Fidelity Small-Mid Multifactor ETF
FSMD
23 hedge funds and large institutions have $52.7M invested in Fidelity Small-Mid Multifactor ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 2 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
53% more capital invested
Capital invested by funds: $34.4M → $52.7M (+$18.3M)
35% more funds holding
Funds holding: 17 → 23 (+6)
3.5% more ownership
Funds ownership: 54.49% → 57.99% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.74M |
| 2 |
Goldman Sachs
New York
|
+$2.09M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.01M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.93M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$853K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
-$907K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$395K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$226K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$226K | -7,849 | Closed |
|
FSMD Hedge Fund Activity: Q4 2022 in Review
23 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q4 2022, worth a combined $52.7M — up 53% from $34.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FSMD positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 1 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $7.74M. The largest seller was BMS Financial Advisors, exiting entirely with an estimated $907K sold.
- 23 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q4 2022, up from 17 in Q3 2022.
- Funds reported $52.7M of Fidelity Small-Mid Multifactor ETF stock for Q4 2022, up 53% quarter-over-quarter.
- 8 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q4 2022 and 2 closed out, a net change of +6 holders.
- The largest Fidelity Small-Mid Multifactor ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $7.74M added.
- The largest Fidelity Small-Mid Multifactor ETF seller in Q4 2022 was BMS Financial Advisors, an estimated $907K sold.
Based on aggregated 13F filings for Q4 2022.