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Fidelity Fundamental Small-Mid Cap ETF
FFSM

Overview Fund Activity

27 hedge funds and large institutions have $140M invested in Fidelity Fundamental Small-Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M
2
EFA
Evernest Financial Advisors
Indiana
+$2.54M
3
SWA
Sax Wealth Advisors
New Jersey
+$1.44M
4
Goldman Sachs
Goldman Sachs
New York
+$1.12M
5
KAS
Kestra Advisory Services
Texas
+$327K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$431K
3
SLWA
San Luis Wealth Advisors
California
-$193K
4
Truist Financial
Truist Financial
North Carolina
-$132K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Provident Wealth Management
Tennessee
$5K +$5K +186 New
SS
27
Sunbelt Securities
Texas
$14 – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
– -$431K -15,692 Closed
AssetMark Inc
29
AssetMark Inc
California
– -$13.4K -488 Closed
MFA
30
McClarren Financial Advisors
Pennsylvania
– -$2 -54 Closed
AWM
31
Abound Wealth Management
Tennessee
– -$249 -9 Closed
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