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Fidelity US Multifactor ETF

36 hedge funds and large institutions have $123M invested in Fidelity US Multifactor ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$55.1M +$7.63M +212,159 +16%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.1M -$46.7K -1,298 -0.2%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$9.05M +$250K +6,903 +3%
ASN
4
Advisory Services Network
Georgia
$8.48M +$1.42M +39,036 +20%
CWA
5
Centennial Wealth Advisory
Michigan
$2.86M +$182K +5,073 +7%
IA
6
IFP Advisors
Florida
$1.88M +$21.3K +593 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.74M +$120K +3,326 +7%
Two Sigma Investments
8
Two Sigma Investments
New York
$1.56M +$176K +4,900 +13%
PS
9
Principal Securities
Iowa
$1.56M +$1.49M +41,513 +2,215%
Goldman Sachs
10
Goldman Sachs
New York
$1.49M -$255K -7,099 -15%
WIA
11
World Investment Advisors
California
$1.26M +$122K +3,400 +11%
KAS
12
Kestra Advisory Services
Texas
$1.03M +$750K +20,871 +268%
SPC
13
Sigma Planning Corp
Michigan
$851K -$45.9K -1,277 -5%
SA
14
Sovran Advisors
California
$783K +$82.9K +2,314 +12%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$743K +$566K +15,738 +319%
LPL Financial
16
LPL Financial
California
$730K +$339K +9,434 +87%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$727K +$47K +1,307 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$637K -$457K -13,512 -42%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$489K +$236K +6,569 +93%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$389K +$55.5K +1,543 +17%
Raymond James Financial
21
Raymond James Financial
Florida
$307K +$307K +8,538 New
Citadel Advisors
22
Citadel Advisors
Florida
$283K -$134K -3,722 -32%
HFA
23
High Falls Advisors
New York
$235K +$235K +6,533 New
WN
24
Williams & Novak
California
$224K +$224K +6,231 New
D
25
Dentgroup
Louisiana
$221K +$221K +6,159 New