Fidelity International Value Factor ETF
FIVA
17 hedge funds and large institutions have $14.2M invested in Fidelity International Value Factor ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
13% more funds holding
Funds holding: 15 → 17 (+2)
2% more capital invested
Capital invested by funds: $13.9M → $14.2M (+$333K)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
3.15% less ownership
Funds ownership: 34.56% → 31.41% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$1.18M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$695K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$232K |
| 4 |
PP
Prosperity Planning
Kansas City,
Missouri
|
+$200K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.25M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.08M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$559K |
| 4 |
BWCS
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
-$118K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$95.8K |
FIVA Hedge Fund Activity: Q1 2023 in Review
17 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q1 2023, worth a combined $14.2M — up 2.4% from $13.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FIVA positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $1.18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.25M sold.
- 17 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q1 2023, up from 15 in Q4 2022.
- Funds reported $14.2M of Fidelity International Value Factor ETF stock for Q1 2023, up 2.4% quarter-over-quarter.
- 6 funds opened new Fidelity International Value Factor ETF positions in Q1 2023 and 3 closed out, a net change of +3 holders.
- The largest Fidelity International Value Factor ETF buyer in Q1 2023 was HBK Sorce Advisory, an estimated $1.18M added.
- The largest Fidelity International Value Factor ETF seller in Q1 2023 was Citadel Advisors, an estimated $1.25M sold.
Based on aggregated 13F filings for Q1 2023.