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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

30 hedge funds and large institutions have $65.1M invested in Fidelity Small-Mid Multifactor ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$848K
3
ASN
3
Advisory Services Network
Georgia
$863K
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.03M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$825K

Top Sellers

1
IA
1
IFP Advisors
Florida
$1.3M
2
BFA
2
BMS Financial Advisors
South Dakota
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.37M
5
Brown Advisory
5
Brown Advisory
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$2.74K 82 -185 -69%
LOIP
27
Live Oak Investment Partners
Texas
– – – –
GJIA
28
Glass Jacobson Investment Advisors
Maryland
$1.84K 55 +55 New
SS
29
Sunbelt Securities
Texas
$468 14 +14 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$33 1 -3 -75%
Wells Fargo
31
Wells Fargo
California
$17 1 +1 New
BFA
32
BMS Financial Advisors
South Dakota
– – -19,612 Closed
FTUS
33
Flow Traders U.S.
New York
– – -18,043 Closed
Brown Advisory
34
Brown Advisory
Maryland
– – -9,352 Closed
AAS
35
Ameritas Advisory Services
Nebraska
– – -2,020 Closed
CFGS
36
Concourse Financial Group Securities
Alabama
– – – –
1
2