Fidelity US Multifactor ETF
FLRG
10 hedge funds and large institutions have $10.5M invested in Fidelity US Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
100% more funds holding
Funds holding: 5 → 10 (+5)
66% more capital invested
Capital invested by funds: $6.3M → $10.5M (+$4.18M)
1.22% more ownership
Funds ownership: 17.62% → 18.84% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.34M |
| 2 |
Goldman Sachs
New York
|
+$957K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$664K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$359K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $7.26M | +$1.34M | +50,823 | +24% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.06M | +$95K | +3,599 | +10% |
|
|
3
Goldman Sachs
New York
| $1.01M | +$957K | +36,247 | New |
|
|
AWA
4
Arkadios Wealth Advisors
Atlanta,
Georgia
| $699K | +$664K | +25,140 | New |
|
|
WIA
5
World Investment Advisors
Santa Barbara,
California
| $378K | +$359K | +13,600 | New |
|
|
SS
6
Sunbelt Securities
Houston,
Texas
| $31.7K | +$79 | +3 | +0.3% |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| $28.1K | +$26.7K | +1,011 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $21.8K | – | – | – |
|
9
Morgan Stanley
New York
| $82 | +$53 | +2 | New |
|
10
Fidelity Investments
Boston,
Massachusetts
| $28 | +$26 | +1 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$6.77K | -265 | Closed |
|
FLRG Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q4 2023, worth a combined $10.5M — up 66% from $6.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FLRG positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.34M. The largest seller was UBS Group, exiting entirely with an estimated $6.77K sold.
- 10 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $10.5M of Fidelity US Multifactor ETF stock for Q4 2023, up 66% quarter-over-quarter.
- 6 funds opened new Fidelity US Multifactor ETF positions in Q4 2023 and 1 closed out, a net change of +5 holders.
- The largest Fidelity US Multifactor ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $1.34M added.
- The largest Fidelity US Multifactor ETF seller in Q4 2023 was UBS Group, an estimated $6.77K sold.
Based on aggregated 13F filings for Q4 2023.