We are live on ! Find out more
FFSM icon

Fidelity Fundamental Small-Mid Cap ETF

75 hedge funds and large institutions have $1B invested in Fidelity Fundamental Small-Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 9

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

21% more funds holding

Funds holding: 6275 (+13)

15% more capital invested

Capital invested by funds: $877M → $1B (+$128M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.12% less ownership

Funds ownership: 93.55%92.43% (-1.1%)

Holders
75
Holders Change
+13
Holders Change %
+20.97%
% of All Funds
0.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
38
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
Buska Wealth Management
Wisconsin
$1.45M +$1.48M +45,301 New
SPC
27
Sigma Planning Corp
Michigan
$1.21M +$393K +12,001 +46%
KAS
28
Kestra Advisory Services
Texas
$977K +$449K +13,707 +81%
HI
29
Harbour Investments
Wisconsin
$756K -$1.47K -45 -0.2%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$665K +$284K +8,674 +71%
PWM
31
Pines Wealth Management
North Carolina
$629K
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$574K +$343K +10,478 +141%
BWM
33
BAM Wealth Management
Colorado
$570K +$584K +17,831 New
Creative Planning
34
Creative Planning
Kansas
$490K +$2.19K +67 +0.4%
CW
35
CreativeOne Wealth
Kansas
$477K +$489K +14,932 New
BEI
36
Benjamin Edwards Inc
Missouri
$442K +$29.8K +909 +7%
WQ
37
Wealth Quarterback
New Jersey
$423K -$134K -4,105 -24%
Truist Financial
38
Truist Financial
North Carolina
$353K -$36.6K -1,119 -9%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$342K +$5.7K +174 +2%
HCM
40
Hicks Capital Management
Ohio
$331K
SWGC
41
Summit Wealth Group (Colorado)
Colorado
$315K +$323K +9,867 New
MA
42
Mutual Advisors
Nebraska
$313K +$688 +21 +0.2%
BCA
43
Bay Capital Advisors
Virginia
$312K +$5.47K +167 +2%
FFA
44
Farther Finance Advisors
California
$312K +$78.7K +2,403 +33%
KPWS
45
Kestra Private Wealth Services
Texas
$310K -$114K -3,472 -26%
Osaic Holdings
46
Osaic Holdings
Arizona
$264K -$301K -9,199 -53%
CCM
47
Cutler Capital Management
Massachusetts
$260K +$1.31K +40 +0.5%
EFH
48
Eaton Financial Holdings
Florida
$243K +$295 +9 +0.1%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$218K +$224K +6,832 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$217K -$196K -5,989 -47%