Fidelity Fundamental Small-Mid Cap ETF
FFSM
39 hedge funds and large institutions have $737M invested in Fidelity Fundamental Small-Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
422% more capital invested
Capital invested by funds: $141M → $737M (+$596M)
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
39% more funds holding
Funds holding: 28 → 39 (+11)
42.24% less ownership
Funds ownership: 156.74% → 114.5% (-42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$596M |
| 2 |
Jane Street
New York
|
+$20.7M |
| 3 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
+$11.5M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.69M |
| 5 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
-$1.17M |
| 2 |
Goldman Sachs
New York
|
-$1.12M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$358K |
| 4 |
D
Dentgroup
Baton Rouge,
Louisiana
|
-$284K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$186K |
FFSM Hedge Fund Activity: Q1 2025 in Review
39 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q1 2025, worth a combined $737M — up 422% from $141M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FFSM positions and 2 closed out — a net gain of 11 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $596M. The largest seller was San Luis Wealth Advisors, cutting an estimated $1.17M.
- 39 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q1 2025, up from 28 in Q4 2024.
- Funds reported $737M of Fidelity Fundamental Small-Mid Cap ETF stock for Q1 2025, up 422% quarter-over-quarter.
- 13 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q1 2025 and 2 closed out, a net change of +11 holders.
- The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q1 2025 was Fidelity Investments, an estimated $596M added.
- The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q1 2025 was San Luis Wealth Advisors, an estimated $1.17M sold.
Based on aggregated 13F filings for Q1 2025.