FFSM icon

Fidelity Fundamental Small-Mid Cap ETF

38 hedge funds and large institutions have $736M invested in Fidelity Fundamental Small-Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+11
Holders Change %
+40.74%
% of All Funds
0.52%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
13
Increased
14
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$661M +$558M +22,116,133 +545%
Jane Street
2
Jane Street
New York
$19.4M +$19.4M +768,423 New
KOMWMG
3
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$10.7M +$10.7M +424,825 New
EFA
4
Evernest Financial Advisors
Indiana
$9.96M +$1M +39,702 +11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.95M +$4.39M +174,049 +96%
MMH
6
Menora Mivtachim Holdings
Israel
$3.68M +$3.68M +145,859 New
SLWA
7
San Luis Wealth Advisors
California
$3.6M -$1.09M -43,252 -23%
WQ
8
Wealth Quarterback
New Jersey
$3.52M +$3.52M +139,436 New
SWM
9
SK Wealth Management
Rhode Island
$2.89M +$952K +41,408 +49%
SWA
10
Sax Wealth Advisors
New Jersey
$2.56M +$1.21M +47,858 +89%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.01M +$2.01M +79,804 New
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.08M -$72.5K -2,874 -6%
D
13
Dentgroup
Louisiana
$904K -$266K -10,553 -23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$703K +$507K +20,065 +258%
AAS
15
Avantax Advisory Services
Texas
$642K +$642K +25,417 New
HF
16
HRT Financial
New York
$571K +$571K +22,656 New
HI
17
Harbour Investments
Wisconsin
$552K -$3.41K -135 -0.6%
KAS
18
Kestra Advisory Services
Texas
$444K -$174K -6,889 -28%
MWS
19
MFA Wealth Services
California
$435K +$8.41K +333 +2%
Truist Financial
20
Truist Financial
North Carolina
$411K -$45.8K -1,813 -10%
OMC
21
Old Mission Capital
Illinois
$328K +$328K +12,978 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$321K +$46.4K +1,839 +17%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$309K +$2.1K +83 +0.7%
BEI
24
Benjamin Edwards Inc
Missouri
$290K +$18.5K +734 +7%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$268K +$1.62K +64 +0.6%