Fidelity Fundamental Small-Mid Cap ETF
FFSM
FFSM
9 hedge funds and large institutions have $2.4M invested in Fidelity Fundamental Small-Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$17.2K |
| 2 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$1.05K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$105 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $956K | +$258K | +11,886 | +37% |
|
2
Mercer Global Advisors
Denver,
Colorado
| $469K | +$469K | +21,611 | New |
|
3
Envestnet Asset Management
Chicago,
Illinois
| $469K | +$469K | +21,611 | New |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $295K | +$131K | +6,024 | +80% |
|
|
BFEC
5
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $180K | +$18K | +830 | +11% |
|
6
UBS Group
Zurich,
Switzerland
| $19.7K | +$19.7K | +906 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $12.8K | – | – | – |
|
|
MFA
8
McClarren Financial Advisors
State College,
Pennsylvania
| $1K | +$11 | +1 | +1% |
|
|
SS
9
Sunbelt Securities
Houston,
Texas
| $11 | – | – | – |
|
|
AAS
10
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$17.2K | -819 | Closed |
|
|
CWP
11
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1.05K | -50 | Closed |
|
|
ASN
12
Advisory Services Network
Atlanta,
Georgia
| – | -$105 | -5 | Closed |
|