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Fidelity Fundamental Small-Mid Cap ETF
FFSM

Overview Fund Activity

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
–

Top Buyers

1
RA
RFG Advisory
Alabama
+$9.5M
2
MMH
Menora Mivtachim Holdings
Israel
+$2.22M
3
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
+$2.12M
4
AAS
Avantax Advisory Services
Texas
+$877K
5
CJH
Christopher J. Hasenberg
Wisconsin
+$778K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$171M
2
Jane Street
Jane Street
New York
-$19.4M
3
SLWA
San Luis Wealth Advisors
California
-$3.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.01M
5
HF
HRT Financial
New York
-$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
26
Principal Securities
Iowa
$301K +$268K +9,839 +803%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$286K -$2.67K -98 -0.9%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$235K +$235K +8,428 New
Comerica Bank
29
Comerica Bank
Texas
$215K +$5.82K +214 +3%
AQR Capital Management
30
AQR Capital Management
Connecticut
$215K +$215K +7,907 New
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$203K – – –
GWM
32
Geneos Wealth Management
Colorado
$101K +$101K +3,722 New
PWM
33
Provident Wealth Management
Tennessee
$78K +$34K +1,252 +77%
AAS
34
Ameritas Advisory Services
Nebraska
$75.6K +$75.6K +2,780 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$69.8K -$74K -2,722 -51%
BC
36
Bulwark Capital
Florida
$68.9K +$68.9K +2,535 New
UBS Group
37
UBS Group
Switzerland
$68.5K +$68.5K +2,520 New
Osaic Holdings
38
Osaic Holdings
Arizona
$40.8K -$48.9K -1,817 -54%
Morgan Stanley
39
Morgan Stanley
New York
$23.9K +$625 +23 +3%
SWM
40
Spire Wealth Management
Virginia
$15.6K +$15.6K +574 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$11K +$11K +393 New
IA
42
IFP Advisors
Florida
$5.49K +$5.49K +202 New
Raymond James Financial
43
Raymond James Financial
Florida
$2.39K +$2.39K +88 New
FFA
44
Farther Finance Advisors
California
$1.93K – – –
AWM
45
AE Wealth Management
Kansas
$393 -$2.72K -97 -87%
SS
46
Sunbelt Securities
Texas
$14 +$14 +1 New
Jane Street
47
Jane Street
New York
– -$19.4M -768,423 Closed
SLWA
48
San Luis Wealth Advisors
California
– -$3.6M -142,594 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$2.01M -79,804 Closed
HF
50
HRT Financial
New York
– -$571K -22,656 Closed
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