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Fidelity US Multifactor ETF
FLRG

14 hedge funds and large institutions have $34.2M invested in Fidelity US Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more capital invested

Capital invested by funds: $10.5M → $34.2M (+$23.7M)

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

40% more funds holding

Funds holding: 10 → 14 (+4)

14.11% more ownership

Funds ownership: 18.84% → 32.95% (+14%)

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$17.3M
2
SFS
Sowell Financial Services
Arkansas
+$1.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.47M
4
CAN
Cetera Advisor Networks
California
+$1.43M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.06M
2
Goldman Sachs
Goldman Sachs
New York
-$1.01M
3
AWA
Arkadios Wealth Advisors
Georgia
-$16.6K
4
Morgan Stanley
Morgan Stanley
New York
-$29
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$26.2M +$17.3M +597,425 +229%
SFS
2
Sowell Financial Services
Arkansas
$1.69M +$1.6M +55,203 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.55M +$1.47M +50,650 New
CAN
4
Cetera Advisor Networks
California
$1.5M +$1.43M +49,247 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.12M +$1.07M +36,838 New
AWA
6
Arkadios Wealth Advisors
Georgia
$750K -$16.6K -572 -2%
WIA
7
World Investment Advisors
California
$629K +$203K +7,000 +51%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$317K +$301K +10,383 New
Jane Street
9
Jane Street
New York
$302K +$287K +9,899 New
Osaic Holdings
10
Osaic Holdings
Arizona
$60K +$34.3K +1,183 +151%
SS
11
Sunbelt Securities
Texas
$34.9K +$116 +4 +0.4%
PS
12
Principal Securities
Iowa
$31K +$87 +3 +0.3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$16.1K +$15.3K +526 +52,600%
Morgan Stanley
14
Morgan Stanley
New York
$43 -$29 -1 -50%
Citadel Advisors
15
Citadel Advisors
Florida
– -$1.06M -37,959 Closed
Goldman Sachs
16
Goldman Sachs
New York
– -$1.01M -36,247 Closed

FLRG Hedge Fund Activity: Q1 2024 in Review

14 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q1 2024, worth a combined $34.2M — up 226% from $10.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FLRG positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $17.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.06M sold.

  • 14 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q1 2024, up from 10 in Q4 2023.
  • Funds reported $34.2M of Fidelity US Multifactor ETF stock for Q1 2024, up 226% quarter-over-quarter.
  • 6 funds opened new Fidelity US Multifactor ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
  • The largest Fidelity US Multifactor ETF buyer in Q1 2024 was Commonwealth Equity Services, an estimated $17.3M added.
  • The largest Fidelity US Multifactor ETF seller in Q1 2024 was Citadel Advisors, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2024.