Fidelity Emerging Markets Multifactor ETF
FDEM
10 hedge funds and large institutions have $3.25M invested in Fidelity Emerging Markets Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 3 closing their positions.
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
6.53% less ownership
Funds ownership: 41.09% → 34.56% (-6.5%)
9% less funds holding
Funds holding: 11 → 10 (-1)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
65% less capital invested
Capital invested by funds: $9.21M → $3.25M (-$5.97M)
Top Buyers
| 1 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
+$523K |
| 2 |
AT
American Trust
Lexington,
Kentucky
|
+$28.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.8K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$1.94K |
| 5 |
JP Morgan Chase
New York
|
+$375 |
Top Sellers
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$926K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$470K |
| 3 |
Jane Street
New York
|
-$287K |
| 4 |
FMN
Financial Management Network
Mission Viejo,
California
|
-$192K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$45.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.32M | -$470K | -21,318 | -26% |
|
|
AT
2
American Trust
Lexington,
Kentucky
| $653K | +$28.4K | +1,288 | +43% |
|
|
OFG
3
OmniStar Financial Group
Wilmington,
North Carolina
| $525K | +$523K | +23,748 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $420K | +$14.8K | +673 | +4% |
|
|
FMN
5
Financial Management Network
Mission Viejo,
California
| $200K | -$192K | -8,731 | -49% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $118K | -$24.3K | -1,102 | -17% |
|
|
7
UBS Group
Zurich,
Switzerland
| $8.47K | -$45.7K | -2,075 | -84% |
|
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $4.96K | -$926K | -42,009 | -16% |
|
|
SS
9
Sunbelt Securities
Houston,
Texas
| $1.95K | +$1.94K | +88 | New |
|
10
Wells Fargo
San Francisco,
California
| $13 | -$22 | -1 | Closed |
|
|
11
Jane Street
New York
| – | -$287K | -13,361 | Closed |
|
12
Fidelity Investments
Boston,
Massachusetts
| – | -$21 | -1 | Closed |
|
|
13
JP Morgan Chase
New York
| – | +$375 | +17 | New |
|
FDEM Hedge Fund Activity: Q1 2023 in Review
10 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity Emerging Markets Multifactor ETF (FDEM) for Q1 2023, worth a combined $3.25M — down 65% from $9.21M a quarter earlier.
Fund positioning in FDEM was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 5 trimmed.
The largest buyer was OmniStar Financial Group, opening a new position worth an estimated $523K. The largest seller was Commonwealth Equity Services, cutting an estimated $926K.
- 10 institutional investors held Fidelity Emerging Markets Multifactor ETF (FDEM) as of Q1 2023, down from 11 in Q4 2022.
- Funds reported $3.25M of Fidelity Emerging Markets Multifactor ETF stock for Q1 2023, down 65% quarter-over-quarter.
- 3 funds opened new Fidelity Emerging Markets Multifactor ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
- The largest Fidelity Emerging Markets Multifactor ETF buyer in Q1 2023 was OmniStar Financial Group, an estimated $523K added.
- The largest Fidelity Emerging Markets Multifactor ETF seller in Q1 2023 was Commonwealth Equity Services, an estimated $926K sold.
Based on aggregated 13F filings for Q1 2023.