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Fidelity Fundamental Small-Mid Cap ETF

62 hedge funds and large institutions have $877M invested in Fidelity Fundamental Small-Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

30% more capital invested

Capital invested by funds: $674M → $877M (+$204M)

27% more funds holding

Funds holding: 4962 (+13)

4.5% more ownership

Funds ownership: 89.05%93.55% (+4.5%)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
0.75%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
17
Increased
27
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$722M +$109M +3,625,092 +18%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35.5M +$24.1M +803,856 +228%
RA
3
RFG Advisory
Alabama
$21.7M +$9.44M +314,429 +80%
EFA
4
Evernest Financial Advisors
Indiana
$13.7M -$104K -3,476 -0.9%
KOMWMG
5
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$12.2M +$199K +6,610 +2%
MCM
6
MAI Capital Management
Ohio
$9.15M -$26.3K -875 -0.3%
KL
7
Keenan LLC
Massachusetts
$8.14M +$7.97M +265,329 New
MMH
8
Menora Mivtachim Holdings
Israel
$7.32M +$467K +15,552 +7%
GPWA
9
Gaddis Premier Wealth Advisors
Oklahoma
$6.38M +$6.24M +207,859 New
SWA
10
Sax Wealth Advisors
New Jersey
$5.92M +$1.07M +35,720 +23%
SWM
11
SK Wealth Management
Rhode Island
$5.63M +$393K +13,095 +8%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.81M +$783K +26,066 +40%
CRW
13
Clarity Retirement & Wealth
Massachusetts
$2.79M +$2.73M +91,006 New
D
14
Dentgroup
Louisiana
$2.41M +$637K +21,218 +37%
MWS
15
MFA Wealth Services
California
$2.21M +$1.5K +50 +0.1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.85M -$677K -22,530 -27%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.61M +$623K +20,750 +66%
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$1.59M +$1.21M +40,439 +355%
PS
19
Principal Securities
Iowa
$1.44M +$515K +17,163 +58%
MHS
20
M Holdings Securities
Oregon
$1.02M +$997K +33,180 New
SPC
21
Sigma Planning Corp
Michigan
$793K +$91.8K +3,057 +13%
HI
22
Harbour Investments
Wisconsin
$728K -$11.6K -387 -2%
Bank of America
23
Bank of America
North Carolina
$636K +$622K +20,708 New
PWM
24
Pines Wealth Management
North Carolina
$604K +$591K +19,682 New
Jane Street
25
Jane Street
New York
$582K +$570K +18,974 New

FFSM Hedge Fund Activity: Q4 2025 in Review

62 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Small-Mid Cap ETF (FFSM) for Q4 2025, worth a combined $877M — up 30% from $674M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FFSM positions and 4 closed out — a net gain of 13 holders — while 27 added to existing stakes and 12 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Wealth Quarterback, cutting an estimated $3.67M.

  • 62 institutional investors held Fidelity Fundamental Small-Mid Cap ETF (FFSM) as of Q4 2025, up from 49 in Q3 2025.
  • Funds reported $877M of Fidelity Fundamental Small-Mid Cap ETF stock for Q4 2025, up 30% quarter-over-quarter.
  • 17 funds opened new Fidelity Fundamental Small-Mid Cap ETF positions in Q4 2025 and 4 closed out, a net change of +13 holders.
  • The largest Fidelity Fundamental Small-Mid Cap ETF buyer in Q4 2025 was Fidelity Investments, an estimated $109M added.
  • The largest Fidelity Fundamental Small-Mid Cap ETF seller in Q4 2025 was Wealth Quarterback, an estimated $3.67M sold.

Based on aggregated 13F filings for Q4 2025.