Fidelity International Value Factor ETF (FIVA) Institutional Ownership

$25.29
+0.15 (+0.60%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Fidelity International Value Factor ETF (NYSEARCA:FIVA)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$21.20M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.48M
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FIVA Institutional Buying and Selling by Quarter

Fidelity International Value Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Spire Wealth Management8,215$209K0.0%+10.2%0.179%
4/23/2024 Global Retirement Partners LLC2,500$64K0.0%N/A0.054%
4/11/2024 Cadent Capital Advisors LLC37,170$945K0.4%N/A1.770%
1/25/2024HBK Sorce Advisory LLC49,549$1.21M0.0%-1.7%2.359%
11/13/2023FMR LLC749,135$17.11M0.0%+567,426.5%35.673%
11/8/2023 Spire Wealth Management7,246$165K0.0%+9.0%0.345%
11/6/2023HBK Sorce Advisory LLC50,418$1.15M0.1%-3.0%2.401%
10/24/2023 Cambridge Investment Research Advisors Inc.25,500$582K0.0%+2.0%1.214%
10/23/2023Commonwealth Equity Services LLC520,582$11.89M0.0%+20.8%24.790%
8/10/2023Commonwealth Equity Services LLC431,042$10.04M0.0%+3.0%20.526%
8/4/2023HBK Sorce Advisory LLC51,983$1.21M0.1%-50.3%2.599%
8/3/2023Beirne Wealth Consulting Services LLC21,247$495K0.4%-4.8%1.062%
7/13/2023 Cambridge Investment Research Advisors Inc.24,992$582K0.0%-9.2%1.250%
5/11/2023Commonwealth Equity Services LLC418,468$9.47M0.0%+8.0%20.923%
5/10/2023Beirne Wealth Consulting Services LLC22,330$505K0.4%-19.0%1.117%
5/9/2023 Spire Wealth Management6,267$142K0.0%+8.8%0.313%
4/13/2023 Prosperity Planning Inc.8,880$201K0.1%N/A0.444%
3/6/2023OLD Mission Capital LLC17,357$366K0.0%-36.7%0.914%
2/8/2023Beirne Wealth Consulting Services LLC27,570$581K0.3%N/A1.451%
2/8/2023 Cambridge Investment Research Advisors Inc.25,015$527K0.0%-3.8%1.317%
2/7/2023Commonwealth Equity Services LLC387,593$8.17M0.0%+8.6%20.400%
11/15/2022Commonwealth Equity Services LLC356,858$6.28M0.0%+0.3%17.843%
11/10/2022 RFG Advisory LLC93,857$1.85M0.1%-37.5%4.693%
10/20/2022Baker Tilly Wealth Management LLC18,507$326K0.0%N/A0.925%
10/17/2022 Cambridge Investment Research Advisors Inc.26,005$458K0.0%+7.0%1.300%
8/13/2022 RFG Advisory LLC150,190$3.10M0.2%N/A7.510%
8/5/2022OLD Mission Capital LLC27,431$555K0.0%-51.3%1.372%
7/22/2022 Spire Wealth Management6,168$125K0.0%+26.5%0.308%
7/22/2022Geneos Wealth Management Inc.1,300$26K0.0%N/A0.065%
7/19/2022Commonwealth Equity Services LLC355,779$7.20M0.0%+51.8%17.789%
7/13/2022 Cambridge Investment Research Advisors Inc.24,308$492K0.0%+16.0%1.215%
5/10/2022Strategic Wealth Advisors Group LLC25,504$602K0.0%+36.9%1.417%
5/4/2022Commonwealth Equity Services LLC234,320$5.50M0.0%+6.6%13.018%
4/26/2022Cardinal Strategic Wealth Guidance2,072$49K0.0%N/A0.122%
4/26/2022Kestra Advisory Services LLC140,868$3.30M0.0%+3.7%8.286%
4/18/2022 Spire Wealth Management4,876$114K0.0%+18.8%0.287%
2/10/2022OLD Mission Capital LLC82,239$2.01M0.1%-9.9%5.140%
2/3/2022 Cambridge Investment Research Advisors Inc.19,084$465K0.0%+9.0%1.193%
2/3/2022Advisor Group Holdings Inc.6,685$162K0.0%-48.3%0.418%
1/31/2022Commonwealth Equity Services LLC219,797$5.36M0.0%-1.9%13.737%
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1/20/2022Kestra Advisory Services LLC135,869$3.31M0.0%+19.6%7.992%
1/14/2022 Spire Wealth Management4,105$100K0.0%+480.6%0.241%
11/16/2021Citadel Advisors LLC197,435$4.70M0.0%N/A11.614%
11/5/2021Advisor Group Holdings Inc.12,931$308K0.0%-26.7%0.761%
11/2/2021 Cambridge Investment Research Advisors Inc.17,507$417K0.0%+19.2%1.030%
10/29/2021Commonwealth Equity Services LLC224,110$5.33M0.0%+8.5%13.183%
10/19/2021Kestra Advisory Services LLC113,641$2.71M0.0%+585.0%6.685%
10/12/2021Koshinski Asset Management Inc.4,150$99K0.0%N/A0.244%
8/12/2021Advisory Services Network LLC6,978$170K0.0%N/A0.436%
8/11/2021Commonwealth Equity Services LLC206,477$5.02M0.0%+3.3%12.905%
8/10/2021 Cambridge Investment Research Advisors Inc.14,686$357K0.0%+9.4%1.130%
8/2/2021Advisor Group Holdings Inc.17,633$429K0.0%+57.2%1.356%
5/7/2021 Cambridge Investment Research Advisors Inc.13,423$315K0.0%+19.7%1.119%
5/4/2021Commonwealth Equity Services LLC199,900$4.70M0.0%+7.3%16.658%
2/17/2021Jane Street Group LLC57,775$1.26M0.0%+230.9%6.419%
2/9/2021Advisory Services Network LLC7,311$160K0.0%-6.6%0.812%
11/17/2020Jane Street Group LLC17,461$330K0.0%-54.8%2.183%
11/5/2020Commonwealth Equity Services LLC166,894$3.15M0.0%+7.7%20.862%
8/17/2020Jane Street Group LLC38,654$717K0.0%N/A4.832%
8/12/2020Commonwealth Equity Services LLC154,897$2.87M0.0%+1,218.7%19.362%
7/27/2020 Cambridge Investment Research Advisors Inc.10,409$193K0.0%N/A1.301%
5/11/2020Commonwealth Equity Services LLC11,746$194K0.0%-24.8%1.468%
(Data available from 1/1/2016 forward)

FIVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIVA shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Fidelity International Value Factor ETF. The most heavily invested institutionals were FMR LLC ($17.11M), Commonwealth Equity Services LLC ($11.89M), Kestra Advisory Services LLC ($3.30M), RFG Advisory LLC ($1.85M), HBK Sorce Advisory LLC ($1.21M), Cadent Capital Advisors LLC ($945K), and Strategic Wealth Advisors Group LLC ($602K).Learn more on FIVA's institutional investors.

Which institutional investors have been buying Fidelity International Value Factor ETF stock?

Of the 14 institutional investors that purchased Fidelity International Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($749.00K), Commonwealth Equity Services LLC ($300.79K), RFG Advisory LLC ($150.19K), Cadent Capital Advisors LLC ($37.17K), Beirne Wealth Consulting Services LLC ($27.57K), Baker Tilly Wealth Management LLC ($18.51K), and Prosperity Planning Inc. ($8.88K).

How much institutional buying is happening at Fidelity International Value Factor ETF?

Institutional investors have bought a total of 1,318,571 shares in the last 24 months. This purchase volume represents approximately $29.29M in transactions.

Which Fidelity International Value Factor ETF major shareholders have been selling company stock?

The following institutional investors have sold Fidelity International Value Factor ETF stock in the last 24 months: RFG Advisory LLC ($56.33K), HBK Sorce Advisory LLC ($54.95K), OLD Mission Capital LLC ($38.97K), Beirne Wealth Consulting Services LLC ($6.32K), and Cambridge Investment Research Advisors Inc. ($3.51K).

How much institutional selling is happening at Fidelity International Value Factor ETF?

Institutional investors have sold a total of 160,085 shares in the last 24 months. This volume of shares sold represents approximately $3.29M in transactions.


This page (NYSEARCA:FIVA) was last updated on 4/26/2024 by MarketBeat.com Staff

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