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FIVA

Fidelity International Value Factor ETF

88 hedge funds and large institutions have $253M invested in Fidelity International Value Factor ETF in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

22% more funds holding

Funds holding: 7288 (+16)

12.42% less ownership

Funds ownership: 62.43%50.01% (-12%)

78% less capital invested

Capital invested by funds: $1.14B → $253M (-$888M)

Holders
88
Holders Change
+16
Holders Change %
+22.22%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
28
Increased
28
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$54.4M -$1.98M -55,001 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$53M -$2.44M -67,700 -4%
LPL Financial
3
LPL Financial
California
$16.5M +$7.26M +201,450 +74%
Osaic Holdings
4
Osaic Holdings
Arizona
$16.1M +$12.9M +357,579 +337%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$12M +$12.4M +342,840 +19,715%
SWGC
6
Summit Wealth Group (Colorado)
Colorado
$7.71M -$144K -3,992 -2%
KWM
7
Kingsview Wealth Management
Oregon
$7.58M +$7.86M +217,862 New
KAS
8
Kestra Advisory Services
Texas
$7.03M +$4.96M +137,661 +214%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.67M +$6.83M +189,473 +9,202%
DADC
10
D.A. Davidson & Co
Montana
$6.27M +$6.49M +180,028 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.33M +$791K +21,936 +17%
OFG
12
OmniStar Financial Group
North Carolina
$4.75M +$3.32M +92,064 +208%
Jane Street
13
Jane Street
New York
$4.56M +$1.11M +30,825 +31%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.39M +$1.59M +43,975 +54%
RCP
15
Roan Capital Partners
Tennessee
$3.88M +$4.02M +111,476 New
BWM
16
Braeburn Wealth Management
Michigan
$3.86M -$3.82M -105,875 -49%
JP Morgan Chase
17
JP Morgan Chase
New York
$3.31M +$1.11M +30,873 +46%
FTUS
18
Flow Traders U.S.
New York
$2.49M +$2.58M +71,660 New
CCA
19
Cadent Capital Advisors
Oklahoma
$2.4M -$3.14K -87 -0.1%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$2.16M +$2.21M +61,359 New
Bank of America
21
Bank of America
North Carolina
$1.94M +$234K +6,485 +13%
Raymond James Financial
22
Raymond James Financial
Florida
$1.75M +$1.1M +30,501 +154%
Citadel Advisors
23
Citadel Advisors
Florida
$1.65M +$1.71M +47,476 New
IA
24
Inspire Advisors
Idaho
$1.45M -$3.68M -102,081 -71%
P
25
&Partners
Tennessee
$1.42M +$528K +14,633 +67%

FIVA Hedge Fund Activity: Q1 2026 in Review

88 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Fidelity International Value Factor ETF (FIVA) for Q1 2026, worth a combined $253M — down 78% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FIVA positions and 8 closed out — a net gain of 20 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $12.9M. The largest seller was Align Financial, cutting an estimated $33.7M.

  • 88 institutional investors held Fidelity International Value Factor ETF (FIVA) as of Q1 2026, up from 72 in Q4 2025.
  • Funds reported $253M of Fidelity International Value Factor ETF stock for Q1 2026, down 78% quarter-over-quarter.
  • 28 funds opened new Fidelity International Value Factor ETF positions in Q1 2026 and 8 closed out, a net change of +20 holders.
  • The largest Fidelity International Value Factor ETF buyer in Q1 2026 was Osaic Holdings, an estimated $12.9M added.
  • The largest Fidelity International Value Factor ETF seller in Q1 2026 was Align Financial, an estimated $33.7M sold.

Based on aggregated 13F filings for Q1 2026.