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Fidelity Fundamental Small-Mid Cap ETF
FFSM

49 hedge funds and large institutions have $674M invested in Fidelity Fundamental Small-Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

10% more capital invested

Capital invested by funds: $614M → $674M (+$59.5M)

7% more funds holding

Funds holding: 46 → 49 (+3)

0.48% more ownership

Funds ownership: 88.57% → 89.05% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
21
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MAI Capital Management
Ohio
+$8.48M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.98M
3
MWS
MFA Wealth Services
California
+$1.44M
4
RA
RFG Advisory
Alabama
+$1.21M
5
SWA
Sax Wealth Advisors
New Jersey
+$1.14M

Top Sellers

1
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$3.17M
2
Citadel Advisors
Citadel Advisors
Florida
-$476K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$322K
4
KAS
Kestra Advisory Services
Texas
-$270K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$372K -$8K -282 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$342K -$37.5K -1,322 -10%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$333K +$323K +11,394 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$316K +$307K +10,814 New
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$307K +$57 +2 +0%
HCM
31
Hicks Capital Management
Ohio
$302K +$293K +10,348 New
MA
32
Mutual Advisors
Nebraska
$288K +$277K +9,755 New
BCA
33
Bay Capital Advisors
Virginia
$280K -$64.3K -2,268 -19%
Comerica Bank
34
Comerica Bank
Texas
$233K +$1.45K +51 +0.6%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$218K – – –
BFA
36
Beacon Financial Advisory
Ohio
$204K +$198K +7,000 New
PWM
37
Provident Wealth Management
Tennessee
$93.9K +$9.81K +346 +12%
AAS
38
Ameritas Advisory Services
Nebraska
$81.2K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$76.4K +$1.33K +47 +2%
BC
40
Bulwark Capital
Florida
$74K – – –
Morgan Stanley
41
Morgan Stanley
New York
$36.6K +$10.7K +376 +43%
SWM
42
Spire Wealth Management
Virginia
$16.8K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$11K +$28 +1 +0.3%
FFA
44
Farther Finance Advisors
California
$2.07K – – –
AF
45
Advisornet Financial
Minnesota
$1.64K +$1.59K +56 New
AWM
46
AE Wealth Management
Kansas
$1.49K +$1.05K +37 +264%
SS
47
Sunbelt Securities
Texas
$1.31K +$1.25K +44 +4,400%
IA
48
IFP Advisors
Florida
$526 -$5.22K -184 -91%
ASN
49
Advisory Services Network
Georgia
$351 +$340 +12 New
Citadel Advisors
50
Citadel Advisors
Florida
– -$476K -17,513 Closed
1
2
3

FFSM Hedge Fund Activity: Q3 2025 in Review

49 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q3 2025, worth a combined $674M — up 9.7% from $614M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FFSM positions and 6 closed out — a net gain of 5 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $8.48M. The largest seller was Kerntke Otto McGlone Wealth Management Group, cutting an estimated $3.17M.

  • 49 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q3 2025, up from 46 in Q2 2025.
  • Funds reported $674M of Fidelity Fundamental Small-Mid Cap ETF stock for Q3 2025, up 9.7% quarter-over-quarter.
  • 11 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q3 2025 and 6 closed out, a net change of +5 holders.
  • The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q3 2025 was MAI Capital Management, an estimated $8.48M added.
  • The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q3 2025 was Kerntke Otto McGlone Wealth Management Group, an estimated $3.17M sold.

Based on aggregated 13F filings for Q3 2025.