Fidelity International Value Factor ETF
FIVA
7 hedge funds and large institutions have $4.79M invested in Fidelity International Value Factor ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
273% more capital invested
Capital invested by funds: $1.28M → $4.79M (+$3.51M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
19.38% more ownership
Funds ownership: 12.89% → 32.27% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.53M |
| 2 |
Jane Street
New York
|
+$682K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$184K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.24K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$18 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$111K |
| 2 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$86.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.87M | +$2.53M | +143,151 | +1,219% |
|
|
ECM
2
Evergreen Capital Management
Bellevue,
Washington
| $989K | -$86.9K | -4,925 | -8% |
|
|
3
Jane Street
New York
| $717K | +$682K | +38,654 | New |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $193K | +$184K | +10,409 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $14K | +$4.24K | +240 | +46% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $2K | +$18 | +1 | +0.8% |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| – | -$111K | -6,714 | Closed |
|
8
Wells Fargo
San Francisco,
California
| – | +$18 | +1 | New |
|
FIVA Hedge Fund Activity: Q2 2020 in Review
7 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q2 2020, worth a combined $4.79M — up 273% from $1.28M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FIVA positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $2.53M. The largest seller was Advisory Services Network, exiting entirely with an estimated $111K sold.
- 7 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q2 2020, up from 5 in Q1 2020.
- Funds reported $4.79M of Fidelity International Value Factor ETF stock for Q2 2020, up 273% quarter-over-quarter.
- 3 funds opened new Fidelity International Value Factor ETF positions in Q2 2020 and 1 closed out, a net change of +2 holders.
- The largest Fidelity International Value Factor ETF buyer in Q2 2020 was Commonwealth Equity Services, an estimated $2.53M added.
- The largest Fidelity International Value Factor ETF seller in Q2 2020 was Advisory Services Network, an estimated $111K sold.
Based on aggregated 13F filings for Q2 2020.