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Fidelity US Multifactor ETF

37 hedge funds and large institutions have $124M invested in Fidelity US Multifactor ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

260% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 5

28% more funds holding

Funds holding: 2937 (+8)

22% more capital invested

Capital invested by funds: $102M → $124M (+$22.5M)

2.82% more ownership

Funds ownership: 50.21%53.03% (+2.8%)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$55.1M +$7.16M +212,159 +16%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.1M -$43.8K -1,298 -0.2%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$9.05M +$233K +6,903 +3%
ASN
4
Advisory Services Network
Georgia
$8.48M +$1.32M +39,036 +20%
CWA
5
Centennial Wealth Advisory
Michigan
$2.86M +$171K +5,073 +7%
IA
6
IFP Advisors
Florida
$1.88M +$20K +593 +1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.74M +$112K +3,326 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.59M +$404K +11,978 +37%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.56M +$165K +4,900 +13%
PS
10
Principal Securities
Iowa
$1.56M +$1.4M +41,513 +2,215%
Goldman Sachs
11
Goldman Sachs
New York
$1.49M -$240K -7,099 -15%
WIA
12
World Investment Advisors
California
$1.26M +$115K +3,400 +11%
KAS
13
Kestra Advisory Services
Texas
$1.03M +$704K +20,871 +268%
SPC
14
Sigma Planning Corp
Michigan
$851K -$43.1K -1,277 -5%
SA
15
Sovran Advisors
California
$783K +$78.1K +2,314 +12%
JP Morgan Chase
16
JP Morgan Chase
New York
$743K +$531K +15,738 +319%
LPL Financial
17
LPL Financial
California
$730K +$318K +9,434 +87%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$727K +$44.1K +1,307 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$489K +$222K +6,569 +93%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$389K +$52.1K +1,543 +17%
Raymond James Financial
21
Raymond James Financial
Florida
$307K +$288K +8,538 New
Citadel Advisors
22
Citadel Advisors
Florida
$283K -$126K -3,722 -32%
HFA
23
High Falls Advisors
New York
$235K +$221K +6,533 New
WN
24
Williams & Novak
California
$224K +$210K +6,231 New
D
25
Dentgroup
Louisiana
$221K +$208K +6,159 New

FLRG Hedge Fund Activity: Q2 2025 in Review

37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q2 2025, worth a combined $124M — up 22% from $102M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FLRG positions and 3 closed out — a net gain of 8 holders — while 18 added to existing stakes and 5 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.16M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $674K sold.

  • 37 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q2 2025, up from 29 in Q1 2025.
  • Funds reported $124M of Fidelity US Multifactor ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 11 funds opened new Fidelity US Multifactor ETF positions in Q2 2025 and 3 closed out, a net change of +8 holders.
  • The largest Fidelity US Multifactor ETF buyer in Q2 2025 was AE Wealth Management, an estimated $7.16M added.
  • The largest Fidelity US Multifactor ETF seller in Q2 2025 was Susquehanna International Group, an estimated $674K sold.

Based on aggregated 13F filings for Q2 2025.