FSMD icon

Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

88 hedge funds and large institutions have $407M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 5 reducing their positions, and 8 closing their positions.

Holders
88
Holders Change
+24
Holders Change %
+37.5%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
33
Increased
42
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$14.8M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$106M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$72.1M
4
Bank of America
4
Bank of America
North Carolina
$16.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.7M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$0
2
ASN
2
Advisory Services Network
Georgia
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.4M
4
FPGK
4
Financial Partners Group (Kansas)
Kansas
$0
5
SMF
5
Sterling Manor Financial
New York
$8.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.4M 33,886 -7,658 -18%
KPWS
27
Kestra Private Wealth Services
Texas
$1.2M 29,185 +14,726 +102%
FTS
28
Fifth Third Securities
Ohio
$1.16M 28,166 +28,166 New
RWM
29
Riverbend Wealth Management
South Carolina
$1.03M 25,046 +25,046 New
FFA
30
Farther Finance Advisors
California
$1.02M 24,738 +8,840 +56%
RF
31
Roxbury Financial
New Jersey
$895K 20,041 +20,041 New
Goldman Sachs
32
Goldman Sachs
New York
$844K 20,505 +20,505 New
PAS
33
PKS Advisory Services
New York
$773K 18,774 +18,774 New
EH
34
Equitable Holdings
New York
$760K 18,468 +11,764 +175%
CPCP
35
Cedar Point Capital Partners
Iowa
$754K 18,322 +1,529 +9%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$698K 16,961 – –
GVAG
37
Great Valley Advisor Group
Delaware
$684K 16,623 -224 -1%
Citadel Advisors
38
Citadel Advisors
Florida
$682K 16,560 +16,560 New
BIS
39
BG Investment Services
Guam
$673K 16,354 +16,354 New
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$638K 15,491 +5,294 +52%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$587K 14,252 +592 +4%
TFS
42
Thoroughbred Financial Services
Tennessee
$488K 11,864 +11,864 New
MFG
43
Merit Financial Group
Georgia
$481K 11,694 +33 +0.3%
DPI
44
Diversified Portfolios Inc
Michigan
$467K 11,340 +11,340 New
CIA
45
Concurrent Investment Advisors
Florida
$445K 10,816 +10,816 New
AWS
46
Atria Wealth Solutions
New York
$415K 10,071 +2,043 +25%
SWP
47
Stratos Wealth Partners
Ohio
$409K 9,942 +9,942 New
FA
48
Faithward Advisors
Pennsylvania
$364K 8,847 +3,960 +81%
KCIC
49
Kuhn & Co Investment Counsel
Illinois
$355K 8,616 +2,331 +37%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$348K 8,454 +1,506 +22%
1
2
3 4