Fidelity Fundamental Small-Mid Cap ETF
FFSM
14 hedge funds and large institutions have $11.5M invested in Fidelity Fundamental Small-Mid Cap ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
2% more capital invested
Capital invested by funds: $11.2M → $11.5M (+$222K)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
19.09% less ownership
Funds ownership: 39.41% → 20.32% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$3.61M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$198K |
| 3 |
PWMA
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
+$162K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$138K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gotham Asset Management
New York
|
-$4.99M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$14.5K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.03K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$1.17K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$118 |
FFSM Hedge Fund Activity: Q1 2024 in Review
14 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q1 2024, worth a combined $11.5M — up 2% from $11.2M a quarter earlier.
Fund positioning in FFSM was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $3.61M. The largest seller was Gotham Asset Management, exiting entirely with an estimated $4.99M sold.
- 14 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $11.5M of Fidelity Fundamental Small-Mid Cap ETF stock for Q1 2024, up 2% quarter-over-quarter.
- 2 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q1 2024 was Truist Financial, an estimated $3.61M added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q1 2024 was Gotham Asset Management, an estimated $4.99M sold.
Based on aggregated 13F filings for Q1 2024.