Fidelity Fundamental Small-Mid Cap ETF
FFSM
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.
420% more capital invested
Capital invested by funds: $27M → $140M (+$113M)
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
106.98% more ownership
Funds ownership: 29.45% → 136.42% (+107%)
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
23% more funds holding
Funds holding: 22 → 27 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$114M |
| 2 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
+$2.64M |
| 3 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$1.5M |
| 4 |
Goldman Sachs
New York
|
+$1.17M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.44M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$431K |
| 3 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$201K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$138K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
26
Provident Wealth Management
Brentwood,
Tennessee
| $5K | +$5.2K | +186 | New |
|
|
SS
27
Sunbelt Securities
Houston,
Texas
| $14 | – | – | – |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$431K | -15,692 | Closed |
|
29
AssetMark Inc
Concord,
California
| – | -$13.4K | -488 | Closed |
|
|
MFA
30
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$2 | -54 | Closed |
|
|
AWM
31
Abound Wealth Management
Franklin,
Tennessee
| – | -$249 | -9 | Closed |
|
FFSM Hedge Fund Activity: Q4 2024 in Review
27 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q4 2024, worth a combined $140M — up 420% from $27M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FFSM positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $114M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.44M.
- 27 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q4 2024, up from 22 in Q3 2024.
- Funds reported $140M of Fidelity Fundamental Small-Mid Cap ETF stock for Q4 2024, up 420% quarter-over-quarter.
- 9 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q4 2024 and 4 closed out, a net change of +5 holders.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q4 2024 was Fidelity Investments, an estimated $114M added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $1.44M sold.
Based on aggregated 13F filings for Q4 2024.