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Fidelity US Multifactor ETF

8 hedge funds and large institutions have $6.79M invested in Fidelity US Multifactor ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

74% more capital invested

Capital invested by funds: $3.9M → $6.79M (+$2.89M)

14% more funds holding

Funds holding: 78 (+1)

1.8% more ownership

Funds ownership: 29.78%31.59% (+1.8%)

Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.44M +$697K +29,410 +26%
Citadel Advisors
2
Citadel Advisors
Florida
$831K +$454K +19,140 +122%
AWM
3
Adams Wealth Management
Utah
$686K +$128K +5,395 +23%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$585K +$581K +24,503 New
Osaic Holdings
5
Osaic Holdings
Arizona
$570K +$553K +23,300 +4,236%
EAM
6
Empirical Asset Management
Massachusetts
$545K +$3.06K +129 +0.6%
ASN
7
Advisory Services Network
Georgia
$109K +$109K +4,578 New
UBS Group
8
UBS Group
Switzerland
$15.7K -$1.54K -65 -9%
SL
9
Savior LLC
Massachusetts
-$18K -829 Closed

FLRG Hedge Fund Activity: Q4 2022 in Review

8 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q4 2022, worth a combined $6.79M — up 74% from $3.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FLRG positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $697K. The largest seller was Savior LLC, exiting entirely with an estimated $18K sold.

  • 8 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q4 2022, up from 7 in Q3 2022.
  • Funds reported $6.79M of Fidelity US Multifactor ETF stock for Q4 2022, up 74% quarter-over-quarter.
  • 2 funds opened new Fidelity US Multifactor ETF positions in Q4 2022 and 1 closed out, a net change of +1 holder.
  • The largest Fidelity US Multifactor ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $697K added.
  • The largest Fidelity US Multifactor ETF seller in Q4 2022 was Savior LLC, an estimated $18K sold.

Based on aggregated 13F filings for Q4 2022.