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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, 19 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

21% more funds holding

Funds holding: 3846 (+8)

1.65% less ownership

Funds ownership: 90.23%88.57% (-1.7%)

17% less capital invested

Capital invested by funds: $736M → $614M (-$122M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
0.61%
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
19
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
26
Principal Securities
Iowa
$301K +$251K +9,839 +803%
Osaic Holdings
27
Osaic Holdings
Arizona
$300K +$196K +7,687 +231%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$286K -$2.5K -98 -0.9%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$235K +$215K +8,428 New
Comerica Bank
30
Comerica Bank
Texas
$215K +$5.46K +214 +3%
AQR Capital Management
31
AQR Capital Management
Connecticut
$215K +$202K +7,907 New
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$203K
GWM
33
Geneos Wealth Management
Colorado
$101K +$95K +3,722 New
PWM
34
Provident Wealth Management
Tennessee
$78K +$31.9K +1,252 +77%
AAS
35
Ameritas Advisory Services
Nebraska
$75.6K +$70.9K +2,780 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$69.8K -$69.4K -2,722 -51%
BC
37
Bulwark Capital
Florida
$68.9K +$64.7K +2,535 New
UBS Group
38
UBS Group
Switzerland
$68.5K +$64.3K +2,520 New
Morgan Stanley
39
Morgan Stanley
New York
$23.9K +$587 +23 +3%
SWM
40
Spire Wealth Management
Virginia
$15.6K +$14.6K +574 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$11K +$10K +393 New
IA
42
IFP Advisors
Florida
$5.49K +$5.15K +202 New
Raymond James Financial
43
Raymond James Financial
Florida
$2.39K +$2.25K +88 New
FFA
44
Farther Finance Advisors
California
$1.93K
AWM
45
AE Wealth Management
Kansas
$393 -$2.48K -97 -87%
SS
46
Sunbelt Securities
Texas
$14 +$26 +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

FFSM Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q2 2025, worth a combined $614M — down 17% from $736M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FFSM positions and 9 closed out — a net gain of 8 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $8.91M. The largest seller was Fidelity Investments, cutting an estimated $161M.

  • 46 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q2 2025, up from 38 in Q1 2025.
  • Funds reported $614M of Fidelity Fundamental Small-Mid Cap ETF stock for Q2 2025, down 17% quarter-over-quarter.
  • 17 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q2 2025 and 9 closed out, a net change of +8 holders.
  • The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q2 2025 was RFG Advisory, an estimated $8.91M added.
  • The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q2 2025 was Fidelity Investments, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2025.