Fidelity Fundamental Small-Mid Cap ETF
FFSM
6 hedge funds and large institutions have $5.5M invested in Fidelity Fundamental Small-Mid Cap ETF in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 4 closing their positions.
150% more capital invested
Capital invested by funds: $2.21M → $5.5M (+$3.3M)
3.31% less ownership
Funds ownership: 6.8% → 3.49% (-3.3%)
33% less funds holding
Funds holding: 9 → 6 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$420K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.05M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$343K |
| 3 |
IAG
Investmark Advisory Group
Shelton,
Connecticut
|
-$25K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$23.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Osaic Holdings
Scottsdale,
Arizona
| $4.45M | – | – | – |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $577K | -$1.05M | -46,136 | -65% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $420K | +$420K | +18,431 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $45K | -$23.1K | -1,013 | -34% |
|
|
APA
5
American Portfolios Advisors
Holbrook,
New York
| $8.11K | – | – | – |
|
|
MFA
6
McClarren Financial Advisors
State College,
Pennsylvania
| $2K | -$46 | -2 | -2% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$343K | -14,056 | Closed |
|
|
IAG
8
Investmark Advisory Group
Shelton,
Connecticut
| – | -$25K | -1,037 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$4K | -161 | Closed |
|
FFSM Hedge Fund Activity: Q1 2022 in Review
6 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q1 2022, worth a combined $5.5M — up 150% from $2.21M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FFSM and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 0 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $420K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.05M.
- 6 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q1 2022, down from 9 in Q4 2021.
- Funds reported $5.5M of Fidelity Fundamental Small-Mid Cap ETF stock for Q1 2022, up 150% quarter-over-quarter.
- 1 fund opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q1 2022 and 4 closed out, a net change of -3 holders.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q1 2022 was Susquehanna International Group, an estimated $420K added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q1 2022 was Commonwealth Equity Services, an estimated $1.05M sold.
Based on aggregated 13F filings for Q1 2022.