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Fidelity Fundamental Small-Mid Cap ETF

75 hedge funds and large institutions have $1B invested in Fidelity Fundamental Small-Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.26M
2 -$636K
3 -$636K
4
Jane Street
Jane Street
New York
-$582K
5
Goldman Sachs
Goldman Sachs
New York
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
Buska Wealth Management
Wisconsin
$1.45M
SPC
27
Sigma Planning Corp
Michigan
$1.21M
KAS
28
Kestra Advisory Services
Texas
$977K
HI
29
Harbour Investments
Wisconsin
$756K
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$665K
PWM
31
Pines Wealth Management
North Carolina
$629K
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$574K
BWM
33
BAM Wealth Management
Colorado
$570K
Creative Planning
34
Creative Planning
Kansas
$490K
CW
35
CreativeOne Wealth
Kansas
$477K
BEI
36
Benjamin Edwards Inc
Missouri
$442K
WQ
37
Wealth Quarterback
New Jersey
$423K
Truist Financial
38
Truist Financial
North Carolina
$353K
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$342K
HCM
40
Hicks Capital Management
Ohio
$331K
SWGC
41
Summit Wealth Group (Colorado)
Colorado
$315K
MA
42
Mutual Advisors
Nebraska
$313K
BCA
43
Bay Capital Advisors
Virginia
$312K
FFA
44
Farther Finance Advisors
California
$312K
KPWS
45
Kestra Private Wealth Services
Texas
$310K
Osaic Holdings
46
Osaic Holdings
Arizona
$264K
CCM
47
Cutler Capital Management
Massachusetts
$260K
EFH
48
Eaton Financial Holdings
Florida
$243K
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$218K
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$217K