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Fidelity Small-Mid Multifactor ETF

141 hedge funds and large institutions have $1.46B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
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
$238K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$707M
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$167M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$113M
Bank of America
4
Bank of America
North Carolina
$54.4M
LPL Financial
5
LPL Financial
California
$44.6M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$30.6M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$25.1M
AWMS
8
Advocacy Wealth Management Services
Georgia
$22.5M
KAS
9
Kestra Advisory Services
Texas
$19.2M
AI
10
Atria Investments
North Carolina
$16.8M
Stifel Financial
11
Stifel Financial
Missouri
$14.8M
Osaic Holdings
12
Osaic Holdings
Arizona
$14.8M
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$14.3M
GFG
14
Goldstone Financial Group
Illinois
$14M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$12M
Raymond James Financial
16
Raymond James Financial
Florida
$11.5M
SL
17
Systelligence LLC
Minnesota
$11.4M
AIA
18
AssuredPartners Investment Advisors
Florida
$10.4M
NG
19
Novem Group
New York
$8.86M
SPIA
20
Steward Partners Investment Advisory
New York
$8.82M
FFA
21
Farther Finance Advisors
California
$7.95M
PWM
22
Provident Wealth Management
Tennessee
$7.16M
ASN
23
Advisory Services Network
Georgia
$6.26M
MML Investors Services
24
MML Investors Services
Massachusetts
$6.18M
FSA
25
Financial Services Advisory
Maryland
$5.57M