Fidelity Fundamental Small-Mid Cap ETF
FFSM
13 hedge funds and large institutions have $11.2M invested in Fidelity Fundamental Small-Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
151% more capital invested
Capital invested by funds: $4.45M → $11.2M (+$6.73M)
44% more funds holding
Funds holding: 9 → 13 (+4)
26.48% more ownership
Funds ownership: 12.82% → 39.3% (+26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gotham Asset Management
New York
|
+$9.81M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$836K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$262K |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$107K |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$47.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$136K |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$27.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.22K |
FFSM Hedge Fund Activity: Q4 2023 in Review
13 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q4 2023, worth a combined $11.2M — up 151% from $4.45M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FFSM positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Gotham Asset Management, opening a new position worth an estimated $9.81M. The largest seller was Strategic Investment Solutions, exiting entirely with an estimated $136K sold.
- 13 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $11.2M of Fidelity Fundamental Small-Mid Cap ETF stock for Q4 2023, up 151% quarter-over-quarter.
- 6 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q4 2023 was Gotham Asset Management, an estimated $9.81M added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $136K sold.
Based on aggregated 13F filings for Q4 2023.