FSMD icon

Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

106 hedge funds and large institutions have $872M invested in Fidelity Small-Mid Multifactor ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
51
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$355M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$35.1M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$28.2M
4
Bank of America
Bank of America
North Carolina
+$17.6M
5
LPL Financial
LPL Financial
California
+$10.4M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
-$5.54M
2
SIM
Stratos Investment Management
Ohio
-$3.64M
3
SMF
Sterling Manor Financial
New York
-$3.35M
4
Stifel Financial
Stifel Financial
Missouri
-$1.45M
5
IAA
Independent Advisor Alliance
North Carolina
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
26
Van Hulzen Asset Management
California
$2.8M +$2.8M +71,412 New
ASN
27
Advisory Services Network
Georgia
$2.56M +$2.56M +65,250 New
KPWS
28
Kestra Private Wealth Services
Texas
$2.11M +$967K +24,683 +85%
AWM
29
AE Wealth Management
Kansas
$2.06M +$200K +5,108 +11%
TFM
30
Trademark Financial Management
Minnesota
$1.95M -$152K -3,894 -7%
PSCM
31
Per Stirling Capital Management
Texas
$1.88M +$1.88M +48,056 New
LWP
32
Laurel Wealth Planning
Minnesota
$1.75M +$1.75M +44,586 New
AAS
33
Avantax Advisory Services
Texas
$1.68M -$427K -10,912 -20%
Goldman Sachs
34
Goldman Sachs
New York
$1.64M +$840K +21,452 +105%
FFA
35
Farther Finance Advisors
California
$1.34M +$370K +9,437 +38%
HH
36
Hilltop Holdings
Texas
$1.26M +$1.26M +32,052 New
RWM
37
Riverbend Wealth Management
South Carolina
$1.04M +$62K +1,582 +6%
EH
38
Equitable Holdings
New York
$965K +$242K +6,178 +33%
BIS
39
BG Investment Services
Guam
$947K +$307K +7,840 +48%
RF
40
Roxbury Financial
New Jersey
$882K +$61.5K +1,503 +7%
FIA
41
Foundations Investment Advisors
Arizona
$760K +$563K +14,380 +286%
CPCP
42
Cedar Point Capital Partners
Iowa
$750K +$32.5K +830 +5%
FTS
43
Fifth Third Securities
Ohio
$748K -$355K -9,054 -32%
PAG
44
Private Advisor Group
New Jersey
$731K +$495K +12,653 +210%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$730K +$172K +4,399 +31%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$708K +$101K +2,585 +17%
GVAG
47
Great Valley Advisor Group
Delaware
$694K +$43.4K +1,108 +7%
JWCA
48
J.W. Cole Advisors
Florida
$666K +$354K +9,035 +113%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$664K – – –
MC
50
Montag & Caldwell
Georgia
$659K +$659K +16,818 New
1
2
3 4 5