FSMD icon

Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

134 hedge funds and large institutions have $1.3B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+28
Holders Change %
+26.42%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
40
Increased
58
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$688M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$91.6M
3
AI
Atria Investments
North Carolina
$15.6M
4
Bank of America
Bank of America
North Carolina
$46.3M
5
LPL Financial
LPL Financial
California
$35.1M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$2.28M
3
SIM
Stratos Investment Management
Ohio
$297K
4
Jane Street
Jane Street
New York
$2.96M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.96M -$3.89M -93,718 -57%
FFA
27
Farther Finance Advisors
California
$2.77M +$1.35M +32,556 +95%
KPWS
28
Kestra Private Wealth Services
Texas
$2.29M +$53.2K +1,284 +2%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.28M -$5.45M -131,929 -70%
AAS
30
Avantax Advisory Services
Texas
$2.25M +$473K +11,400 +27%
Two Sigma Investments
31
Two Sigma Investments
New York
$2.18M +$2.18M +52,600 New
LWP
32
Laurel Wealth Planning
Minnesota
$2.07M +$216K +5,212 +12%
OIA
33
OneDigital Investment Advisors
Kansas
$2.02M +$2.02M +48,778 New
GSWM
34
Golden State Wealth Management
California
$1.87M +$1.87M +44,974 New
Citadel Advisors
35
Citadel Advisors
Florida
$1.86M +$1.86M +44,789 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.78M +$1.01M +24,342 +131%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$1.54M +$1.54M +37,068 New
EH
38
Equitable Holdings
New York
$1.45M +$425K +10,259 +42%
GVAG
39
Great Valley Advisor Group
Delaware
$1.4M +$661K +15,938 +90%
P
40
&Partners
Tennessee
$1.34M +$1.05M +25,214 +354%
HH
41
Hilltop Holdings
Texas
$1.31M -$15.4K -371 -1%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.26M -$2.34M -56,319 -65%
FIA
43
Foundations Investment Advisors
Arizona
$1.26M +$450K +10,860 +56%
VWA
44
Visionary Wealth Advisors
Illinois
$1.24M +$1.24M +29,947 New
RWM
45
Riverbend Wealth Management
South Carolina
$1.12M +$17.8K +430 +2%
KCIC
46
Kuhn & Co Investment Counsel
Illinois
$994K +$464K +11,183 +87%
JWCA
47
J.W. Cole Advisors
Florida
$942K +$238K +5,729 +34%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$862K +$113K +2,719 +15%
SWM
49
Spire Wealth Management
Virginia
$848K +$847K +20,414 +85,058%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$847K +$179K +4,311 +27%
1
2
3 4 5