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Fidelity Small-Mid Multifactor ETF

132 hedge funds and large institutions have $1.3B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
132
Holders Change
+26
Holders Change %
+24.53%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
39
Increased
58
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$688M 16,578,869 +7,516,038 +83%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$147M 3,551,494 +73,441 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$91.6M 2,208,276 +377,640 +21%
Bank of America
4
Bank of America
North Carolina
$46.3M 1,116,813 +261,808 +31%
LPL Financial
5
LPL Financial
California
$35.1M 845,378 +224,588 +36%
AWMS
6
Advocacy Wealth Management Services
Georgia
$28.5M 686,805 -32,642 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.2M 631,790 +193,853 +44%
KAS
8
Kestra Advisory Services
Texas
$18.3M 441,185 +132,886 +43%
SL
9
Systelligence LLC
Minnesota
$17.1M 411,287 +15,844 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$16.9M 407,073 +31,998 +9%
Raymond James Financial
11
Raymond James Financial
Florida
$16.5M 397,102 +29,184 +8%
AI
12
Atria Investments
North Carolina
$15.6M 375,662 +375,662 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$11.9M 286,148 -38,981 -12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.7M 256,896 +7,524 +3%
Stifel Financial
15
Stifel Financial
Missouri
$10.3M 247,254 +24,991 +11%
AIA
16
AssuredPartners Investment Advisors
Florida
$9.45M 227,826 -18,833 -8%
SPIA
17
Steward Partners Investment Advisory
New York
$8.36M 201,710 -3,612 -2%
NG
18
Novem Group
New York
$6.95M 167,625 +167,625 New
PWM
19
Provident Wealth Management
Tennessee
$6.69M 161,237 +195 +0.1%
ASN
20
Advisory Services Network
Georgia
$5.81M 138,702 +73,452 +113%
MML Investors Services
21
MML Investors Services
Massachusetts
$5.77M 139,142 +133,565 +2,395%
EPW
22
Evergreen Private Wealth
Colorado
$5.1M 122,952 +5,062 +4%
SMF
23
Sterling Manor Financial
New York
$4.63M 111,628 -2,898 -3%
Goldman Sachs
24
Goldman Sachs
New York
$3.74M 90,242 +48,285 +115%
VHAM
25
Van Hulzen Asset Management
California
$3.04M 73,228 +1,816 +3%