FIDELITY INTL VAL FACTOR ETF (FIVA) Institutional Ownership Changes & 13F Activity

FIDELITY INTL VAL FACTOR ETF (FIVA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Envestnet Asset Management Inc, Cetera Investment Advisers, Goldman Sachs Group Inc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+94,453+75.0%220,463$8.49MQ2 2026Sep 23, 2026
Citadel Advisors LlcSell-38,593-81.3%8,883$342.17KQ2 2026Sep 02, 2026
Asset Allocation Strategies LlcBuy+308+4.0%7,934$305.60KQ2 2026Aug 17, 2026
Goldman Sachs Group IncBuy+49,083—49,083$1.89MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+30,164+6.5%493,842$19.02MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+26,974+14.1%218,506$8.42MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+15,135—15,135$583.00KQ2 2026Aug 14, 2026
Sei Investments CoBuy+11,838+30.8%50,249$1.94MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+11,554+20.7%67,320$2.59MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-7,503-14.9%42,865$1.65MQ2 2026Aug 14, 2026
&PartnersBuy+7,319+20.1%43,794$2.09MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+7,122—7,122$274.34KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+4,605+28.7%20,644$795.21KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,631—1,631$62.83KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+562—562$21.64KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+39+3900.0%40$1.56KQ2 2026Aug 14, 2026
Fmr LlcSell-30,767-2.0%1,490,416$57.41MQ2 2026Aug 13, 2026
Mariner, LlcBuy+8,480+23.0%45,347$1.75MQ2 2026Aug 13, 2026
Twin Peaks Wealth Advisors, LlcBuy+5,585+1358.9%5,996$230.98KQ2 2026Aug 13, 2026
Ubs Group AgSell-1,751-47.9%1,903$73.30KQ2 2026Aug 13, 2026
Inspire Advisors, LlcSell-809-1.9%40,843$1.57MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+186+169.1%296$11.41KQ2 2026Aug 13, 2026
Vanguard Advisers IncSell-138-88.5%18$693.00Q2 2026Aug 13, 2026
Morgan StanleySell-130-2.9%4,398$169.41KQ2 2026Aug 13, 2026
Kayne Anderson Rudnick Investment Management LlcBuy+46—46$1.76KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+128,403—128,403$4.92MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+91,448+59.7%244,555$9.42MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+1,850+26.7%8,768$337.74KQ2 2026Aug 12, 2026
Accelerate Investment Advisors LlcBuy+1,238+18.0%8,129$313.14KQ2 2026Aug 12, 2026
Bank Of MontrealSell-236-28.6%590$22.73KQ2 2026Aug 12, 2026
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Frequently asked questions about FIVA activity

  • Which institutional owners are buying FIVA?

    Institutional owners buying FIVA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FIVA activity?

    "Buy" means an investor increased their reported position in FIVA compared to the prior reporting period. This reflects growing exposure to FIDELITY INTL VAL FACTOR ETF (FIVA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FIVA increasing?

    Institutional interest in FIVA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.