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Fidelity Small-Mid Multifactor ETF

171 hedge funds and large institutions have $1.9B invested in Fidelity Small-Mid Multifactor ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 37

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $1.69B → $1.9B (+$214M)

6% more funds holding

Funds holding: 161171 (+10)

0.94% more ownership

Funds ownership: 88.7%89.65% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
171
Holders Change
+10
Holders Change %
+6.21%
% of All Funds
2.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
29
Increased
86
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$7.93M -$3.09M -67,348 -28%
PWM
27
Provident Wealth Management
Tennessee
$7.36M -$71K -1,549 -0.9%
BW
28
Bravera Wealth
North Dakota
$6.73M +$1.16M +25,291 +20%
ASN
29
Advisory Services Network
Georgia
$6.72M +$72.9K +1,589 +1%
MML Investors Services
30
MML Investors Services
Massachusetts
$6.41M -$1.23M -26,864 -16%
Two Sigma Investments
31
Two Sigma Investments
New York
$6.16M +$3.57M +77,900 +130%
FSA
32
Financial Services Advisory
Maryland
$5.76M +$108K +2,364 +2%
EPW
33
Evergreen Private Wealth
Colorado
$5.6M -$108K -2,352 -2%
IAA
34
Independent Advisor Alliance
North Carolina
$5.53M +$5.67M +123,592 New
SMF
35
Sterling Manor Financial
New York
$4.73M -$48.8K -1,064 -1%
LWP
36
Laurel Wealth Planning
Minnesota
$4.16M +$1.87M +40,735 +78%
FF
37
Fortitude Financial
Washington
$3.93M -$325K -7,098 -7%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.78M -$130K -2,844 -3%
KPWS
39
Kestra Private Wealth Services
Texas
$3.67M +$263K +5,745 +8%
VHAM
40
Van Hulzen Asset Management
California
$3.61M +$33.6K +733 +0.9%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$2.92M -$53.9K -1,176 -2%
TFM
42
Trademark Financial Management
Minnesota
$2.83M +$928K +20,248 +47%
Goldman Sachs
43
Goldman Sachs
New York
$2.8M +$2.87M +62,583 New
NG
44
Novem Group
New York
$2.6M -$6.64M -144,714 -71%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.58M +$295K +6,439 +13%
EA
46
Emerald Advisors
Washington
$2.54M +$1.19M +26,043 +85%
AWM
47
AE Wealth Management
Kansas
$2.35M +$309K +6,734 +15%
P
48
&Partners
Tennessee
$2.29M +$217K +4,726 +10%
FA
49
Faithward Advisors
Pennsylvania
$1.76M +$663K +14,451 +58%
KCIC
50
Kuhn & Co Investment Counsel
Illinois
$1.74M +$336K +7,332 +23%