Fidelity Fundamental Small-Mid Cap ETF
FFSM
8 hedge funds and large institutions have $1.38M invested in Fidelity Fundamental Small-Mid Cap ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
16% more capital invested
Capital invested by funds: $1.18M → $1.38M (+$195K)
0.18% more ownership
Funds ownership: 4.86% → 5.04% (+0.18%)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
11% less funds holding
Funds holding: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$167K |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$99.2K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$31.6K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$31.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.18K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$235K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $491K | +$167K | +8,294 | +52% |
|
|
2
Mercer Global Advisors
Denver,
Colorado
| $389K | +$31.5K | +1,562 | +9% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $349K | +$31.6K | +1,566 | +10% |
|
|
BFEC
4
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $127K | +$99.2K | +4,920 | +364% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $12.2K | +$7.18K | +356 | +153% |
|
|
6
UBS Group
Zurich,
Switzerland
| $9.69K | -$3.69K | -183 | -28% |
|
|
MFA
7
McClarren Financial Advisors
State College,
Pennsylvania
| $1K | – | – | – |
|
|
ASN
8
Advisory Services Network
Atlanta,
Georgia
| $163 | +$161 | +8 | New |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$235K | -12,818 | Closed |
|
FFSM Hedge Fund Activity: Q4 2022 in Review
8 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q4 2022, worth a combined $1.38M — up 16% from $1.18M a quarter earlier.
Fund positioning in FFSM was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $167K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $235K sold.
- 8 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q4 2022, down from 9 in Q3 2022.
- Funds reported $1.38M of Fidelity Fundamental Small-Mid Cap ETF stock for Q4 2022, up 16% quarter-over-quarter.
- 1 fund opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q4 2022 and 1 closed out, a net change of 0 holders.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $167K added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q4 2022 was Susquehanna International Group, an estimated $235K sold.
Based on aggregated 13F filings for Q4 2022.