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Fidelity Fundamental Small-Mid Cap ETF

75 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 20 funds opening new positions, 38 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 9

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

21% more funds holding

Funds holding: 6275 (+13)

15% more capital invested

Capital invested by funds: $877M → $1B (+$128M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.12% less ownership

Funds ownership: 93.55%92.43% (-1.1%)

Holders
75
Holders Change
+13
Holders Change %
+20.97%
% of All Funds
0.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
38
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$819M +$68.3M +2,086,289 +9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$38.7M +$1.82M +55,595 +5%
RA
3
RFG Advisory
Alabama
$26.9M +$4.48M +136,812 +19%
KOMWMG
4
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$13.3M +$576K +17,585 +4%
EFA
5
Evernest Financial Advisors
Indiana
$9.6M -$4.26M -130,061 -32%
MCM
6
MAI Capital Management
Ohio
$9.59M +$61.6K +1,881 +0.6%
KL
7
Keenan LLC
Massachusetts
$9.25M +$810K +24,723 +9%
MMH
8
Menora Mivtachim Holdings
Israel
$7M -$636K -19,437 -8%
GPWA
9
Gaddis Premier Wealth Advisors
Oklahoma
$6.86M +$229K +7,005 +3%
NG
10
Novem Group
New York
$6.57M +$6.73M +205,593 New
SWA
11
Sax Wealth Advisors
New Jersey
$5.92M
SWM
12
SK Wealth Management
Rhode Island
$5.66M +$59.5K +1,818 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.05M +$2.44M +74,492 +142%
CRW
14
Clarity Retirement & Wealth
Massachusetts
$3.52M +$623K +19,014 +21%
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$3.31M +$1.7M +51,812 +100%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.2M +$404K +12,346 +14%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$3.18M +$2.69M +82,084 +511%
AIM
18
Advyzon Investment Management
Illinois
$2.89M +$2.97M +90,566 New
MWS
19
MFA Wealth Services
California
$2.39M +$93.2K +2,846 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.09M +$169K +5,174 +9%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.97M +$1.53M +46,838 +316%
PSCM
22
Per Stirling Capital Management
Texas
$1.85M +$1.89M +57,805 New
PS
23
Principal Securities
Iowa
$1.84M +$355K +10,852 +23%
MHS
24
M Holdings Securities
Oregon
$1.8M +$545K +16,650 +50%
DC
25
Dahring Cusmano
Michigan
$1.79M +$1.83M +55,908 New