Fidelity International Value Factor ETF
FIVA
21 hedge funds and large institutions have $64.9M invested in Fidelity International Value Factor ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 0 closing their positions.
4,832% more capital inflows, than outflows
Capital inflows: $22.6M | Capital outflows: $458K
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
31% more funds holding
Funds holding: 16 → 21 (+5)
20.04% less ownership
Funds ownership: 84.93% → 64.89% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$19.7M |
| 2 |
Flow Traders U.S.
New York
|
+$1.16M |
| 3 |
Jane Street
New York
|
+$797K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$288K |
| 5 |
Old Mission Capital
Chicago,
Illinois
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$335K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$67.6K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$30.5K |
| 4 |
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$20K |
| 5 |
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
-$4.86K |
FIVA Hedge Fund Activity: Q4 2023 in Review
21 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q4 2023, worth a combined $64.9M — up 67% from $38.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FIVA positions and 0 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $19.7M. The largest seller was Osaic Holdings, cutting an estimated $335K.
- 21 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $64.9M of Fidelity International Value Factor ETF stock for Q4 2023, up 67% quarter-over-quarter.
- 5 funds opened new Fidelity International Value Factor ETF positions in Q4 2023 and 0 closed out, a net change of +5 holders.
- The largest Fidelity International Value Factor ETF buyer in Q4 2023 was Fidelity Investments, an estimated $19.7M added.
- The largest Fidelity International Value Factor ETF seller in Q4 2023 was Osaic Holdings, an estimated $335K sold.
Based on aggregated 13F filings for Q4 2023.