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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

54 hedge funds and large institutions have $213M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
23
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$79.7M
2
SMF
2
Sterling Manor Financial
New York
$7.08M
3
SIM
3
Stratos Investment Management
Ohio
$6.22M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$44.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.94M
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
ASN
3
Advisory Services Network
Georgia
$674K
4
Jane Street
4
Jane Street
New York
$0
5
CAM
5
Clarity Asset Management
Iowa
$889
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$560K 14,868 +14,868 New
HI
27
Harbour Investments
Wisconsin
$503K 13,349 -125 -0.9%
FFA
28
Farther Finance Advisors
California
$449K 11,984 +10,765 +883%
MFG
29
Merit Financial Group
Georgia
$438K 11,628 +1,588 +16%
BWM
30
Birchcreek Wealth Management
Ohio
$323K 8,567 +8,567 New
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$263K 6,975 +6,975 New
Mariner
32
Mariner
Kansas
$244K 6,463 -17 -0.3%
JWCA
33
J.W. Cole Advisors
Florida
$237K 6,292 +933 +17%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$237K 6,289 -331 -5%
AWS
35
Atria Wealth Solutions
New York
$229K 6,067 +6,067 New
Stifel Financial
36
Stifel Financial
Missouri
$205K 5,450 +5,450 New
SIS
37
Sound Income Strategies
Florida
$196K 5,210 – –
UBS Group
38
UBS Group
Switzerland
$53.9K 1,430 +1,430 New
SPIA
39
Steward Partners Investment Advisory
New York
$45.9K 1,218 +68 +6%
ZRP
40
Zynergy Retirement Planning
New Jersey
$44.4K 1,179 +1,179 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$30.6K 813 -37 -4%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$17.8K 470 +470 New
Wells Fargo
43
Wells Fargo
California
$16.1K 427 +427 New
MG
44
Mather Group
Illinois
$11.9K 305 +305 New
CFB
45
Cullen/Frost Bankers
Texas
$11.2K 299 +299 New
IAIM
46
International Assets Investment Management
Florida
$8.78K 233 +233 New
PS
47
Principal Securities
Iowa
$7.88K 209 – –
GRP
48
Global Retirement Partners
California
$7.8K 207 – –
LOIP
49
Live Oak Investment Partners
Texas
– – – –
OP
50
ORG Partners
Indiana
$7.49K 200 +200 New
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2
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