Fidelity Fundamental Small-Mid Cap ETF
FFSM
7 hedge funds and large institutions have $444K invested in Fidelity Fundamental Small-Mid Cap ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.11% less ownership
Funds ownership: 1.85% → 1.74% (-0.11%)
1% less capital invested
Capital invested by funds: $450K → $444K (-$5.81K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$36.7K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$8.21K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$56.6K |
| 2 |
Morgan Stanley
New York
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
HSBC Holdings
London,
United Kingdom
| $264K | – | – | – |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $90K | -$56.6K | -2,452 | -38% |
|
|
3
UBS Group
Zurich,
Switzerland
| $75K | +$36.7K | +1,593 | +96% |
|
|
APA
4
American Portfolios Advisors
Holbrook,
New York
| $8.19K | +$8.21K | +356 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $5K | – | – | – |
|
|
MFA
6
McClarren Financial Advisors
State College,
Pennsylvania
| $2K | – | – | – |
|
|
7
Morgan Stanley
New York
| – | -$8K | -359 | Closed |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| – | +$23 | +1 | New |
|
FFSM Hedge Fund Activity: Q3 2021 in Review
7 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q3 2021, worth a combined $444K — down 1.3% from $450K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FFSM positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, adding an estimated $36.7K. The largest seller was Royal Bank of Canada, cutting an estimated $56.6K.
- 7 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q3 2021, up from 6 in Q2 2021.
- Funds reported $444K of Fidelity Fundamental Small-Mid Cap ETF stock for Q3 2021, down 1.3% quarter-over-quarter.
- 2 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q3 2021 was UBS Group, an estimated $36.7K added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q3 2021 was Royal Bank of Canada, an estimated $56.6K sold.
Based on aggregated 13F filings for Q3 2021.