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Fidelity Small-Mid Multifactor ETF

134 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 40 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$312M
2 +$15.7M
3 +$15.6M
4
Bank of America
Bank of America
North Carolina
+$10.9M
5
LPL Financial
LPL Financial
California
+$9.31M

Top Sellers

1 -$13.7M
2 -$6.09M
3 -$5.45M
4
SIM
Stratos Investment Management
Ohio
-$5.04M
5
Jane Street
Jane Street
New York
-$3.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$2.96M
FFA
27
Farther Finance Advisors
California
$2.77M
KPWS
28
Kestra Private Wealth Services
Texas
$2.29M
Osaic Holdings
29
Osaic Holdings
Arizona
$2.28M
AAS
30
Avantax Advisory Services
Texas
$2.25M
Two Sigma Investments
31
Two Sigma Investments
New York
$2.18M
LWP
32
Laurel Wealth Planning
Minnesota
$2.07M
OIA
33
OneDigital Investment Advisors
Kansas
$2.02M
GSWM
34
Golden State Wealth Management
California
$1.87M
Citadel Advisors
35
Citadel Advisors
Florida
$1.86M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.78M
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$1.54M
EH
38
Equitable Holdings
New York
$1.45M
GVAG
39
Great Valley Advisor Group
Delaware
$1.4M
P
40
&Partners
Tennessee
$1.34M
HH
41
Hilltop Holdings
Texas
$1.31M
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.26M
FIA
43
Foundations Investment Advisors
Arizona
$1.26M
VWA
44
Visionary Wealth Advisors
Illinois
$1.24M
RWM
45
Riverbend Wealth Management
South Carolina
$1.12M
KCIC
46
Kuhn & Co Investment Counsel
Illinois
$994K
JWCA
47
J.W. Cole Advisors
Florida
$942K
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$862K
SWM
49
Spire Wealth Management
Virginia
$848K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$847K