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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

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

32% more funds holding

Funds holding: 2229 (+7)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

14% more capital invested

Capital invested by funds: $89.3M → $102M (+$12.2M)

3.45% more ownership

Funds ownership: 46.76%50.21% (+3.5%)

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
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$43.8M +$5.93M +172,354 +15%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$27.8M -$544K -15,809 -2%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$8.07M +$633K +18,399 +8%
ASN
4
Advisory Services Network
Georgia
$6.46M +$6.7M +194,893 New
CWA
5
Centennial Wealth Advisory
Michigan
$2.47M +$169K +4,917 +7%
IA
6
IFP Advisors
Florida
$1.72M -$591K -17,174 -25%
Goldman Sachs
7
Goldman Sachs
New York
$1.61M +$1.22M +35,532 +273%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.49M -$478K -13,907 -24%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.28M +$1.32M +38,500 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.07M -$492K -14,306 -31%
WIA
11
World Investment Advisors
California
$1.05M +$379K +11,025 +54%
SPC
12
Sigma Planning Corp
Michigan
$827K -$33.8K -983 -4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$674K +$10.7K +312 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$627K -$13.6K -396 -2%
SA
15
Sovran Advisors
California
$615K +$4.44K +129 +0.7%
Citadel Advisors
16
Citadel Advisors
Florida
$384K -$741K -21,535 -65%
LPL Financial
17
LPL Financial
California
$361K +$79.4K +2,309 +27%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$308K +$99.5K +2,894 +45%
KAS
19
Kestra Advisory Services
Texas
$258K +$268K +7,794 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$233K +$242K +7,028 New
SFS
21
Sowell Financial Services
Arkansas
$208K +$216K +6,272 New
JP Morgan Chase
22
JP Morgan Chase
New York
$164K +$170K +4,934 New
PS
23
Principal Securities
Iowa
$63.4K
SS
24
Sunbelt Securities
Texas
$29.8K +$138 +4 +0.4%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$14.6K

FLRG Hedge Fund Activity: Q1 2025 in Review

29 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q1 2025, worth a combined $102M — up 14% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FLRG positions and 2 closed out — a net gain of 7 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $6.7M. The largest seller was Citadel Advisors, cutting an estimated $741K.

  • 29 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q1 2025, up from 22 in Q4 2024.
  • Funds reported $102M of Fidelity US Multifactor ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 9 funds opened new Fidelity US Multifactor ETF positions in Q1 2025 and 2 closed out, a net change of +7 holders.
  • The largest Fidelity US Multifactor ETF buyer in Q1 2025 was Advisory Services Network, an estimated $6.7M added.
  • The largest Fidelity US Multifactor ETF seller in Q1 2025 was Citadel Advisors, an estimated $741K sold.

Based on aggregated 13F filings for Q1 2025.