Fidelity US Multifactor ETF
FLRG
8 hedge funds and large institutions have $916K invested in Fidelity US Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
13.26% less ownership
Funds ownership: 31.59% → 18.33% (-13%)
87% less capital invested
Capital invested by funds: $6.79M → $916K (-$5.87M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$50.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$29.9K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$27.5K |
| 4 |
TF
TimeScale Financial
Danvers,
Massachusetts
|
+$6.99K |
| 5 |
JP Morgan Chase
New York
|
+$560 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$686K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$585K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$559K |
| 4 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$545K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Citadel Advisors
Miami,
Florida
| $807K | -$52.4K | -2,149 | -6% |
|
|
2
UBS Group
Zurich,
Switzerland
| $46.5K | +$29.9K | +1,226 | +187% |
|
|
SS
3
Sunbelt Securities
Houston,
Texas
| $27.6K | +$27.5K | +1,128 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $22.9K | -$559K | -22,924 | -96% |
|
|
TF
5
TimeScale Financial
Danvers,
Massachusetts
| $7.09K | +$6.99K | +287 | New |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $3.62K | +$50.1K | +2,058 | +1% |
|
|
7
JP Morgan Chase
New York
| $1K | +$560 | +23 | New |
|
8
Fidelity Investments
Boston,
Massachusetts
| $25 | +$24 | +1 | New |
|
|
AWM
9
Adams Wealth Management
Logan,
Utah
| – | -$686K | -28,737 | Closed |
|
|
10
Envestnet Asset Management
Chicago,
Illinois
| – | -$585K | -24,503 | Closed |
|
|
EAM
11
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$545K | -22,835 | Closed |
|
|
ASN
12
Advisory Services Network
Atlanta,
Georgia
| – | -$109K | -4,578 | Closed |
|
FLRG Hedge Fund Activity: Q1 2023 in Review
8 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q1 2023, worth a combined $916K — down 87% from $6.79M a quarter earlier.
Fund positioning in FLRG was balanced in Q1 2023: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $50.1K. The largest seller was Adams Wealth Management, exiting entirely with an estimated $686K sold.
- 8 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $916K of Fidelity US Multifactor ETF stock for Q1 2023, down 87% quarter-over-quarter.
- 4 funds opened new Fidelity US Multifactor ETF positions in Q1 2023 and 4 closed out, a net change of 0 holders.
- The largest Fidelity US Multifactor ETF buyer in Q1 2023 was Commonwealth Equity Services, an estimated $50.1K added.
- The largest Fidelity US Multifactor ETF seller in Q1 2023 was Adams Wealth Management, an estimated $686K sold.
Based on aggregated 13F filings for Q1 2023.