Fidelity Fundamental Small-Mid Cap ETF
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.
596% more capital invested
Capital invested by funds: $345K → $2.4M (+$2.06M)
4.09% more ownership
Funds ownership: 3.29% → 7.38% (+4.1%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$446K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$446K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$245K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$124K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$17.1K |
| 2 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$1.05K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$105 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $956K | +$245K | +11,886 | +37% |
|
|
2
Mercer Global Advisors
Denver,
Colorado
| $469K | +$446K | +21,611 | New |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $469K | +$446K | +21,611 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $295K | +$124K | +6,024 | +80% |
|
|
BFEC
5
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $180K | +$17.1K | +830 | +11% |
|
|
6
UBS Group
Zurich,
Switzerland
| $19.7K | +$18.7K | +906 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $12.8K | – | – | – |
|
|
MFA
8
McClarren Financial Advisors
State College,
Pennsylvania
| $1K | +$21 | +1 | +1% |
|
|
SS
9
Sunbelt Securities
Houston,
Texas
| $11 | – | – | – |
|
|
AAS
10
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$17.1K | -819 | Closed |
|
|
CWP
11
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1.05K | -50 | Closed |
|
|
ASN
12
Advisory Services Network
Atlanta,
Georgia
| – | -$105 | -5 | Closed |
|
FFSM Hedge Fund Activity: Q2 2023 in Review
9 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q2 2023, worth a combined $2.4M — up 596% from $345K a quarter earlier.
Fund positioning in FFSM was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $446K. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $17.1K sold.
- 9 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $2.4M of Fidelity Fundamental Small-Mid Cap ETF stock for Q2 2023, up 596% quarter-over-quarter.
- 3 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q2 2023 and 3 closed out, a net change of 0 holders.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $446K added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $17.1K sold.
Based on aggregated 13F filings for Q2 2023.