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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
PWM
51
Provident Wealth Management
Tennessee
$110K +$7.17K +219 +7%
BC
52
Bulwark Capital
Florida
$81K
Morgan Stanley
53
Morgan Stanley
New York
$80.3K +$32.4K +990 +65%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$73.4K +$72.2K +2,206 +2,424%
AF
55
Advisornet Financial
Minnesota
$55.5K +$52.4K +1,601 +1,186%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$50.2K +$164 +5 +0.3%
SWM
57
Spire Wealth Management
Virginia
$23.7K +$5.53K +169 +29%
SS
58
Sunbelt Securities
Texas
$17.4K
HFS
59
Hantz Financial Services
Michigan
$16K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$12.8K +$229 +7 +2%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$7.99K +$8.19K +250 New
UBS Group
62
UBS Group
Switzerland
$7.13K -$50.5K -1,541 -87%
HAP
63
Harbor Asset Planning
Massachusetts
$6.76K +$6.94K +212 New
CAM
64
Clarity Asset Management
Iowa
$5.95K +$6.09K +186 New
EWA
65
EverSource Wealth Advisors
Alabama
$5.77K +$5.93K +181 New
ASN
66
Advisory Services Network
Georgia
$5.13K +$5.24K +160 New
AssetMark Inc
67
AssetMark Inc
California
$4.04K
GFA
68
Godfrey Financial Associates
New York
$2.3K +$2.36K +72 New
RFP
69
Root Financial Partners
California
$1.68K +$1.74K +53 New
IA
70
IFP Advisors
Florida
$1.63K +$1.01K +31 +155%
AWM
71
AE Wealth Management
Kansas
$1.61K
PF
72
PlanVest Financial
Maryland
$575 +$589 +18 New
VAI
73
Vanguard Advisers Inc
Pennsylvania
$351 +$360 +11 New
NA
74
NewEdge Advisors
Louisiana
$128 +$131 +4 New
BlackRock
75
BlackRock
New York
$29 +$33 +1 New