Fidelity Small-Mid Multifactor ETF
FSMD
29 hedge funds and large institutions have $79.9M invested in Fidelity Small-Mid Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 6 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
20% more capital invested
Capital invested by funds: $66.4M → $79.9M (+$13.5M)
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.45% less ownership
Funds ownership: 55.55% → 55.11% (-0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.92M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$997K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$553K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$479K |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$382K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.45M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.91M |
| 3 |
Goldman Sachs
New York
|
-$1.16M |
| 4 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$576K |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$371K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $31K | – | – | – |
|
|
LOIP
27
Live Oak Investment Partners
Austin,
Texas
| $6.38K | – | – | – |
|
28
Morgan Stanley
New York
| $5.94K | +$2.71K | +82 | +100% |
|
|
GJIA
29
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $1.99K | – | – | – |
|
|
SS
30
Sunbelt Securities
Houston,
Texas
| $507 | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $12 | -$33 | -1 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$2.45M | -76,035 | Closed |
|
|
33
Goldman Sachs
New York
| – | -$1.16M | -35,974 | Closed |
|
|
SIS
34
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$576K | -17,325 | Closed |
|
|
IA
35
IFP Advisors
Tampa,
Florida
| – | -$22K | -683 | Closed |
|
|
GRP
36
Global Retirement Partners
San Rafael,
California
| – | -$11.9K | -376 | Closed |
|
FSMD Hedge Fund Activity: Q4 2023 in Review
29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q4 2023, worth a combined $79.9M — up 20% from $66.4M a quarter earlier.
Fund positioning in FSMD was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 6 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.92M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.45M sold.
- 29 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $79.9M of Fidelity Small-Mid Multifactor ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 6 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q4 2023 and 6 closed out, a net change of 0 holders.
- The largest Fidelity Small-Mid Multifactor ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $3.92M added.
- The largest Fidelity Small-Mid Multifactor ETF seller in Q4 2023 was Citadel Advisors, an estimated $2.45M sold.
Based on aggregated 13F filings for Q4 2023.