Fidelity Fundamental Small-Mid Cap ETF
FFSM
9 hedge funds and large institutions have $1.18M invested in Fidelity Fundamental Small-Mid Cap ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
13% more funds holding
Funds holding: 8 → 9 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.32% less ownership
Funds ownership: 5.19% → 4.86% (-0.32%)
9% less capital invested
Capital invested by funds: $1.3M → $1.18M (-$114K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$355K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$51.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.24K |
| 4 |
MFA
McClarren Financial Advisors
State College,
Pennsylvania
|
+$1.77K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$163K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$70.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Mercer Global Advisors
Denver,
Colorado
| $323K | +$355K | +17,626 | New |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $291K | -$163K | -8,105 | -34% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $287K | +$51.5K | +2,556 | +20% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $235K | -$70.3K | -3,488 | -21% |
|
|
BFEC
5
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $25K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $12K | +$5.24K | +260 | +65% |
|
|
APA
7
American Portfolios Advisors
Holbrook,
New York
| $6.53K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $4K | – | – | – |
|
|
MFA
9
McClarren Financial Advisors
State College,
Pennsylvania
| $1K | +$1.77K | +88 | New |
|
FFSM Hedge Fund Activity: Q3 2022 in Review
9 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q3 2022, worth a combined $1.18M — down 8.8% from $1.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FFSM positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $355K. The largest seller was Commonwealth Equity Services, cutting an estimated $163K.
- 9 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q3 2022, up from 8 in Q2 2022.
- Funds reported $1.18M of Fidelity Fundamental Small-Mid Cap ETF stock for Q3 2022, down 8.8% quarter-over-quarter.
- 2 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q3 2022 and 0 closed out, a net change of +2 holders.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q3 2022 was Mercer Global Advisors, an estimated $355K added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q3 2022 was Commonwealth Equity Services, an estimated $163K sold.
Based on aggregated 13F filings for Q3 2022.