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Fidelity Small-Mid Multifactor ETF

161 hedge funds and large institutions have $1.69B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more capital invested

Capital invested by funds: $1.48B → $1.69B (+$207M)

10% more funds holding

Funds holding: 147161 (+14)

2.43% more ownership

Funds ownership: 86.28%88.7% (+2.4%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
26
Increased
82
Reduced
34
Closed
11
Calls
$221K
Puts
Net Calls
+$221K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$8.13M +$2.96M +67,613 +58%
MML Investors Services
27
MML Investors Services
Massachusetts
$7.51M +$1.31M +29,799 +21%
PWM
28
Provident Wealth Management
Tennessee
$7.33M +$152K +3,459 +2%
ASN
29
Advisory Services Network
Georgia
$6.56M +$277K +6,322 +4%
EPW
30
Evergreen Private Wealth
Colorado
$5.63M +$299K +6,813 +6%
FSA
31
Financial Services Advisory
Maryland
$5.58M -$7.45K -170 -0.1%
BW
32
Bravera Wealth
North Dakota
$5.52M +$5.48M +125,093 New
SMF
33
Sterling Manor Financial
New York
$4.72M -$85.7K -1,956 -2%
FF
34
Fortitude Financial
Washington
$4.19M +$4.16M +94,950 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$3.86M +$262K +5,971 +7%
VHAM
36
Van Hulzen Asset Management
California
$3.53M +$118K +2,702 +3%
Jane Street
37
Jane Street
New York
$3.39M +$1.16M +26,423 +52%
KPWS
38
Kestra Private Wealth Services
Texas
$3.36M +$827K +18,862 +33%
PFA
39
Presper Financial Architects
Ohio
$3.12M +$186K +4,249 +6%
Citadel Advisors
40
Citadel Advisors
Florida
$2.94M +$2.92M +66,601 New
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$2.93M -$2.6M -59,216 -47%
SAM
42
Smartleaf Asset Management
Massachusetts
$2.68M -$544K -12,413 -17%
Two Sigma Investments
43
Two Sigma Investments
New York
$2.64M +$2.62M +59,800 New
LWP
44
Laurel Wealth Planning
Minnesota
$2.3M +$241K +5,503 +12%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.27M +$58.9K +1,344 +3%
GSWM
46
Golden State Wealth Management
California
$2.25M -$62.1K -1,416 -3%
P
47
&Partners
Tennessee
$2.02M +$223K +5,096 +13%
AWM
48
AE Wealth Management
Kansas
$2.02M +$1.63M +37,258 +436%
TFM
49
Trademark Financial Management
Minnesota
$1.9M +$1.28M +29,272 +212%
JWCA
50
J.W. Cole Advisors
Florida
$1.87M +$425K +9,687 +30%