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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

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 4445 (+1)

0.33% more ownership

Funds ownership: 57.53%57.86% (+0.33%)

2% less capital invested

Capital invested by funds: $155M → $151M (-$3.84M)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$77.3M +$6M +158,006 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$27.8M -$1.55M -40,918 -5%
BM
3
Berman McAleer
Maryland
$11.9M +$1.2M +31,593 +11%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.65M -$3.58M -94,347 -34%
ASN
5
Advisory Services Network
Georgia
$6.04M -$2.22M -58,497 -26%
CWA
6
Centennial Wealth Advisory
Michigan
$3.11M -$43.9K -1,156 -1%
KAS
7
Kestra Advisory Services
Texas
$2.66M +$810K +21,337 +42%
WWM
8
Western Wealth Management
Colorado
$2.65M +$2.74M +72,037 New
PS
9
Principal Securities
Iowa
$1.91M +$84K +2,212 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.32M -$648K -17,073 -32%
WIA
11
World Investment Advisors
California
$1.15M
Raymond James Financial
12
Raymond James Financial
Florida
$1.07M +$43.1K +1,136 +4%
SA
13
Sovran Advisors
California
$1.07M +$34.5K +909 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$846K +$251K +6,600 +40%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$791K +$128K +3,373 +19%
Citadel Advisors
16
Citadel Advisors
Florida
$590K -$625K -16,449 -51%
LPL Financial
17
LPL Financial
California
$510K +$16.1K +423 +3%
CW
18
CreativeOne Wealth
Kansas
$453K -$34K -894 -7%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$393K -$1.21M -31,944 -75%
WN
20
Williams & Novak
California
$371K +$27.7K +730 +8%
KPWS
21
Kestra Private Wealth Services
Texas
$363K +$120K +3,172 +47%
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$313K +$323K +8,502 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$299K -$156K -4,116 -34%
MA
24
Mutual Advisors
Nebraska
$281K -$9.27K -244 -3%
HPWM
25
High Point Wealth Management
New Jersey
$229K +$912 +24 +0.4%

FLRG Hedge Fund Activity: Q1 2026 in Review

45 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity US Multifactor ETF (FLRG) for Q1 2026, worth a combined $151M — down 2.5% from $155M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLRG positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 12 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $3.58M.

  • 45 institutional investors held Fidelity US Multifactor ETF (FLRG) as of Q1 2026, up from 44 in Q4 2025.
  • Funds reported $151M of Fidelity US Multifactor ETF stock for Q1 2026, down 2.5% quarter-over-quarter.
  • 8 funds opened new Fidelity US Multifactor ETF positions in Q1 2026 and 7 closed out, a net change of +1 holder.
  • The largest Fidelity US Multifactor ETF buyer in Q1 2026 was AE Wealth Management, an estimated $6M added.
  • The largest Fidelity US Multifactor ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $3.58M sold.

Based on aggregated 13F filings for Q1 2026.