We are live on ! Find out more
FLRG icon

Fidelity US Multifactor ETF
FLRG

46 hedge funds and large institutions have $153M invested in Fidelity US Multifactor ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

24% more funds holding

Funds holding: 37 → 46 (+9)

24% more capital invested

Capital invested by funds: $124M → $153M (+$29.2M)

2.34% more ownership

Funds ownership: 53.03% → 55.37% (+2.3%)

Holders
46
Holders Change
+9
Holders Change %
+24.32%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$9.54M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.47M
3
Citadel Advisors
Citadel Advisors
Florida
+$906K
4
KAS
Kestra Advisory Services
Texas
+$520K
5
CW
CreativeOne Wealth
Kansas
+$500K

Top Sellers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
-$1.88M
2
Goldman Sachs
Goldman Sachs
New York
-$1.23M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.12M
4
ASN
Advisory Services Network
Georgia
-$567K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$299K +$291K +7,862 New
HFA
27
High Falls Advisors
New York
$272K +$19.8K +536 +8%
KPWS
28
Kestra Private Wealth Services
Texas
$258K +$248K +6,704 New
SAI
29
Savvy Advisors Inc
New York
$255K +$245K +6,635 New
D
30
Dentgroup
Louisiana
$241K +$4.03K +109 +2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$238K -$274K -7,401 -54%
SOS
32
Silver Oak Securities
Tennessee
$214K +$205K +5,559 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$192K – – –
CAM
34
Clarity Asset Management
Iowa
$58.6K +$148 +4 +0.3%
EWM
35
Evolution Wealth Management
Florida
$55.2K +$6.65K +180 +14%
UBS Group
36
UBS Group
Switzerland
$44.4K +$42.7K +1,156 New
SS
37
Sunbelt Securities
Texas
$34.8K +$333 +9 +1%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.6K – – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$19K +$18.3K +495 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$18.8K +$1.85K +50 +11%
HI
41
Harbour Investments
Wisconsin
$17.2K – – –
RFP
42
Root Financial Partners
California
$16K +$15.3K +415 New
Q1WB
43
Quest 10 Wealth Builders
Virginia
$5.61K – – –
GWM
44
Geneos Wealth Management
Colorado
$4.14K +$3.99K +108 New
TWC
45
TD Waterhouse Canada
Ontario, Canada
$3.85K – – –
Morgan Stanley
46
Morgan Stanley
New York
$49 – – –
IA
47
IFP Advisors
Florida
– -$1.88M -52,331 Closed
BCMLT
48
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$43.3K -1,205 Closed
TPWA
49
Twin Peaks Wealth Advisors
California
– -$8.02K -217 Closed
1
2

FLRG Hedge Fund Activity: Q3 2025 in Review

46 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q3 2025, worth a combined $153M — up 24% from $124M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FLRG positions and 3 closed out — a net gain of 9 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $9.54M. The largest seller was IFP Advisors, exiting entirely with an estimated $1.88M sold.

  • 46 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $153M of Fidelity US Multifactor ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 12 funds opened new Fidelity US Multifactor ETF positions in Q3 2025 and 3 closed out, a net change of +9 holders.
  • The largest Fidelity US Multifactor ETF buyer in Q3 2025 was AE Wealth Management, an estimated $9.54M added.
  • The largest Fidelity US Multifactor ETF seller in Q3 2025 was IFP Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2025.