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Fidelity Fundamental Small-Mid Cap ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFA
1
Evernest Financial Advisors
Indiana
$7.15M +$7.15M +260,415 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.37M +$157K +5,722 +3%
SLWA
3
San Luis Wealth Advisors
California
$5.3M +$330K +12,044 +7%
SWM
4
SK Wealth Management
Rhode Island
$2.25M +$2.25M +83,521 New
D
5
Dentgroup
Louisiana
$1.23M +$262K +9,532 +27%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.22M +$280K +10,198 +30%
Truist Financial
7
Truist Financial
North Carolina
$632K -$618K -22,523 -49%
HI
8
Harbour Investments
Wisconsin
$593K +$593K +21,616 New
Osaic Holdings
9
Osaic Holdings
Arizona
$441K +$26.6K +971 +6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$431K -$371K -13,510 -46%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$348K +$28.3K +1,031 +9%
KAS
12
Kestra Advisory Services
Texas
$337K -$241K -8,773 -42%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$292K +$6.57K +242 +2%
Comerica Bank
14
Comerica Bank
Texas
$212K +$151K +5,511 +251%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$137K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$24K -$613K -22,421 -96%
Morgan Stanley
17
Morgan Stanley
New York
$23.5K +$23.4K +854 +85,400%
PS
18
Principal Securities
Iowa
$20.8K +$20.8K +757 New
AssetMark Inc
19
AssetMark Inc
California
$13.4K +$13.4K +488 New
AWM
20
Abound Wealth Management
Tennessee
$249 +$249 +9 New
SS
21
Sunbelt Securities
Texas
$14
MFA
22
McClarren Financial Advisors
Pennsylvania
$2 +4 +8%
Jane Street
23
Jane Street
New York
-$495K -19,626 Closed
VWM
24
Venturi Wealth Management
Texas
-$1.11K -44 Closed