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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

64 hedge funds and large institutions have $297M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
27
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$19.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$61.1M
3
SL
3
Systelligence LLC
Minnesota
$11.8M
4
SPIA
4
Steward Partners Investment Advisory
New York
$9.11M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.35M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$8.46M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.72M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$674K 17,881 – –
FFA
27
Farther Finance Advisors
California
$658K 15,898 +3,914 +33%
KPWS
28
Kestra Private Wealth Services
Texas
$599K 14,459 +14,459 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$566K 13,660 -1,947 -12%
MFG
30
Merit Financial Group
Georgia
$483K 11,661 +33 +0.3%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$422K 10,197 +3,222 +46%
AWS
32
Atria Wealth Solutions
New York
$332K 8,028 +1,961 +32%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$288K 6,948 +659 +10%
JWCA
34
J.W. Cole Advisors
Florida
$280K 6,760 +468 +7%
EH
35
Equitable Holdings
New York
$278K 6,704 +6,704 New
SOS
36
Silver Oak Securities
Tennessee
$275K 6,669 +6,669 New
Mariner
37
Mariner
Kansas
$268K 6,463 – –
KCIC
38
Kuhn & Co Investment Counsel
Illinois
$260K 6,285 +6,285 New
FPGK
39
Financial Partners Group (Kansas)
Kansas
$228K 5,501 +5,501 New
Stifel Financial
40
Stifel Financial
Missouri
$222K 5,354 -96 -2%
SIS
41
Sound Income Strategies
Florida
$216K 5,210 – –
FA
42
Faithward Advisors
Pennsylvania
$202K 4,887 +4,887 New
EB
43
Eastern Bank
Massachusetts
$83.4K 2,014 +2,014 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$76.3K 1,842 +1,029 +127%
UBS Group
45
UBS Group
Switzerland
$59.2K 1,430 – –
ZRP
46
Zynergy Retirement Planning
New Jersey
$57.2K 1,381 +202 +17%
PS
47
Principal Securities
Iowa
$39.7K 959 +750 +359%
CFB
48
Cullen/Frost Bankers
Texas
$39.7K 958 +659 +220%
WSFS
49
Wilmington Savings Fund Society
Delaware
$28.5K 689 +689 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$19.4K 470 – –
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2
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