Fidelity US Multifactor ETF
FLRG
18 hedge funds and large institutions have $76.3M invested in Fidelity US Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 6 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
116% more capital invested
Capital invested by funds: $35.4M → $76.3M (+$40.9M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
15.29% more ownership
Funds ownership: 30.72% → 46.01% (+15%)
6% more funds holding
Funds holding: 17 → 18 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$35.4M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.84M |
| 3 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
+$2.25M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$1.78M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$760K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$4.79M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$810K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$594K |
| 4 |
FFWA
Forthright Family Wealth Advisory
Houston,
Texas
|
-$252K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$206K |
FLRG Hedge Fund Activity: Q3 2024 in Review
18 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q3 2024, worth a combined $76.3M — up 116% from $35.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FLRG positions and 6 closed out — a net gain of 1 holder — while 7 added to existing stakes and 1 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $35.4M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $4.79M sold.
- 18 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q3 2024, up from 17 in Q2 2024.
- Funds reported $76.3M of Fidelity US Multifactor ETF stock for Q3 2024, up 116% quarter-over-quarter.
- 7 funds opened new Fidelity US Multifactor ETF positions in Q3 2024 and 6 closed out, a net change of +1 holder.
- The largest Fidelity US Multifactor ETF buyer in Q3 2024 was AE Wealth Management, an estimated $35.4M added.
- The largest Fidelity US Multifactor ETF seller in Q3 2024 was Sowell Financial Services, an estimated $4.79M sold.
Based on aggregated 13F filings for Q3 2024.