We are live on ! Find out more
FLRG icon

Fidelity US Multifactor ETF

22 hedge funds and large institutions have $89.3M invested in Fidelity US Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

22% more funds holding

Funds holding: 1822 (+4)

17% more capital invested

Capital invested by funds: $76.3M → $89.3M (+$13M)

0.75% more ownership

Funds ownership: 46.01%46.76% (+0.75%)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$38.8M +$1.98M +57,312 +5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.9M +$1.3M +37,477 +5%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.6M +$7.79M +224,840 New
CWA
4
Centennial Wealth Advisory
Michigan
$2.35M +$14.8K +427 +0.6%
IA
5
IFP Advisors
Florida
$2.33M -$636K -18,379 -21%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.99M +$134K +3,883 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.58M +$754K +21,779 +88%
Citadel Advisors
8
Citadel Advisors
Florida
$1.12M +$1.15M +33,122 New
SPC
9
Sigma Planning Corp
Michigan
$877K +$898K +25,934 New
WIA
10
World Investment Advisors
California
$693K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$676K +$693K +20,006 New
SA
12
Sovran Advisors
California
$663K +$672K +19,409 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$653K +$96K +2,772 +17%
Goldman Sachs
14
Goldman Sachs
New York
$441K +$451K +13,033 New
LPL Financial
15
LPL Financial
California
$290K
Fidelity Investments
16
Fidelity Investments
Massachusetts
$216K +$62.3K +1,799 +39%
WBC
17
West Branch Capital
Massachusetts
$93.3K +$95.6K +2,760 New
PS
18
Principal Securities
Iowa
$63.4K +$29.5K +853 +84%
SS
19
Sunbelt Securities
Texas
$30.4K -$8.9K -257 -22%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$14.9K
Q1WB
21
Quest 10 Wealth Builders
Virginia
$5.44K +$5.58K +161 New
Morgan Stanley
22
Morgan Stanley
New York
$73 +$35 +1 +100%
WWM
23
Western Wealth Management
Colorado
-$1.86M -54,917 Closed
UBS Group
24
UBS Group
Switzerland
-$74K -2,186 Closed
JP Morgan Chase
25
JP Morgan Chase
New York
-$45.6K -1,347 Closed

FLRG Hedge Fund Activity: Q4 2024 in Review

22 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q4 2024, worth a combined $89.3M — up 17% from $76.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLRG positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $7.79M. The largest seller was Western Wealth Management, exiting entirely with an estimated $1.86M sold.

  • 22 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $89.3M of Fidelity US Multifactor ETF stock for Q4 2024, up 17% quarter-over-quarter.
  • 8 funds opened new Fidelity US Multifactor ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest Fidelity US Multifactor ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $7.79M added.
  • The largest Fidelity US Multifactor ETF seller in Q4 2024 was Western Wealth Management, an estimated $1.86M sold.

Based on aggregated 13F filings for Q4 2024.