Fidelity International Value Factor ETF
FIVA
15 hedge funds and large institutions have $14.2M invested in Fidelity International Value Factor ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.
0% more capital invested
Capital invested by funds: $14.2M → $14.2M (+$21.1K)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
0.84% less ownership
Funds ownership: 31.41% → 30.57% (-0.84%)
12% less funds holding
Funds holding: 17 → 15 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$290K |
| 2 |
LPL Financial
San Diego,
California
|
+$216K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$133K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$8.74K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$528K |
| 2 |
PP
Prosperity Planning
Kansas City,
Missouri
|
-$201K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$167K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$58.1K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$26.7K |
FIVA Hedge Fund Activity: Q2 2023 in Review
15 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q2 2023, worth a combined $14.2M — up 0.15% from $14.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FIVA and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 5 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $290K. The largest seller was Old Mission Capital, exiting entirely with an estimated $528K sold.
- 15 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q2 2023, down from 17 in Q1 2023.
- Funds reported $14.2M of Fidelity International Value Factor ETF stock for Q2 2023, up 0.15% quarter-over-quarter.
- 2 funds opened new Fidelity International Value Factor ETF positions in Q2 2023 and 4 closed out, a net change of -2 holders.
- The largest Fidelity International Value Factor ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $290K added.
- The largest Fidelity International Value Factor ETF seller in Q2 2023 was Old Mission Capital, an estimated $528K sold.
Based on aggregated 13F filings for Q2 2023.