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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

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
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$688M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$91.6M
3
AI
3
Atria Investments
North Carolina
$15.6M
4
Bank of America
4
Bank of America
North Carolina
$46.3M
5
LPL Financial
5
LPL Financial
California
$35.1M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.28M
3
SIM
3
Stratos Investment Management
Ohio
$297K
4
Jane Street
4
Jane Street
New York
$2.96M
5
PSCM
5
Per Stirling Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.96M 71,309 -93,718 -57%
FFA
27
Farther Finance Advisors
California
$2.77M 66,731 +32,556 +95%
KPWS
28
Kestra Private Wealth Services
Texas
$2.29M 55,152 +1,284 +2%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.28M 55,265 -131,929 -70%
AAS
30
Avantax Advisory Services
Texas
$2.25M 54,221 +11,400 +27%
Two Sigma Investments
31
Two Sigma Investments
New York
$2.18M 52,600 +52,600 New
LWP
32
Laurel Wealth Planning
Minnesota
$2.07M 49,798 +5,212 +12%
OIA
33
OneDigital Investment Advisors
Kansas
$2.02M 48,778 +48,778 New
GSWM
34
Golden State Wealth Management
California
$1.87M 44,974 +44,974 New
Citadel Advisors
35
Citadel Advisors
Florida
$1.86M 44,789 +44,789 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.78M 42,993 +24,342 +131%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$1.54M 37,068 +37,068 New
EH
38
Equitable Holdings
New York
$1.45M 34,905 +10,259 +42%
GVAG
39
Great Valley Advisor Group
Delaware
$1.4M 33,669 +15,938 +90%
P
40
&Partners
Tennessee
$1.34M 32,341 +25,214 +354%
HH
41
Hilltop Holdings
Texas
$1.31M 31,681 -371 -1%
FIA
42
Foundations Investment Advisors
Arizona
$1.26M 30,272 +10,860 +56%
VWA
43
Visionary Wealth Advisors
Illinois
$1.24M 29,947 +29,947 New
RWM
44
Riverbend Wealth Management
South Carolina
$1.12M 27,058 +430 +2%
KCIC
45
Kuhn & Co Investment Counsel
Illinois
$994K 23,974 +11,183 +87%
JWCA
46
J.W. Cole Advisors
Florida
$942K 22,725 +5,729 +34%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$862K 20,795 +2,719 +15%
SWM
48
Spire Wealth Management
Virginia
$848K 20,438 +20,414 +85,058%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$847K 20,426 +4,311 +27%
RF
50
Roxbury Financial
New Jersey
$825K 19,894 -1,650 -8%
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