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Fidelity US Multifactor ETF

46 hedge funds and large institutions have $153M invested in Fidelity US Multifactor ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

24% more funds holding

Funds holding: 3746 (+9)

24% more capital invested

Capital invested by funds: $124M → $153M (+$29.2M)

2.34% more ownership

Funds ownership: 53.03%55.37% (+2.3%)

Holders
46
Holders Change
+9
Holders Change %
+24.32%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$68.8M +$9.54M +258,031 +17%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$31M -$1.12M -30,383 -4%
BM
3
Berman McAleer
Maryland
$10.6M +$10.2M +276,840 New
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$9.75M +$150K +4,055 +2%
ASN
5
Advisory Services Network
Georgia
$8.4M -$567K -15,348 -7%
CWA
6
Centennial Wealth Advisory
Michigan
$3.16M +$98.4K +2,663 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.88M +$214K +5,793 +13%
PS
8
Principal Securities
Iowa
$1.81M +$137K +3,720 +9%
KAS
9
Kestra Advisory Services
Texas
$1.64M +$520K +14,073 +49%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.57M -$276K -7,459 -15%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.53M +$1.47M +39,909 New
Two Sigma Investments
12
Two Sigma Investments
New York
$1.5M -$163K -4,400 -10%
WIA
13
World Investment Advisors
California
$1.3M -$40.5K -1,096 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$1.25M +$906K +24,523 +312%
JP Morgan Chase
15
JP Morgan Chase
New York
$954K +$153K +4,150 +20%
SA
16
Sovran Advisors
California
$944K +$109K +2,948 +13%
SPC
17
Sigma Planning Corp
Michigan
$859K -$49.1K -1,329 -6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$777K +$74 +2 +0%
LPL Financial
19
LPL Financial
California
$601K -$173K -4,673 -23%
Raymond James Financial
20
Raymond James Financial
Florida
$558K +$221K +5,982 +70%
CW
21
CreativeOne Wealth
Kansas
$520K +$500K +13,525 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$434K +$16.6K +449 +4%
Jane Street
23
Jane Street
New York
$404K +$389K +10,515 New
WN
24
Williams & Novak
California
$312K +$69.7K +1,887 +30%
Goldman Sachs
25
Goldman Sachs
New York
$310K -$1.23M -33,395 -81%

FLRG Hedge Fund Activity: Q3 2025 in Review

46 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q3 2025, worth a combined $153M — up 24% from $124M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FLRG positions and 3 closed out — a net gain of 9 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $9.54M. The largest seller was IFP Advisors, exiting entirely with an estimated $1.88M sold.

  • 46 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $153M of Fidelity US Multifactor ETF stock for Q3 2025, up 24% quarter-over-quarter.
  • 12 funds opened new Fidelity US Multifactor ETF positions in Q3 2025 and 3 closed out, a net change of +9 holders.
  • The largest Fidelity US Multifactor ETF buyer in Q3 2025 was AE Wealth Management, an estimated $9.54M added.
  • The largest Fidelity US Multifactor ETF seller in Q3 2025 was IFP Advisors, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2025.