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FIVA

Fidelity International Value Factor ETF
FIVA

72 hedge funds and large institutions have $1.14B invested in Fidelity International Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

746% more capital invested

Capital invested by funds: $135M → $1.14B (+$1.01B)

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

16% more funds holding

Funds holding: 62 → 72 (+10)

12.3% more ownership

Funds ownership: 50.13% → 62.43% (+12%)

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
23
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWGC
Summit Wealth Group (Colorado)
Colorado
+$7.31M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.9M
3
IA
Inspire Advisors
Idaho
+$4.66M
4
Jane Street
Jane Street
New York
+$1.59M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.23M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.07M
3
GS
GTS Securities
New York
-$491K
4
LPL Financial
LPL Financial
California
-$395K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$334K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$16.7K – – –
AF
52
Allworth Financial
California
$12.7K – – –
GAG
53
Goodman Advisory Group
Massachusetts
$8.73K – – –
RFP
54
Root Financial Partners
California
$6.37K -$8.04K -248 -57%
MCM
55
MAI Capital Management
Ohio
$5.73K +$5.41K +167 New
Wells Fargo
56
Wells Fargo
California
$5.62K +$2.59K +80 +95%
FHA
57
Flagship Harbor Advisors
Massachusetts
$4.55K +$4.28K +132 New
IA
58
IFP Advisors
Florida
$3.83K -$3.05K -94 -46%
AF
59
Advisornet Financial
Minnesota
$3.32K – – –
SGK
60
Steigerwald Gordon & Koch
Virginia
$2.74K – – –
SWM
61
SHP Wealth Management
Massachusetts
$2.74K +$2.59K +80 New
SPIA
62
Steward Partners Investment Advisory
New York
$2.26K – – –
BL
63
BFSG LLC
California
$1.57K – – –
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$1.54K – – –
KFG
65
Kingdom Financial Group
Arizona
$1.32K +$1.26K +39 New
DF
66
Dunhill Financial
United Kingdom
$1.28K – – –
KA
67
Kozak & Associates
Colorado
$1.05K – – –
HI
68
Harbour Investments
Wisconsin
$856 – – –
AAP
69
Arax Advisory Partners
Colorado
$212 +$195 +6 New
RA
70
Ransom Advisory
Rhode Island
$205 +$195 +6 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$137 – – –
KPP
72
Kings Path Partners
Texas
$28 – – –
GS
73
GTS Securities
New York
– -$491K -15,710 Closed
NL
74
NWAM LLC
Washington
– -$230K -7,232 Closed
ASN
75
Advisory Services Network
Georgia
– -$167K -5,345 Closed
1 2
3

FIVA Hedge Fund Activity: Q4 2025 in Review

72 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q4 2025, worth a combined $1.14B — up 746% from $135M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FIVA positions and 3 closed out — a net gain of 11 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Summit Wealth Group (Colorado), opening a new position worth an estimated $7.31M. The largest seller was Osaic Holdings, cutting an estimated $1.23M.

  • 72 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q4 2025, up from 62 in Q3 2025.
  • Funds reported $1.14B of Fidelity International Value Factor ETF stock for Q4 2025, up 746% quarter-over-quarter.
  • 14 funds opened new Fidelity International Value Factor ETF positions in Q4 2025 and 3 closed out, a net change of +11 holders.
  • The largest Fidelity International Value Factor ETF buyer in Q4 2025 was Summit Wealth Group (Colorado), an estimated $7.31M added.
  • The largest Fidelity International Value Factor ETF seller in Q4 2025 was Osaic Holdings, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2025.