing that position’s reported value to about $2.2 million.

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