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FIVA

Fidelity International Value Factor ETF
FIVA

14 hedge funds and large institutions have $16.6M invested in Fidelity International Value Factor ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

75% more capital invested

Capital invested by funds: $9.49M → $16.6M (+$7.14M)

40% more funds holding

Funds holding: 10 → 14 (+4)

13.64% more ownership

Funds ownership: 30.03% → 43.67% (+14%)

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$4.81M
2
KAS
Kestra Advisory Services
Texas
+$2.37M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$430K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$101K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$68.8K

Top Sellers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
-$170K
2
Osaic Holdings
Osaic Holdings
Arizona
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.33M +$430K +17,633 +9%
Citadel Advisors
2
Citadel Advisors
Florida
$4.7M +$4.81M +197,435 New
KAS
3
Kestra Advisory Services
Texas
$2.71M +$2.37M +97,050 +585%
OMC
4
Old Mission Capital
Illinois
$2.17M +$2.44K +100 +0.1%
ECM
5
Evergreen Capital Management
Washington
$853K – – –
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$417K +$68.8K +2,821 +19%
Osaic Holdings
7
Osaic Holdings
Arizona
$308K -$115K -4,702 -27%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$98.8K +$101K +4,150 New
AWA
9
Arkadios Wealth Advisors
Georgia
$18K +$171 +7 +0.9%
SWM
10
Spire Wealth Management
Virginia
$17K +$17.2K +707 New
HI
11
Harbour Investments
Wisconsin
$5K – – –
GRP
12
Global Retirement Partners
California
$2K +$2.44K +100 New
ASN
13
Advisory Services Network
Georgia
– -$170K -6,978 Closed
IPW
14
IronBridge Private Wealth
Texas
– +$98 +4 New

FIVA Hedge Fund Activity: Q3 2021 in Review

14 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q3 2021, worth a combined $16.6M — up 75% from $9.49M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FIVA positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.81M. The largest seller was Advisory Services Network, exiting entirely with an estimated $170K sold.

  • 14 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q3 2021, up from 10 in Q2 2021.
  • Funds reported $16.6M of Fidelity International Value Factor ETF stock for Q3 2021, up 75% quarter-over-quarter.
  • 5 funds opened new Fidelity International Value Factor ETF positions in Q3 2021 and 1 closed out, a net change of +4 holders.
  • The largest Fidelity International Value Factor ETF buyer in Q3 2021 was Citadel Advisors, an estimated $4.81M added.
  • The largest Fidelity International Value Factor ETF seller in Q3 2021 was Advisory Services Network, an estimated $170K sold.

Based on aggregated 13F filings for Q3 2021.