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Fidelity Fundamental Small-Mid Cap ETF

74 hedge funds and large institutions have $1B invested in Fidelity Fundamental Small-Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
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

Top Sellers

1 -$4.26M
2 -$636K
3 -$636K
4
Jane Street
Jane Street
New York
-$582K
5
Goldman Sachs
Goldman Sachs
New York
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$819M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.7M
RA
3
RFG Advisory
Alabama
$26.9M
KOMWMG
4
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$13.3M
EFA
5
Evernest Financial Advisors
Indiana
$9.6M
MCM
6
MAI Capital Management
Ohio
$9.59M
KL
7
Keenan LLC
Massachusetts
$9.25M
MMH
8
Menora Mivtachim Holdings
Israel
$7M
GPWA
9
Gaddis Premier Wealth Advisors
Oklahoma
$6.86M
NG
10
Novem Group
New York
$6.57M
SWA
11
Sax Wealth Advisors
New Jersey
$5.92M
SWM
12
SK Wealth Management
Rhode Island
$5.66M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.05M
CRW
14
Clarity Retirement & Wealth
Massachusetts
$3.52M
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$3.31M
JP Morgan Chase
16
JP Morgan Chase
New York
$3.2M
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$3.18M
AIM
18
Advyzon Investment Management
Illinois
$2.89M
MWS
19
MFA Wealth Services
California
$2.39M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.09M
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.97M
PSCM
22
Per Stirling Capital Management
Texas
$1.85M
PS
23
Principal Securities
Iowa
$1.84M
MHS
24
M Holdings Securities
Oregon
$1.8M
DC
25
Dahring Cusmano
Michigan
$1.79M