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Fidelity US Multifactor ETF

45 hedge funds and large institutions have $151M invested in Fidelity US Multifactor ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 4445 (+1)

0.33% more ownership

Funds ownership: 57.53%57.86% (+0.33%)

2% less capital invested

Capital invested by funds: $155M → $151M (-$3.84M)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
26
Savvy Advisors Inc
New York
$221K -$23.9K -629 -9%
Jane Street
27
Jane Street
New York
$204K +$211K +5,553 New
RA
28
RFG Advisory
Alabama
$202K +$208K +5,486 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$184K
JP Morgan Chase
30
JP Morgan Chase
New York
$153K +$90.9K +2,392 +130%
UBS Group
31
UBS Group
Switzerland
$63.5K +$30K +789 +84%
HI
32
Harbour Investments
Wisconsin
$53K +$37.7K +992 +222%
EWM
33
Evolution Wealth Management
Florida
$52.8K
SS
34
Sunbelt Securities
Texas
$33.6K +$114 +3 +0.3%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.5K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$18.2K
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$18K -$6.5K -171 -26%
RFP
38
Root Financial Partners
California
$15.3K
NA
39
NewEdge Advisors
Louisiana
$14.9K +$15.4K +405 New
National Bank of Canada
40
National Bank of Canada
Quebec, Canada
$10.5K
HFS
41
Hantz Financial Services
Michigan
$6K +$6.65K +175 New
Q1WB
42
Quest 10 Wealth Builders
Virginia
$4.93K
GWM
43
Geneos Wealth Management
Colorado
$3.99K +$38 +1 +0.9%
Morgan Stanley
44
Morgan Stanley
New York
$52 +$38 +1 New
RCM
45
Raleigh Capital Management
North Carolina
$23 +$38 +1 New
Two Sigma Investments
46
Two Sigma Investments
New York
-$801K -21,100 Closed
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
-$291K -7,657 Closed
SOS
48
Silver Oak Securities
Tennessee
-$210K -5,461 Closed
CAM
49
Clarity Asset Management
Iowa
-$58.1K -1,532 Closed
KCM
50
Key Capital Management
Tennessee
-$10.2K -270 Closed

FLRG Hedge Fund Activity: Q1 2026 in Review

45 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q1 2026, worth a combined $151M — down 2.5% from $155M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLRG positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 12 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $3.58M.

  • 45 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q1 2026, up from 44 in Q4 2025.
  • Funds reported $151M of Fidelity US Multifactor ETF stock for Q1 2026, down 2.5% quarter-over-quarter.
  • 8 funds opened new Fidelity US Multifactor ETF positions in Q1 2026 and 7 closed out, a net change of +1 holder.
  • The largest Fidelity US Multifactor ETF buyer in Q1 2026 was AE Wealth Management, an estimated $6M added.
  • The largest Fidelity US Multifactor ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $3.58M sold.

Based on aggregated 13F filings for Q1 2026.