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Fidelity US Multifactor ETF

44 hedge funds and large institutions have $155M invested in Fidelity US Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

2.17% more ownership

Funds ownership: 55.37%57.53% (+2.2%)

1% more capital invested

Capital invested by funds: $153M → $155M (+$1.92M)

4% less funds holding

Funds holding: 4644 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
19
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$73.7M +$5.82M +152,865 +9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.2M -$397K -10,424 -1%
BM
3
Berman McAleer
Maryland
$11.1M +$553K +14,518 +5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$10.5M +$737K +19,364 +8%
ASN
5
Advisory Services Network
Georgia
$8.45M +$158K +4,159 +2%
CWA
6
Centennial Wealth Advisory
Michigan
$3.25M +$129K +3,384 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.01M +$106K +2,798 +6%
KAS
8
Kestra Advisory Services
Texas
$1.93M +$310K +8,139 +19%
PS
9
Principal Securities
Iowa
$1.89M +$102K +2,681 +6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.62M +$67.4K +1,771 +4%
Citadel Advisors
11
Citadel Advisors
Florida
$1.23M +$3.62K +95 +0.3%
WIA
12
World Investment Advisors
California
$1.19M -$94.4K -2,481 -7%
Raymond James Financial
13
Raymond James Financial
Florida
$1.06M +$515K +13,541 +93%
SA
14
Sovran Advisors
California
$995K +$43.3K +1,137 +5%
Two Sigma Investments
15
Two Sigma Investments
New York
$801K -$681K -17,900 -46%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$687K +$260K +6,836 +61%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$623K -$145K -3,814 -19%
LPL Financial
18
LPL Financial
California
$510K -$84.2K -2,212 -14%
CW
19
CreativeOne Wealth
Kansas
$501K -$11.9K -314 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$465K -$1.05M -27,663 -69%
WN
21
Williams & Novak
California
$353K +$44.9K +1,181 +15%
MA
22
Mutual Advisors
Nebraska
$299K +$951 +25 +0.3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$291K +$55.6K +1,461 +24%
KPWS
24
Kestra Private Wealth Services
Texas
$254K
SAI
25
Savvy Advisors Inc
New York
$252K

FLRG Hedge Fund Activity: Q4 2025 in Review

44 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q4 2025, worth a combined $155M — up 1.3% from $153M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FLRG and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 19 added.

The largest buyer was AE Wealth Management, adding an estimated $5.82M. The largest seller was Susquehanna International Group, cutting an estimated $1.05M.

  • 44 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q4 2025, down from 46 in Q3 2025.
  • Funds reported $155M of Fidelity US Multifactor ETF stock for Q4 2025, up 1.3% quarter-over-quarter.
  • 4 funds opened new Fidelity US Multifactor ETF positions in Q4 2025 and 6 closed out, a net change of -2 holders.
  • The largest Fidelity US Multifactor ETF buyer in Q4 2025 was AE Wealth Management, an estimated $5.82M added.
  • The largest Fidelity US Multifactor ETF seller in Q4 2025 was Susquehanna International Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2025.