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Fidelity Fundamental Small-Mid Cap ETF

47 hedge funds and large institutions have $615M invested in Fidelity Fundamental Small-Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | 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: 3947 (+8)

17% less capital invested

Capital invested by funds: $737M → $615M (-$122M)

25.82% less ownership

Funds ownership: 114.5%88.69% (-26%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.62%
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
20
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change

FFSM Hedge Fund Activity: Q2 2025 in Review

47 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q2 2025, worth a combined $615M — down 17% from $737M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FFSM positions and 9 closed out — a net gain of 8 holders — while 20 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.

  • 47 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q2 2025, up from 39 in Q1 2025.
  • Funds reported $615M 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.