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Fidelity Small-Mid Multifactor ETF

145 hedge funds and large institutions have $1.48B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$238K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
26
Financial Services Advisory
Maryland
$5.57M
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$5.53M
EPW
28
Evergreen Private Wealth
Colorado
$5.31M
OIA
29
OneDigital Investment Advisors
Kansas
$5.13M
Goldman Sachs
30
Goldman Sachs
New York
$5.11M
LSWP
31
Liberty Square Wealth Partners
Pennsylvania
$5.03M
SMF
32
Sterling Manor Financial
New York
$4.79M
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.58M
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$3.5M
VHAM
35
Van Hulzen Asset Management
California
$3.4M
SAM
36
Smartleaf Asset Management
Massachusetts
$3.18M
PFA
37
Presper Financial Architects
Ohio
$2.92M
KPWS
38
Kestra Private Wealth Services
Texas
$2.53M
GSWM
39
Golden State Wealth Management
California
$2.31M
Jane Street
40
Jane Street
New York
$2.22M
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.2M
LWP
42
Laurel Wealth Planning
Minnesota
$2.05M
P
43
&Partners
Tennessee
$1.79M
Ameriprise
44
Ameriprise
Minnesota
$1.74M
NMG
45
New Millennium Group
Utah
$1.68M
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$1.65M
EH
47
Equitable Holdings
New York
$1.64M
FIA
48
Foundations Investment Advisors
Arizona
$1.5M
GVAG
49
Great Valley Advisor Group
Delaware
$1.5M
JWCA
50
J.W. Cole Advisors
Florida
$1.44M