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Fidelity Fundamental Small-Mid Cap ETF

46 hedge funds and large institutions have $614M invested in Fidelity Fundamental Small-Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
18
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$540M -$171M -6,302,178 -24%
KOMWMG
2
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$13.7M +$2.12M +78,094 +18%
EFA
3
Evernest Financial Advisors
Indiana
$11.1M +$322K +11,836 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.91M +$263K +9,664 +3%
RA
5
RFG Advisory
Alabama
$9.5M +$9.5M +349,227 New
MMH
6
Menora Mivtachim Holdings
Israel
$6.19M +$2.22M +81,695 +56%
SWM
7
SK Wealth Management
Rhode Island
$4.26M +$759K +27,282 +22%
WQ
8
Wealth Quarterback
New Jersey
$3.64M -$150K -5,522 -4%
SWA
9
Sax Wealth Advisors
New Jersey
$3.18M +$413K +15,203 +15%
AAS
10
Avantax Advisory Services
Texas
$1.57M +$877K +32,266 +127%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.34M +$177K +6,507 +15%
D
12
Dentgroup
Louisiana
$836K -$137K -5,047 -14%
CJH
13
Christopher J. Hasenberg
Wisconsin
$778K +$778K +28,608 New
KAS
14
Kestra Advisory Services
Texas
$701K +$223K +8,192 +47%
HI
15
Harbour Investments
Wisconsin
$628K +$33.6K +1,235 +6%
Creative Planning
16
Creative Planning
Kansas
$595K +$595K +21,895 New
MWS
17
MFA Wealth Services
California
$572K +$104K +3,812 +22%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$494K +$162K +5,946 +49%
Citadel Advisors
19
Citadel Advisors
Florida
$476K +$476K +17,513 New
Truist Financial
20
Truist Financial
North Carolina
$424K -$18.7K -688 -4%
BEI
21
Benjamin Edwards Inc
Missouri
$359K +$46.8K +1,721 +15%
KPWS
22
Kestra Private Wealth Services
Texas
$354K +$354K +13,026 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$354K -$403K -14,816 -53%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$348K +$2.04K +75 +0.6%
BCA
25
Bay Capital Advisors
Virginia
$322K +$322K +11,856 New