Fidelity International Value Factor ETF
FIVA
14 hedge funds and large institutions have $13.8M invested in Fidelity International Value Factor ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 6 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
6.7% less ownership
Funds ownership: 43.51% → 36.81% (-6.7%)
18% less funds holding
Funds holding: 17 → 14 (-3)
23% less capital invested
Capital invested by funds: $18M → $13.8M (-$4.22M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.04M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$378K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$350K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$166K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.26M |
| 2 |
Jane Street
New York
|
-$1.84M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$625K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$45.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$45K |
FIVA Hedge Fund Activity: Q1 2022 in Review
14 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q1 2022, worth a combined $13.8M — down 23% from $18M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FIVA and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.04M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.26M sold.
- 14 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q1 2022, down from 17 in Q4 2021.
- Funds reported $13.8M of Fidelity International Value Factor ETF stock for Q1 2022, down 23% quarter-over-quarter.
- 3 funds opened new Fidelity International Value Factor ETF positions in Q1 2022 and 6 closed out, a net change of -3 holders.
- The largest Fidelity International Value Factor ETF buyer in Q1 2022 was LPL Financial, an estimated $1.04M added.
- The largest Fidelity International Value Factor ETF seller in Q1 2022 was Citadel Advisors, an estimated $3.26M sold.
Based on aggregated 13F filings for Q1 2022.