Fidelity Fundamental Small-Mid Cap ETF
FFSM
22 hedge funds and large institutions have $27M invested in Fidelity Fundamental Small-Mid Cap ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
63% more capital invested
Capital invested by funds: $16.5M → $27M (+$10.5M)
16% more funds holding
Funds holding: 19 → 22 (+3)
4.73% more ownership
Funds ownership: 24.71% → 29.45% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFA
Evernest Financial Advisors
Carmel,
Indiana
|
+$6.84M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$568K |
| 3 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$316K |
| 4 |
JP Morgan Chase
New York
|
+$268K |
| 5 |
D
Dentgroup
Baton Rouge,
Louisiana
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$592K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$589K |
| 3 |
Jane Street
New York
|
-$495K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$355K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$230K |
FFSM Hedge Fund Activity: Q3 2024 in Review
22 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q3 2024, worth a combined $27M — up 63% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FFSM positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Evernest Financial Advisors, opening a new position worth an estimated $6.84M. The largest seller was Truist Financial, cutting an estimated $592K.
- 22 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q3 2024, up from 19 in Q2 2024.
- Funds reported $27M of Fidelity Fundamental Small-Mid Cap ETF stock for Q3 2024, up 63% quarter-over-quarter.
- 6 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q3 2024 was Evernest Financial Advisors, an estimated $6.84M added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q3 2024 was Truist Financial, an estimated $592K sold.
Based on aggregated 13F filings for Q3 2024.