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Fidelity International Value Factor ETF
FIVA

Overview Fund Activity

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.

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10M
2
LPL Financial
2
LPL Financial
California
$218K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$345K
4
SWM
4
Spire Wealth Management
Virginia
$155K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$243K

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
PP
2
Prosperity Planning
Missouri
$0
3
ASN
3
Advisory Services Network
Georgia
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$582K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10M 431,042 +12,574 +3%
HSA
2
HBK Sorce Advisory
Pennsylvania
$1.21M 51,983 -264 -0.5%
ECM
3
Evergreen Capital Management
Washington
$834K 35,825 – –
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$582K 24,992 -2,521 -9%
BWCS
5
Beirne Wealth Consulting Services
Connecticut
$495K 21,247 -1,083 -5%
Osaic Holdings
6
Osaic Holdings
Arizona
$345K 14,816 +5,756 +64%
MML Investors Services
7
MML Investors Services
Massachusetts
$243K 10,453 +156 +2%
LPL Financial
8
LPL Financial
California
$218K 9,350 +9,350 New
SWM
9
Spire Wealth Management
Virginia
$155K 6,646 +379 +6%
TWC
10
TD Waterhouse Canada
Ontario, Canada
$77.5K 3,324 -445 -12%
GWM
11
Geneos Wealth Management
Colorado
$30.3K 1,300 – –
LOIP
12
Live Oak Investment Partners
Texas
– – – –
Bank of America
13
Bank of America
North Carolina
$3.12K 134 +134 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$3.07K 132 +125 +1,786%
GRP
15
Global Retirement Partners
California
$2.33K 100 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1K 27 -1,157 -98%
Wells Fargo
17
Wells Fargo
California
– – – –
OMC
18
Old Mission Capital
Illinois
– – -23,330 Closed
PP
19
Prosperity Planning
Missouri
– – -8,880 Closed
ASN
20
Advisory Services Network
Georgia
– – -7,391 Closed
Morgan Stanley
21
Morgan Stanley
New York
– – -170 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –