Fidelity Fundamental Small-Mid Cap ETF
FFSM
9 hedge funds and large institutions have $4.45M invested in Fidelity Fundamental Small-Mid Cap ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
85% more capital invested
Capital invested by funds: $2.4M → $4.45M (+$2.05M)
5.43% more ownership
Funds ownership: 7.38% → 12.82% (+5.4%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.84M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$138K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$613 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$295K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$230K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$230K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$16.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $3.66M | +$2.84M | +130,016 | +295% |
|
|
2
Mercer Global Advisors
Denver,
Colorado
| $234K | -$230K | -10,516 | -49% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $234K | -$230K | -10,516 | -49% |
|
|
BFEC
4
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $175K | +$613 | +28 | +0.3% |
|
|
SIS
5
Strategic Investment Solutions
Orland Park,
Illinois
| $136K | +$138K | +6,300 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $7.49K | -$5.1K | -233 | -40% |
|
|
7
UBS Group
Zurich,
Switzerland
| $3.22K | -$16.5K | -753 | -83% |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $11 | – | – | – |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$295K | -13,587 | Closed |
|
|
MFA
10
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$22 | -1 | -1% |
|
FFSM Hedge Fund Activity: Q3 2023 in Review
9 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q3 2023, worth a combined $4.45M — up 85% from $2.4M a quarter earlier.
Fund positioning in FFSM was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 5 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $2.84M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $295K sold.
- 9 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $4.45M of Fidelity Fundamental Small-Mid Cap ETF stock for Q3 2023, up 85% quarter-over-quarter.
- 1 fund opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q3 2023 was Commonwealth Equity Services, an estimated $2.84M added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $295K sold.
Based on aggregated 13F filings for Q3 2023.