Fidelity Fundamental Small-Mid Cap ETF
FFSM
20 hedge funds and large institutions have $16.8M invested in Fidelity Fundamental Small-Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
46% more capital invested
Capital invested by funds: $11.5M → $16.8M (+$5.31M)
43% more funds holding
Funds holding: 14 → 20 (+6)
4.73% more ownership
Funds ownership: 20.32% → 25.05% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$4.59M |
| 2 |
D
Dentgroup
Baton Rouge,
Louisiana
|
+$899K |
| 3 |
JP Morgan Chase
New York
|
+$868K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$740K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.61M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$442K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$2.03K |
| 4 |
MFA
McClarren Financial Advisors
State College,
Pennsylvania
|
-$1.01K |
FFSM Hedge Fund Activity: Q2 2024 in Review
20 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q2 2024, worth a combined $16.8M — up 46% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FFSM positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was San Luis Wealth Advisors, opening a new position worth an estimated $4.59M. The largest seller was Truist Financial, cutting an estimated $2.61M.
- 20 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q2 2024, up from 14 in Q1 2024.
- Funds reported $16.8M of Fidelity Fundamental Small-Mid Cap ETF stock for Q2 2024, up 46% quarter-over-quarter.
- 7 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q2 2024 and 1 closed out, a net change of +6 holders.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q2 2024 was San Luis Wealth Advisors, an estimated $4.59M added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q2 2024 was Truist Financial, an estimated $2.61M sold.
Based on aggregated 13F filings for Q2 2024.