Fidelity US Multifactor ETF
FLRG
8 hedge funds and large institutions have $5.95M invested in Fidelity US Multifactor ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
550% more capital invested
Capital invested by funds: $916K → $5.95M (+$5.03M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0.67% more ownership
Funds ownership: 18.33% → 19% (+0.67%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.13M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$823K |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$31.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.56K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$126 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$807K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$45.2K |
| 3 |
JP Morgan Chase
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $4.99M | +$1.13M | +45,052 | +31% |
|
|
SFS
2
Sowell Financial Services
North Little Rock,
Arkansas
| $853K | +$823K | +32,700 | New |
|
|
ACA
3
Aptus Capital Advisors
Fairhope,
Alabama
| $32.6K | +$31.5K | +1,251 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $29.9K | +$5.56K | +221 | +24% |
|
|
SS
5
Sunbelt Securities
Houston,
Texas
| $29.6K | +$126 | +5 | +0.4% |
|
|
TF
6
TimeScale Financial
Danvers,
Massachusetts
| $7.49K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $2.24K | -$45.2K | -1,797 | -95% |
|
8
Fidelity Investments
Boston,
Massachusetts
| $26 | – | – | – |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$807K | -32,665 | Closed |
|
|
10
JP Morgan Chase
New York
| – | -$1K | -23 | Closed |
|
FLRG Hedge Fund Activity: Q2 2023 in Review
8 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q2 2023, worth a combined $5.95M — up 550% from $916K a quarter earlier.
Fund positioning in FLRG was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.13M. The largest seller was Citadel Advisors, exiting entirely with an estimated $807K sold.
- 8 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $5.95M of Fidelity US Multifactor ETF stock for Q2 2023, up 550% quarter-over-quarter.
- 2 funds opened new Fidelity US Multifactor ETF positions in Q2 2023 and 2 closed out, a net change of 0 holders.
- The largest Fidelity US Multifactor ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $1.13M added.
- The largest Fidelity US Multifactor ETF seller in Q2 2023 was Citadel Advisors, an estimated $807K sold.
Based on aggregated 13F filings for Q2 2023.