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Fidelity Small-Mid Multifactor ETF

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
26
Van Hulzen Asset Management
California
$2.8M
ASN
27
Advisory Services Network
Georgia
$2.56M
KPWS
28
Kestra Private Wealth Services
Texas
$2.11M
AWM
29
AE Wealth Management
Kansas
$2.06M
TFM
30
Trademark Financial Management
Minnesota
$1.95M
PSCM
31
Per Stirling Capital Management
Texas
$1.88M
LWP
32
Laurel Wealth Planning
Minnesota
$1.75M
AAS
33
Avantax Advisory Services
Texas
$1.68M
Goldman Sachs
34
Goldman Sachs
New York
$1.64M
FFA
35
Farther Finance Advisors
California
$1.34M
HH
36
Hilltop Holdings
Texas
$1.26M
RWM
37
Riverbend Wealth Management
South Carolina
$1.04M
EH
38
Equitable Holdings
New York
$965K
BIS
39
BG Investment Services
Guam
$947K
RF
40
Roxbury Financial
New Jersey
$882K
FIA
41
Foundations Investment Advisors
Arizona
$760K
CPCP
42
Cedar Point Capital Partners
Iowa
$750K
FTS
43
Fifth Third Securities
Ohio
$748K
PAG
44
Private Advisor Group
New Jersey
$731K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$730K
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$708K
GVAG
47
Great Valley Advisor Group
Delaware
$694K
JWCA
48
J.W. Cole Advisors
Florida
$666K
RCAG
49
Rehmann Capital Advisory Group
Michigan
$664K
MC
50
Montag & Caldwell
Georgia
$659K