Fidelity US Multifactor ETF
FLRG
5 hedge funds and large institutions have $6.3M invested in Fidelity US Multifactor ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
6% more capital invested
Capital invested by funds: $5.95M → $6.3M (+$355K)
1.38% less ownership
Funds ownership: 19% → 17.62% (-1.4%)
38% less funds holding
Funds holding: 8 → 5 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$902K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$493K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.7K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$105 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$853K |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$32.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.56K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$26 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $5.37M | +$493K | +18,774 | +10% |
|
|
2
Citadel Advisors
Miami,
Florida
| $878K | +$902K | +34,360 | New |
|
|
SS
3
Sunbelt Securities
Houston,
Texas
| $29K | +$105 | +4 | +0.4% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $20K | -$9.56K | -364 | -32% |
|
|
5
UBS Group
Zurich,
Switzerland
| $6.77K | +$4.7K | +179 | +208% |
|
|
SFS
6
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$853K | -32,700 | Closed |
|
|
ACA
7
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$32.6K | -1,251 | Closed |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| – | -$26 | -1 | Closed |
|
FLRG Hedge Fund Activity: Q3 2023 in Review
5 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q3 2023, worth a combined $6.3M — up 6% from $5.95M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FLRG and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $902K. The largest seller was Sowell Financial Services, exiting entirely with an estimated $853K sold.
- 5 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q3 2023, down from 8 in Q2 2023.
- Funds reported $6.3M of Fidelity US Multifactor ETF stock for Q3 2023, up 6% quarter-over-quarter.
- 1 fund opened new Fidelity US Multifactor ETF positions in Q3 2023 and 3 closed out, a net change of -2 holders.
- The largest Fidelity US Multifactor ETF buyer in Q3 2023 was Citadel Advisors, an estimated $902K added.
- The largest Fidelity US Multifactor ETF seller in Q3 2023 was Sowell Financial Services, an estimated $853K sold.
Based on aggregated 13F filings for Q3 2023.