Fidelity International Value Factor ETF
FIVA
16 hedge funds and large institutions have $38.8M invested in Fidelity International Value Factor ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 2 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
172% more capital invested
Capital invested by funds: $14.2M → $38.8M (+$24.6M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
28% more ownership
Funds ownership: 30.57% → 58.57% (+28%)
7% more funds holding
Funds holding: 15 → 16 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.5M |
| 2 |
Jane Street
New York
|
+$4.42M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.05M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$36.7K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$30.3K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$2.33K |
FIVA Hedge Fund Activity: Q3 2023 in Review
16 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q3 2023, worth a combined $38.8M — up 172% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FIVA positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 1 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $17.5M. The largest seller was HBK Sorce Advisory, cutting an estimated $36.7K.
- 16 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q3 2023, up from 15 in Q2 2023.
- Funds reported $38.8M of Fidelity International Value Factor ETF stock for Q3 2023, up 172% quarter-over-quarter.
- 3 funds opened new Fidelity International Value Factor ETF positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest Fidelity International Value Factor ETF buyer in Q3 2023 was Fidelity Investments, an estimated $17.5M added.
- The largest Fidelity International Value Factor ETF seller in Q3 2023 was HBK Sorce Advisory, an estimated $36.7K sold.
Based on aggregated 13F filings for Q3 2023.