We are live on ! Find out more
FLRG icon

Fidelity US Multifactor ETF

45 hedge funds and large institutions have $151M invested in Fidelity US Multifactor ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$77.3M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$27.8M
BM
3
Berman McAleer
Maryland
$11.9M
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.65M
ASN
5
Advisory Services Network
Georgia
$6.04M
CWA
6
Centennial Wealth Advisory
Michigan
$3.11M
KAS
7
Kestra Advisory Services
Texas
$2.66M
WWM
8
Western Wealth Management
Colorado
$2.65M
PS
9
Principal Securities
Iowa
$1.91M
Osaic Holdings
10
Osaic Holdings
Arizona
$1.32M
WIA
11
World Investment Advisors
California
$1.15M
Raymond James Financial
12
Raymond James Financial
Florida
$1.07M
SA
13
Sovran Advisors
California
$1.07M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$846K
Fidelity Investments
15
Fidelity Investments
Massachusetts
$791K
Citadel Advisors
16
Citadel Advisors
Florida
$590K
LPL Financial
17
LPL Financial
California
$510K
CW
18
CreativeOne Wealth
Kansas
$453K
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$393K
WN
20
Williams & Novak
California
$371K
KPWS
21
Kestra Private Wealth Services
Texas
$363K
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$313K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$299K
MA
24
Mutual Advisors
Nebraska
$281K
HPWM
25
High Point Wealth Management
New Jersey
$229K