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FIVA

Fidelity International Value Factor ETF

72 hedge funds and large institutions have $1.14B invested in Fidelity International Value Factor ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

746% more capital invested

Capital invested by funds: $135M → $1.14B (+$1.01B)

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

16% more funds holding

Funds holding: 6272 (+10)

12.3% more ownership

Funds ownership: 50.13%62.43% (+12%)

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
23
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Align Financial
Minnesota
$961M +$31.2M +961,384 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$55.3M +$6.9M +212,876 +15%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$54.4M -$1.07M -32,895 -2%
LPL Financial
4
LPL Financial
California
$9.31M -$395K -12,194 -4%
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$7.72M +$7.31M +225,540 New
BWM
6
Braeburn Wealth Management
Michigan
$7.42M +$7.03M +216,797 New
IA
7
Inspire Advisors
Idaho
$4.92M +$4.66M +143,733 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.49M +$559K +17,237 +15%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.63M -$1.23M -38,020 -26%
Jane Street
10
Jane Street
New York
$3.43M +$1.59M +49,057 +96%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.81M +$1.14M +35,198 +75%
CCA
12
Cadent Capital Advisors
Oklahoma
$2.37M +$9.73K +300 +0.4%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.29M +$398K +12,269 +22%
KAS
14
Kestra Advisory Services
Texas
$2.2M +$115K +3,547 +6%
GVAG
15
Great Valley Advisor Group
Delaware
$1.77M -$292K -8,997 -15%
Bank of America
16
Bank of America
North Carolina
$1.69M +$321K +9,907 +25%
OFG
17
OmniStar Financial Group
North Carolina
$1.52M +$239K +7,380 +20%
ECM
18
Evergreen Capital Management
Washington
$1.23M
AFG
19
Atomi Financial Group
New York
$1.05M +$994K +30,649 New
BEI
20
Benjamin Edwards Inc
Missouri
$1.03M
Ameriprise
21
Ameriprise
Minnesota
$859K -$4.12K -127 -0.5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$855K -$47.9K -1,479 -6%
Mariner
23
Mariner
Kansas
$813K +$282K +8,710 +58%
P
24
&Partners
Tennessee
$750K +$708K +21,842 New
Raymond James Financial
25
Raymond James Financial
Florida
$680K +$307K +9,455 +91%

FIVA Hedge Fund Activity: Q4 2025 in Review

72 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q4 2025, worth a combined $1.14B — up 746% from $135M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FIVA positions and 3 closed out — a net gain of 11 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Summit Wealth Group (Colorado), opening a new position worth an estimated $7.31M. The largest seller was Osaic Holdings, cutting an estimated $1.23M.

  • 72 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q4 2025, up from 62 in Q3 2025.
  • Funds reported $1.14B of Fidelity International Value Factor ETF stock for Q4 2025, up 746% quarter-over-quarter.
  • 14 funds opened new Fidelity International Value Factor ETF positions in Q4 2025 and 3 closed out, a net change of +11 holders.
  • The largest Fidelity International Value Factor ETF buyer in Q4 2025 was Summit Wealth Group (Colorado), an estimated $7.31M added.
  • The largest Fidelity International Value Factor ETF seller in Q4 2025 was Osaic Holdings, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2025.