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Fidelity Emerging Markets Multifactor ETF

22 hedge funds and large institutions have $30M invested in Fidelity Emerging Markets Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

47% more funds holding

Funds holding: 1522 (+7)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

32% more capital invested

Capital invested by funds: $22.7M → $30M (+$7.26M)

0.77% less ownership

Funds ownership: 45.85%45.08% (-0.77%)

Holders
22
Holders Change
+7
Holders Change %
+46.67%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.2M +$2.75M +108,584 +19%
SS
2
Sunbelt Securities
Texas
$2.04M +$51.3K +2,024 +3%
Jane Street
3
Jane Street
New York
$1.57M +$1.55M +61,168 New
MWA
4
Merkkuri Wealth Advisors
New York
$1.37M +$1.36M +53,460 New
D
5
Dentgroup
Louisiana
$1.35M +$1.34M +52,772 New
JP Morgan Chase
6
JP Morgan Chase
New York
$1.34M +$1.33M +52,332 New
OMC
7
Old Mission Capital
Illinois
$1.3M -$492K -19,414 -28%
KAS
8
Kestra Advisory Services
Texas
$1.02M +$737K +29,052 +265%
FFWA
9
Forthright Family Wealth Advisory
Texas
$548K +$82.5K +3,252 +18%
NIWA
10
New Insight Wealth Advisors
California
$391K +$387K +15,260 New
BWM
11
Birchcreek Wealth Management
Ohio
$349K +$346K +13,653 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$330K -$251K -9,900 -43%
OFG
13
OmniStar Financial Group
North Carolina
$261K -$47K -1,853 -15%
FFA
14
Farther Finance Advisors
California
$257K +$211K +8,327 +491%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$237K +$235K +9,278 New
MML Investors Services
16
MML Investors Services
Massachusetts
$237K +$235K +9,278 New
Osaic Holdings
17
Osaic Holdings
Arizona
$79.9K -$2.69M -105,894 -97%
HI
18
Harbour Investments
Wisconsin
$75.3K +$13.5K +532 +22%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$11.3K +$11.2K +440 New
CAM
20
Clarity Asset Management
Iowa
$7.7K -$51 -2 -0.7%
SWM
21
Spire Wealth Management
Virginia
$6.12K +$2K +79 +49%
LOIP
22
Live Oak Investment Partners
Texas
$4.5K
Morgan Stanley
23
Morgan Stanley
New York
$35
Wells Fargo
24
Wells Fargo
California
$7
CAG
25
Csenge Advisory Group
Florida
-$668K -26,919 Closed

FDEM Hedge Fund Activity: Q2 2024 in Review

22 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Emerging Markets Multifactor ETF (FDEM) for Q2 2024, worth a combined $30M — up 32% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FDEM positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.75M. The largest seller was Osaic Holdings, cutting an estimated $2.69M.

  • 22 institutional investors held Fidelity Emerging Markets Multifactor ETF (FDEM) as of Q2 2024, up from 15 in Q1 2024.
  • Funds reported $30M of Fidelity Emerging Markets Multifactor ETF stock for Q2 2024, up 32% quarter-over-quarter.
  • 9 funds opened new Fidelity Emerging Markets Multifactor ETF positions in Q2 2024 and 2 closed out, a net change of +7 holders.
  • The largest Fidelity Emerging Markets Multifactor ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $2.75M added.
  • The largest Fidelity Emerging Markets Multifactor ETF seller in Q2 2024 was Osaic Holdings, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2024.