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Fidelity Emerging Markets Multifactor ETF

26 hedge funds and large institutions have $32M invested in Fidelity Emerging Markets Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

18% more funds holding

Funds holding: 2226 (+4)

7% more capital invested

Capital invested by funds: $30M → $32M (+$1.98M)

8.14% less ownership

Funds ownership: 45.08%36.94% (-8.1%)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$20.5M +$2.25M +86,704 +13%
SS
2
Sunbelt Securities
Texas
$2.25M +$92.3K +3,560 +4%
MWA
3
Merkkuri Wealth Advisors
New York
$1.65M +$196K +7,571 +14%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.06M +$930K +35,889 +1,151%
KAS
5
Kestra Advisory Services
Texas
$1.01M -$69.1K -2,665 -7%
ML
6
McAdam LLC
Pennsylvania
$908K +$870K +33,567 New
Goldman Sachs
7
Goldman Sachs
New York
$867K +$831K +32,054 New
Jane Street
8
Jane Street
New York
$603K -$1.01M -38,875 -64%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$418K +$160K +6,184 +67%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$399K +$48.2K +1,858 +14%
NIWA
11
New Insight Wealth Advisors
California
$399K -$13.6K -523 -3%
FFA
12
Farther Finance Advisors
California
$345K +$71.1K +2,743 +27%
WA
13
Waverly Advisors
Alabama
$325K +$311K +12,000 New
D
14
Dentgroup
Louisiana
$306K -$1.07M -41,461 -79%
JP Morgan Chase
15
JP Morgan Chase
New York
$300K -$1.07M -41,229 -79%
MML Investors Services
16
MML Investors Services
Massachusetts
$274K +$21.7K +836 +9%
HI
17
Harbour Investments
Wisconsin
$88.7K +$8.74K +337 +11%
Morgan Stanley
18
Morgan Stanley
New York
$86.4K +$82.7K +3,192 +319,200%
Comerica Bank
19
Comerica Bank
Texas
$43.6K +$41.7K +1,610 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$30K +$17.3K +668 +152%
LFG
21
Larson Financial Group
Missouri
$26K +$24.9K +961 New
GJIA
22
Glass Jacobson Investment Advisors
Maryland
$14.8K +$14.2K +548 New
LOIP
23
Live Oak Investment Partners
Texas
$11.7K
CA
24
CoreCap Advisors
Michigan
$11.4K +$10.9K +420 New
CAM
25
Clarity Asset Management
Iowa
$8.21K +$78 +3 +1%

FDEM Hedge Fund Activity: Q3 2024 in Review

26 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Emerging Markets Multifactor ETF (FDEM) for Q3 2024, worth a combined $32M — up 6.6% from $30M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDEM positions and 4 closed out — a net gain of 4 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.25M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.3M sold.

  • 26 institutional investors held Fidelity Emerging Markets Multifactor ETF (FDEM) as of Q3 2024, up from 22 in Q2 2024.
  • Funds reported $32M of Fidelity Emerging Markets Multifactor ETF stock for Q3 2024, up 6.6% quarter-over-quarter.
  • 8 funds opened new Fidelity Emerging Markets Multifactor ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Fidelity Emerging Markets Multifactor ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $2.25M added.
  • The largest Fidelity Emerging Markets Multifactor ETF seller in Q3 2024 was Old Mission Capital, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2024.