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Fidelity US Multifactor ETF
FLRG

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
1
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$36.9M
2
IA
IFP Advisors
Florida
$2.96M
3
CWA
Centennial Wealth Advisory
Michigan
$2.34M
4
WWM
Western Wealth Management
Colorado
$1.86M
5
Osaic Holdings
Osaic Holdings
Arizona
$842K

Top Sellers

1
SFS
Sowell Financial Services
Arkansas
$0
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
FFWA
Forthright Family Wealth Advisory
Texas
$0
5
AWA
Arkadios Wealth Advisors
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$36.9M +$36.9M +1,089,674 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$27.6M -$51.2K -1,511 -0.2%
IA
3
IFP Advisors
Florida
$2.96M +$2.96M +87,291 New
CWA
4
Centennial Wealth Advisory
Michigan
$2.34M +$2.34M +69,168 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.86M +$126K +3,734 +7%
WWM
6
Western Wealth Management
Colorado
$1.86M +$1.86M +54,917 New
Osaic Holdings
7
Osaic Holdings
Arizona
$842K +$792K +23,390 +1,576%
WIA
8
World Investment Advisors
California
$694K – – –
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$560K +$44.8K +1,323 +9%
LPL Financial
10
LPL Financial
California
$290K +$290K +8,568 New
Fidelity Investments
11
Fidelity Investments
Massachusetts
$156K +$115K +3,396 +283%
UBS Group
12
UBS Group
Switzerland
$74K +$73.3K +2,166 +10,830%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$45.6K +$45.6K +1,347 New
SS
14
Sunbelt Securities
Texas
$39K +$169 +5 +0.4%
PS
15
Principal Securities
Iowa
$34.6K +$102 +3 +0.3%
HI
16
Harbour Investments
Wisconsin
$34.1K +$34.1K +1,008 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$14.8K – – –
Morgan Stanley
18
Morgan Stanley
New York
$43 – – –
SFS
19
Sowell Financial Services
Arkansas
– -$4.79M -151,810 Closed
Citadel Advisors
20
Citadel Advisors
Florida
– -$810K -25,647 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
– -$594K -18,822 Closed
FFWA
22
Forthright Family Wealth Advisory
Texas
– -$252K -7,978 Closed
AWA
23
Arkadios Wealth Advisors
Georgia
– -$206K -6,522 Closed
IAIM
24
International Assets Investment Management
Florida
– -$18.4K -584 Closed