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Fidelity US Multifactor ETF

44 hedge funds and large institutions have $155M invested in Fidelity US Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

2.17% more ownership

Funds ownership: 55.37%57.53% (+2.2%)

1% more capital invested

Capital invested by funds: $153M → $155M (+$1.92M)

4% less funds holding

Funds holding: 4644 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
26
High Point Wealth Management
New Jersey
$235K +$236K +6,200 New
SOS
27
Silver Oak Securities
Tennessee
$210K -$3.73K -98 -2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$190K
JP Morgan Chase
29
JP Morgan Chase
New York
$70.1K -$874K -22,976 -93%
CAM
30
Clarity Asset Management
Iowa
$58.1K +$304 +8 +0.5%
EWM
31
Evolution Wealth Management
Florida
$54.5K
UBS Group
32
UBS Group
Switzerland
$35.6K -$8.33K -219 -19%
SS
33
Sunbelt Securities
Texas
$34.5K +$190 +5 +0.6%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$25.1K +$6.51K +171 +35%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.3K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$19K
HI
37
Harbour Investments
Wisconsin
$17K
RFP
38
Root Financial Partners
California
$15.7K
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$10.8K +$10.8K +285 New
KCM
40
Key Capital Management
Tennessee
$10.2K +$10.3K +270 New
Q1WB
41
Quest 10 Wealth Builders
Virginia
$5.08K -$457 -12 -8%
GWM
42
Geneos Wealth Management
Colorado
$4.1K
TWC
43
TD Waterhouse Canada
Ontario, Canada
$3.79K
AF
44
Allworth Financial
California
$514 +$533 +14 New
SPC
45
Sigma Planning Corp
Michigan
-$859K -22,345 Closed
Jane Street
46
Jane Street
New York
-$404K -10,515 Closed
Goldman Sachs
47
Goldman Sachs
New York
-$310K -8,071 Closed
HFA
48
High Falls Advisors
New York
-$272K -7,069 Closed
D
49
Dentgroup
Louisiana
-$241K -6,268 Closed
Morgan Stanley
50
Morgan Stanley
New York
-$49 -1 Closed

FLRG Hedge Fund Activity: Q4 2025 in Review

44 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q4 2025, worth a combined $155M — up 1.3% from $153M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FLRG and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was AE Wealth Management, adding an estimated $5.82M. The largest seller was Susquehanna International Group, cutting an estimated $1.05M.

  • 44 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q4 2025, down from 46 in Q3 2025.
  • Funds reported $155M of Fidelity US Multifactor ETF stock for Q4 2025, up 1.3% quarter-over-quarter.
  • 4 funds opened new Fidelity US Multifactor ETF positions in Q4 2025 and 6 closed out, a net change of -2 holders.
  • The largest Fidelity US Multifactor ETF buyer in Q4 2025 was AE Wealth Management, an estimated $5.82M added.
  • The largest Fidelity US Multifactor ETF seller in Q4 2025 was Susquehanna International Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2025.