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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

41 hedge funds and large institutions have $116M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
41
Holders Change
+12
Holders Change %
+41.38%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.25M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$40.6M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.32M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.59M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.8M

Top Sellers

1
CAM
1
Clarity Asset Management
Iowa
$40.3K
2
ASN
2
Advisory Services Network
Georgia
$1.22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$33K
4
UBS Group
4
UBS Group
Switzerland
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$545K
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
26
Merit Financial Group
Georgia
$377K 10,040 – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$257K 6,620 +196 +3%
Mariner
28
Mariner
Kansas
$252K 6,480 +6,480 New
JWCA
29
J.W. Cole Advisors
Florida
$208K 5,359 +5,359 New
SIS
30
Sound Income Strategies
Florida
$202K 5,210 +5,210 New
FFA
31
Farther Finance Advisors
California
$46.9K 1,219 +1,219 New
SPIA
32
Steward Partners Investment Advisory
New York
$44.7K 1,150 +1,150 New
CAM
33
Clarity Asset Management
Iowa
$40.3K 1,037 -10,483 -91%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$33K 850 -1,306 -61%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$33K 857 – –
PS
36
Principal Securities
Iowa
$8.12K 209 +209 New
GRP
37
Global Retirement Partners
California
$8.04K 207 +207 New
Morgan Stanley
38
Morgan Stanley
New York
$3.25K 83 -81 -49%
GJIA
39
Glass Jacobson Investment Advisors
Maryland
$2.14K 55 – –
SS
40
Sunbelt Securities
Texas
$544 14 – –
SWM
41
Spire Wealth Management
Virginia
$505 13 +13 New
Wells Fargo
42
Wells Fargo
California
– – – –
UBS Group
43
UBS Group
Switzerland
– – -934 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
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