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FIVA

Fidelity International Value Factor ETF
FIVA

62 hedge funds and large institutions have $135M invested in Fidelity International Value Factor ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

27% more funds holding

Funds holding: 49 → 62 (+13)

3% more capital invested

Capital invested by funds: $130M → $135M (+$4.42M)

6.13% less ownership

Funds ownership: 56.26% → 50.13% (-6.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
18
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$940K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$793K
4
Ameriprise
Ameriprise
Minnesota
+$765K
5
Jane Street
Jane Street
New York
+$723K

Top Sellers

Rank Fund Capital Flow
1
SWGC
Summit Wealth Group (Colorado)
Colorado
-$6.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.35M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.74M
4
KAS
Kestra Advisory Services
Texas
-$1.42M
5
FTUS
Flow Traders U.S.
New York
-$952K
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$293K -$54.1K -1,782 -16%
HFA
27
High Falls Advisors
New York
$265K +$257K +8,465 New
AAS
28
Ameritas Advisory Services
Nebraska
$257K +$72.2K +2,380 +41%
JWCA
29
J.W. Cole Advisors
Florida
$241K +$234K +7,708 New
MML Investors Services
30
MML Investors Services
Massachusetts
$238K +$231K +7,617 New
NL
31
NWAM LLC
Washington
$230K +$219K +7,232 New
SS
32
Sunbelt Securities
Texas
$225K +$218K +7,195 New
MCC
33
Money Concepts Capital
Florida
$213K +$206K +6,797 New
PP
34
Prosperity Planning
Missouri
$206K +$200K +6,586 New
ASN
35
Advisory Services Network
Georgia
$167K +$162K +5,345 New
FFA
36
Farther Finance Advisors
California
$141K – – –
AWM
37
AE Wealth Management
Kansas
$102K +$1K +33 +1%
SWM
38
Spire Wealth Management
Virginia
$101K -$9.1K -300 -8%
Comerica Bank
39
Comerica Bank
Texas
$66.4K – – –
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$56.3K +$54.6K +1,800 New
CPG
41
Cornerstone Planning Group
New Jersey
$48.5K +$46.3K +1,526 New
CA
42
CoreCap Advisors
Michigan
$39.8K -$14.8K -488 -28%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$18.8K +$18.2K +600 New
Morgan Stanley
44
Morgan Stanley
New York
$15.8K -$444K -14,641 -97%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$15.6K -$137K -4,519 -90%
ACA
46
Aptus Capital Advisors
Alabama
$15.3K +$14.8K +488 New
RFP
47
Root Financial Partners
California
$13.6K +$13.2K +434 New
AF
48
Allworth Financial
California
$11.6K – – –
GAG
49
Goodman Advisory Group
Massachusetts
$7.98K +$7.74K +255 New
IA
50
IFP Advisors
Florida
$6.44K – – –
1
2
3

FIVA Hedge Fund Activity: Q3 2025 in Review

62 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q3 2025, worth a combined $135M — up 3.4% from $130M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FIVA positions and 6 closed out — a net gain of 15 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.5M. The largest seller was Summit Wealth Group (Colorado), exiting entirely with an estimated $6.8M sold.

  • 62 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q3 2025, up from 49 in Q2 2025.
  • Funds reported $135M of Fidelity International Value Factor ETF stock for Q3 2025, up 3.4% quarter-over-quarter.
  • 21 funds opened new Fidelity International Value Factor ETF positions in Q3 2025 and 6 closed out, a net change of +15 holders.
  • The largest Fidelity International Value Factor ETF buyer in Q3 2025 was LPL Financial, an estimated $1.5M added.
  • The largest Fidelity International Value Factor ETF seller in Q3 2025 was Summit Wealth Group (Colorado), an estimated $6.8M sold.

Based on aggregated 13F filings for Q3 2025.