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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
Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$722M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$35.5M
RA
3
RFG Advisory
Alabama
$21.7M
EFA
4
Evernest Financial Advisors
Indiana
$13.7M
KOMWMG
5
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$12.2M
MCM
6
MAI Capital Management
Ohio
$9.15M
KL
7
Keenan LLC
Massachusetts
$8.14M
MMH
8
Menora Mivtachim Holdings
Israel
$7.32M
GPWA
9
Gaddis Premier Wealth Advisors
Oklahoma
$6.38M
SWA
10
Sax Wealth Advisors
New Jersey
$5.92M
SWM
11
SK Wealth Management
Rhode Island
$5.63M
JP Morgan Chase
12
JP Morgan Chase
New York
$2.81M
CRW
13
Clarity Retirement & Wealth
Massachusetts
$2.79M
D
14
Dentgroup
Louisiana
$2.41M
MWS
15
MFA Wealth Services
California
$2.21M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.85M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.61M
RPGK
18
Retirement Planning Group (Kansas)
Kansas
$1.59M
PS
19
Principal Securities
Iowa
$1.44M
MHS
20
M Holdings Securities
Oregon
$1.02M
SPC
21
Sigma Planning Corp
Michigan
$793K
HI
22
Harbour Investments
Wisconsin
$728K
Bank of America
23
Bank of America
North Carolina
$636K
PWM
24
Pines Wealth Management
North Carolina
$604K
Jane Street
25
Jane Street
New York
$582K