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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
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
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$38.8M +$1.94M +57,312 +5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.9M +$1.27M +37,477 +5%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.6M +$7.6M +224,840 New
CWA
4
Centennial Wealth Advisory
Michigan
$2.35M +$14.4K +427 +0.6%
IA
5
IFP Advisors
Florida
$2.33M -$621K -18,379 -21%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.99M +$131K +3,883 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.58M +$736K +21,779 +88%
Citadel Advisors
8
Citadel Advisors
Florida
$1.12M +$1.12M +33,122 New
SPC
9
Sigma Planning Corp
Michigan
$877K +$877K +25,934 New
WIA
10
World Investment Advisors
California
$693K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$676K +$676K +20,006 New
SA
12
Sovran Advisors
California
$663K +$663K +19,409 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$653K +$93.8K +2,772 +17%
Goldman Sachs
14
Goldman Sachs
New York
$441K +$441K +13,033 New
LPL Financial
15
LPL Financial
California
$290K
Fidelity Investments
16
Fidelity Investments
Massachusetts
$216K +$60.8K +1,799 +39%
WBC
17
West Branch Capital
Massachusetts
$93.3K +$93.3K +2,760 New
PS
18
Principal Securities
Iowa
$63.4K +$28.8K +853 +84%
SS
19
Sunbelt Securities
Texas
$30.4K -$8.72K -257 -22%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$14.9K
Q1WB
21
Quest 10 Wealth Builders
Virginia
$5.44K +$5.44K +161 New
Morgan Stanley
22
Morgan Stanley
New York
$73 +$37 +1 +100%
WWM
23
Western Wealth Management
Colorado
-$1.86M -54,917 Closed
UBS Group
24
UBS Group
Switzerland
-$74K -2,186 Closed
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
-$45.6K -1,347 Closed