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Fidelity Fundamental Small-Mid Cap ETF

27 hedge funds and large institutions have $140M invested in Fidelity Fundamental Small-Mid Cap ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M +$109M +4,061,111 New
EFA
2
Evernest Financial Advisors
Indiana
$9.54M +$2.54M +94,559 +36%
SLWA
3
San Luis Wealth Advisors
California
$5M -$193K -7,190 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.86M -$1.38M -51,463 -22%
SWM
5
SK Wealth Management
Rhode Island
$2.27M +$24.7K +920 +1%
SWA
6
Sax Wealth Advisors
New Jersey
$1.44M +$1.44M +53,747 New
D
7
Dentgroup
Louisiana
$1.25M +$36.3K +1,352 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$1.23M +$31.9K +1,187 +3%
Goldman Sachs
9
Goldman Sachs
New York
$1.12M +$1.12M +41,697 New
KAS
10
Kestra Advisory Services
Texas
$658K +$327K +12,182 +99%
HI
11
Harbour Investments
Wisconsin
$591K +$10K +372 +2%
Truist Financial
12
Truist Financial
North Carolina
$487K -$132K -4,919 -21%
MWS
13
MFA Wealth Services
California
$454K +$454K +16,895 New
Osaic Holdings
14
Osaic Holdings
Arizona
$447K +$14.4K +536 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$327K -$14.2K -528 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$292K +$292K +10,870 New
BEI
17
Benjamin Edwards Inc
Missouri
$289K +$289K +10,747 New
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$284K -$5.27K -196 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$209K +$185K +6,900 +786%
Comerica Bank
20
Comerica Bank
Texas
$207K
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$200K +$65.9K +2,450 +49%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$69K +$69K +2,568 New
PS
23
Principal Securities
Iowa
$32.9K +$12.6K +468 +62%
Morgan Stanley
24
Morgan Stanley
New York
$23K -$27 -1 -0.1%
AWM
25
AE Wealth Management
Kansas
$9.17K +$9.17K +341 New