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Fidelity US Multifactor ETF

29 hedge funds and large institutions have $102M invested in Fidelity US Multifactor ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$43.8M +$5.72M +172,354 +15%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$27.8M -$524K -15,809 -2%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.07M +$610K +18,399 +8%
ASN
4
Advisory Services Network
Georgia
$6.46M +$6.46M +194,893 New
CWA
5
Centennial Wealth Advisory
Michigan
$2.47M +$163K +4,917 +7%
IA
6
IFP Advisors
Florida
$1.72M -$570K -17,174 -25%
Goldman Sachs
7
Goldman Sachs
New York
$1.61M +$1.18M +35,532 +273%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.49M -$461K -13,907 -24%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.28M +$1.28M +38,500 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.07M -$474K -14,306 -31%
WIA
11
World Investment Advisors
California
$1.05M +$366K +11,025 +54%
SPC
12
Sigma Planning Corp
Michigan
$827K -$32.6K -983 -4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$674K +$10.3K +312 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$627K -$13.1K -396 -2%
SA
15
Sovran Advisors
California
$615K +$4.06K +129 +0.7%
Citadel Advisors
16
Citadel Advisors
Florida
$384K -$714K -21,535 -65%
LPL Financial
17
LPL Financial
California
$361K +$76.6K +2,309 +27%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$308K +$96K +2,894 +45%
KAS
19
Kestra Advisory Services
Texas
$258K +$258K +7,794 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$233K +$233K +7,028 New
SFS
21
Sowell Financial Services
Arkansas
$208K +$208K +6,272 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$164K +$164K +4,934 New
PS
23
Principal Securities
Iowa
$63.4K
SS
24
Sunbelt Securities
Texas
$29.8K +$133 +4 +0.4%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$14.6K