Fidelity Emerging Markets Multifactor ETF
FDEM
10 hedge funds and large institutions have $9.61M invested in Fidelity Emerging Markets Multifactor ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
6.01% less ownership
Funds ownership: 41.95% → 35.94% (-6%)
9% less funds holding
Funds holding: 11 → 10 (-1)
14% less capital invested
Capital invested by funds: $11.2M → $9.61M (-$1.58M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.88M |
| 2 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$213K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$167K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$52.6K |
| 5 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
+$51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.95M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$43.7K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$26.3K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$22 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $4.65M | +$1.88M | +82,656 | +66% |
|
|
SS
2
Sunbelt Securities
Houston,
Texas
| $1.82M | +$17K | +748 | +0.9% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.05M | -$3.95M | -173,696 | -79% |
|
|
OFG
4
OmniStar Financial Group
Wilmington,
North Carolina
| $673K | +$51K | +2,244 | +8% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $502K | +$52.6K | +2,317 | +11% |
|
|
CAG
6
Csenge Advisory Group
Clearwater,
Florida
| $433K | +$213K | +9,363 | +93% |
|
|
AWM
7
AE Wealth Management
Topeka,
Kansas
| $388K | +$167K | +7,337 | +73% |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $89.3K | -$26.3K | -1,160 | -22% |
|
|
GJIA
9
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $4.9K | – | – | – |
|
|
LOIP
10
Live Oak Investment Partners
Austin,
Texas
| $2.98K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $557 | -$43.7K | -1,923 | -99% |
|
12
Wells Fargo
San Francisco,
California
| $8 | – | – | – |
|
|
13
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|
FDEM Hedge Fund Activity: Q3 2023 in Review
10 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity Emerging Markets Multifactor ETF (FDEM) for Q3 2023, worth a combined $9.61M — down 14% from $11.2M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of FDEM and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 6 added.
The largest buyer was Old Mission Capital, adding an estimated $1.88M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.95M.
- 10 institutional investors held Fidelity Emerging Markets Multifactor ETF (FDEM) as of Q3 2023, down from 11 in Q2 2023.
- Funds reported $9.61M of Fidelity Emerging Markets Multifactor ETF stock for Q3 2023, down 14% quarter-over-quarter.
- 0 funds opened new Fidelity Emerging Markets Multifactor ETF positions in Q3 2023 and 1 closed out, a net change of -1 holder.
- The largest Fidelity Emerging Markets Multifactor ETF buyer in Q3 2023 was Old Mission Capital, an estimated $1.88M added.
- The largest Fidelity Emerging Markets Multifactor ETF seller in Q3 2023 was Commonwealth Equity Services, an estimated $3.95M sold.
Based on aggregated 13F filings for Q3 2023.