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Fidelity Fundamental Small-Mid Cap ETF
FFSM

49 hedge funds and large institutions have $674M invested in Fidelity Fundamental Small-Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

10% more capital invested

Capital invested by funds: $614M → $674M (+$59.5M)

7% more funds holding

Funds holding: 46 → 49 (+3)

0.48% more ownership

Funds ownership: 88.57% → 89.05% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
21
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
MAI Capital Management
Ohio
+$8.48M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.98M
3
MWS
MFA Wealth Services
California
+$1.44M
4
RA
RFG Advisory
Alabama
+$1.21M
5
SWA
Sax Wealth Advisors
New Jersey
+$1.14M

Top Sellers

1
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$3.17M
2
Citadel Advisors
Citadel Advisors
Florida
-$476K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$322K
4
KAS
Kestra Advisory Services
Texas
-$270K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$582M +$1.05M +37,104 +0.2%
EFA
2
Evernest Financial Advisors
Indiana
$11.8M -$25.3K -893 -0.2%
RA
3
RFG Advisory
Alabama
$11.4M +$1.21M +42,715 +12%
KOMWMG
4
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$11.4M -$3.17M -111,874 -22%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.3M -$322K -11,343 -3%
MCM
6
MAI Capital Management
Ohio
$8.73M +$8.48M +299,008 New
MMH
7
Menora Mivtachim Holdings
Israel
$6.51M -$129K -4,544 -2%
SWM
8
SK Wealth Management
Rhode Island
$4.62M +$171K +6,046 +4%
SWA
9
Sax Wealth Advisors
New Jersey
$4.59M +$1.14M +40,353 +35%
WQ
10
Wealth Quarterback
New Jersey
$4.08M +$162K +5,713 +4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.42M +$1.98M +69,983 +547%
MWS
12
MFA Wealth Services
California
$2.1M +$1.44M +50,816 +242%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.91M +$456K +16,096 +33%
D
14
Dentgroup
Louisiana
$1.67M +$753K +26,543 +86%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$923K +$380K +13,417 +74%
PS
16
Principal Securities
Iowa
$865K +$526K +18,546 +168%
Financial Engines Advisors
17
Financial Engines Advisors
California
$814K +$791K +27,879 New
HI
18
Harbour Investments
Wisconsin
$704K +$28.5K +1,006 +4%
SPC
19
Sigma Planning Corp
Michigan
$665K +$646K +22,768 New
Osaic Holdings
20
Osaic Holdings
Arizona
$552K +$226K +7,958 +72%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$501K +$486K +17,143 New
KAS
22
Kestra Advisory Services
Texas
$475K -$270K -9,507 -37%
Creative Planning
23
Creative Planning
Kansas
$475K -$160K -5,642 -26%
Truist Financial
24
Truist Financial
North Carolina
$434K -$21.6K -760 -5%
BEI
25
Benjamin Edwards Inc
Missouri
$381K -$4.05K -143 -1%
1
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FFSM Hedge Fund Activity: Q3 2025 in Review

49 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q3 2025, worth a combined $674M — up 9.7% from $614M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FFSM positions and 6 closed out — a net gain of 5 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $8.48M. The largest seller was Kerntke Otto McGlone Wealth Management Group, cutting an estimated $3.17M.

  • 49 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q3 2025, up from 46 in Q2 2025.
  • Funds reported $674M of Fidelity Fundamental Small-Mid Cap ETF stock for Q3 2025, up 9.7% quarter-over-quarter.
  • 11 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q3 2025 and 6 closed out, a net change of +5 holders.
  • The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q3 2025 was MAI Capital Management, an estimated $8.48M added.
  • The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q3 2025 was Kerntke Otto McGlone Wealth Management Group, an estimated $3.17M sold.

Based on aggregated 13F filings for Q3 2025.