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Fidelity Fundamental Small-Mid Cap ETF

46 hedge funds and large institutions have $614M invested in Fidelity Fundamental Small-Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

21% more funds holding

Funds holding: 3846 (+8)

1.65% less ownership

Funds ownership: 90.23%88.57% (-1.7%)

17% less capital invested

Capital invested by funds: $736M → $614M (-$122M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
19
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$540M -$161M -6,302,178 -24%
KOMWMG
2
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$13.7M +$1.99M +78,094 +18%
EFA
3
Evernest Financial Advisors
Indiana
$11.1M +$302K +11,836 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.91M +$247K +9,664 +3%
RA
5
RFG Advisory
Alabama
$9.5M +$8.91M +349,227 New
MMH
6
Menora Mivtachim Holdings
Israel
$6.19M +$2.08M +81,695 +56%
SWM
7
SK Wealth Management
Rhode Island
$4.26M +$696K +27,282 +22%
WQ
8
Wealth Quarterback
New Jersey
$3.64M -$141K -5,522 -4%
SWA
9
Sax Wealth Advisors
New Jersey
$3.18M +$388K +15,203 +15%
AAS
10
Avantax Advisory Services
Texas
$1.57M +$823K +32,266 +127%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.34M +$166K +6,507 +15%
D
12
Dentgroup
Louisiana
$836K -$129K -5,047 -14%
CJH
13
Christopher J. Hasenberg
Wisconsin
$778K +$730K +28,608 New
KAS
14
Kestra Advisory Services
Texas
$701K +$209K +8,192 +47%
HI
15
Harbour Investments
Wisconsin
$628K +$31.5K +1,235 +6%
Creative Planning
16
Creative Planning
Kansas
$595K +$559K +21,895 New
MWS
17
MFA Wealth Services
California
$572K +$97.2K +3,812 +22%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$494K +$152K +5,946 +49%
Citadel Advisors
19
Citadel Advisors
Florida
$476K +$447K +17,513 New
Truist Financial
20
Truist Financial
North Carolina
$424K -$17.6K -688 -4%
BEI
21
Benjamin Edwards Inc
Missouri
$359K +$43.9K +1,721 +15%
KPWS
22
Kestra Private Wealth Services
Texas
$354K +$332K +13,026 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$354K -$378K -14,816 -53%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$348K +$1.91K +75 +0.6%
BCA
25
Bay Capital Advisors
Virginia
$322K +$302K +11,856 New

FFSM Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q2 2025, worth a combined $614M — down 17% from $736M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FFSM positions and 9 closed out — a net gain of 8 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $8.91M. The largest seller was Fidelity Investments, cutting an estimated $161M.

  • 46 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q2 2025, up from 38 in Q1 2025.
  • Funds reported $614M of Fidelity Fundamental Small-Mid Cap ETF stock for Q2 2025, down 17% quarter-over-quarter.
  • 17 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q2 2025 and 9 closed out, a net change of +8 holders.
  • The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q2 2025 was RFG Advisory, an estimated $8.91M added.
  • The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q2 2025 was Fidelity Investments, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2025.