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Fidelity Emerging Markets Multifactor ETF

16 hedge funds and large institutions have $11.9M invested in Fidelity Emerging Markets Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

60% more funds holding

Funds holding: 1016 (+6)

24% more capital invested

Capital invested by funds: $9.61M → $11.9M (+$2.32M)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

0.43% less ownership

Funds ownership: 35.94%35.51% (-0.43%)

Holders
16
Holders Change
+6
Holders Change %
+60%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
4
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$2.83M +$2.66M +117,705 New
SS
2
Sunbelt Securities
Texas
$1.92M -$38.4K -1,696 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.91M +$730K +32,258 +68%
OMC
4
Old Mission Capital
Illinois
$1.77M -$3.06M -135,072 -65%
OFG
5
OmniStar Financial Group
North Carolina
$713K -$11.3K -500 -2%
CAG
6
Csenge Advisory Group
Florida
$603K +$129K +5,697 +29%
Osaic Holdings
7
Osaic Holdings
Arizona
$591K +$46.4K +2,053 +9%
AWM
8
AE Wealth Management
Kansas
$580K +$162K +7,151 +41%
FFWA
9
Forthright Family Wealth Advisory
Texas
$522K +$492K +21,755 New
KAS
10
Kestra Advisory Services
Texas
$232K +$218K +9,653 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$206K +$194K +8,595 New
HI
12
Harbour Investments
Wisconsin
$41.5K -$51.6K -2,282 -57%
CAM
13
Clarity Asset Management
Iowa
$7.23K +$6.81K +301 New
FFA
14
Farther Finance Advisors
California
$7.04K +$6.63K +293 New
SWM
15
Spire Wealth Management
Virginia
$3.73K +$3.62K +160 New
LOIP
16
Live Oak Investment Partners
Texas
$3.29K
Morgan Stanley
17
Morgan Stanley
New York
$54 +$45 +2 New
Wells Fargo
18
Wells Fargo
California
$12
GJIA
19
Glass Jacobson Investment Advisors
Maryland
-$4.9K -220 Closed
UBS Group
20
UBS Group
Switzerland
-$557 -25 Closed

FDEM Hedge Fund Activity: Q4 2023 in Review

16 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Emerging Markets Multifactor ETF (FDEM) for Q4 2023, worth a combined $11.9M — up 24% from $9.61M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDEM positions and 2 closed out — a net gain of 6 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.66M. The largest seller was Old Mission Capital, cutting an estimated $3.06M.

  • 16 institutional investors held Fidelity Emerging Markets Multifactor ETF (FDEM) as of Q4 2023, up from 10 in Q3 2023.
  • Funds reported $11.9M of Fidelity Emerging Markets Multifactor ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 8 funds opened new Fidelity Emerging Markets Multifactor ETF positions in Q4 2023 and 2 closed out, a net change of +6 holders.
  • The largest Fidelity Emerging Markets Multifactor ETF buyer in Q4 2023 was Citadel Advisors, an estimated $2.66M added.
  • The largest Fidelity Emerging Markets Multifactor ETF seller in Q4 2023 was Old Mission Capital, an estimated $3.06M sold.

Based on aggregated 13F filings for Q4 2023.