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FIVA

Fidelity International Value Factor ETF

49 hedge funds and large institutions have $130M invested in Fidelity International Value Factor ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

36% more funds holding

Funds holding: 3649 (+13)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

9% less capital invested

Capital invested by funds: $144M → $130M (-$13.7M)

10.49% less ownership

Funds ownership: 66.75%56.26% (-10%)

Holders
49
Holders Change
+13
Holders Change %
+36.11%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
14
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Asset Allocation Strategies
Michigan
$208K +$197K +7,093 New
Raymond James Financial
27
Raymond James Financial
Florida
$205K +$194K +6,983 New
AAS
28
Ameritas Advisory Services
Nebraska
$171K +$163K +5,845 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$147K +$34.3K +1,231 +32%
FFA
30
Farther Finance Advisors
California
$132K +$125K +4,505 New
SWM
31
Spire Wealth Management
Virginia
$104K -$74.3K -2,670 -43%
AWM
32
AE Wealth Management
Kansas
$95K -$4.45K -160 -5%
Comerica Bank
33
Comerica Bank
Texas
$62.3K
CA
34
CoreCap Advisors
Michigan
$51.7K +$49K +1,761 New
AF
35
Allworth Financial
California
$10.9K
TPWA
36
Twin Peaks Wealth Advisors
California
$6.36K +$5.79K +208 New
IA
37
IFP Advisors
Florida
$6.05K +$5.74K +206 New
AF
38
Advisornet Financial
Minnesota
$2.85K
KPP
39
Kings Path Partners
Texas
$2.49K +$2.37K +85 New
SFA
40
Semmax Financial Advisors
North Carolina
$2.3K
BL
41
BFSG LLC
California
$1.35K +$1.28K +46 New
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$1.32K +$1.25K +45 New
DF
43
Dunhill Financial
United Kingdom
$1.09K +$557 +20 +118%
KA
44
Kozak & Associates
Colorado
$878 +$28 +1 +3%
OLVIG
45
Oliver Lagore Vanvalin Investment Group
Michigan
$853 +$891 +32 New
HI
46
Harbour Investments
Wisconsin
$734 +$696 +25 New
BCMLT
47
Beacon Capital Management LLC (Tennessee)
Tennessee
$539 +$501 +18 New
PA
48
Pineridge Advisors
Missouri
$182
Wells Fargo
49
Wells Fargo
California
$27 -$19.3K -693 -100%
RWM
50
Revisor Wealth Management
Ohio
-$390K -14,635 Closed

FIVA Hedge Fund Activity: Q2 2025 in Review

49 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q2 2025, worth a combined $130M — down 9.5% from $144M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FIVA positions and 3 closed out — a net gain of 13 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $3.08M. The largest seller was Fidelity Investments, cutting an estimated $39M.

  • 49 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q2 2025, up from 36 in Q1 2025.
  • Funds reported $130M of Fidelity International Value Factor ETF stock for Q2 2025, down 9.5% quarter-over-quarter.
  • 16 funds opened new Fidelity International Value Factor ETF positions in Q2 2025 and 3 closed out, a net change of +13 holders.
  • The largest Fidelity International Value Factor ETF buyer in Q2 2025 was Commonwealth Equity Services, an estimated $3.08M added.
  • The largest Fidelity International Value Factor ETF seller in Q2 2025 was Fidelity Investments, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2025.