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Fidelity Small-Mid Multifactor ETF

168 hedge funds and large institutions have $1.9B invested in Fidelity Small-Mid Multifactor ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$7.93M
PWM
27
Provident Wealth Management
Tennessee
$7.36M
BW
28
Bravera Wealth
North Dakota
$6.73M
ASN
29
Advisory Services Network
Georgia
$6.72M
MML Investors Services
30
MML Investors Services
Massachusetts
$6.41M
Two Sigma Investments
31
Two Sigma Investments
New York
$6.16M
FSA
32
Financial Services Advisory
Maryland
$5.76M
EPW
33
Evergreen Private Wealth
Colorado
$5.6M
IAA
34
Independent Advisor Alliance
North Carolina
$5.53M
SMF
35
Sterling Manor Financial
New York
$4.73M
LWP
36
Laurel Wealth Planning
Minnesota
$4.16M
FF
37
Fortitude Financial
Washington
$3.93M
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.78M
KPWS
39
Kestra Private Wealth Services
Texas
$3.67M
VHAM
40
Van Hulzen Asset Management
California
$3.61M
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$2.92M
TFM
42
Trademark Financial Management
Minnesota
$2.83M
Goldman Sachs
43
Goldman Sachs
New York
$2.8M
NG
44
Novem Group
New York
$2.6M
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2.58M
EA
46
Emerald Advisors
Washington
$2.54M
AWM
47
AE Wealth Management
Kansas
$2.35M
P
48
&Partners
Tennessee
$2.29M
FA
49
Faithward Advisors
Pennsylvania
$1.76M
KCIC
50
Kuhn & Co Investment Counsel
Illinois
$1.74M