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Fidelity Small-Mid Multifactor ETF

156 hedge funds and large institutions have $1.68B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$221K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$1.7M
NMG
52
New Millennium Group
Utah
$1.66M
EH
53
Equitable Holdings
New York
$1.65M
FIA
54
Foundations Investment Advisors
Arizona
$1.64M
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1.6M
VWA
56
Visionary Wealth Advisors
Illinois
$1.52M
SB
57
Strategic Blueprint
Georgia
$1.5M
GVAG
58
Great Valley Advisor Group
Delaware
$1.5M
IA
59
IFP Advisors
Florida
$1.39M
KCIC
60
Kuhn & Co Investment Counsel
Illinois
$1.39M
EA
61
Emerald Advisors
Washington
$1.36M
HCM
62
Hicks Capital Management
Ohio
$1.3M
RWM
63
Riverbend Wealth Management
South Carolina
$1.27M
GFPC
64
Global Financial Private Client
Florida
$1.24M
HH
65
Hilltop Holdings
Texas
$1.23M
FA
66
Faithward Advisors
Pennsylvania
$1.1M
SWM
67
Spire Wealth Management
Virginia
$984K
RF
68
Roxbury Financial
New Jersey
$970K
JP Morgan Chase
69
JP Morgan Chase
New York
$919K
CIA
70
Concurrent Investment Advisors
Florida
$875K
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$841K
MWM
72
Mascagni Wealth Management
Mississippi
$825K
MCC
73
Money Concepts Capital
Florida
$814K
CPCP
74
Cedar Point Capital Partners
Iowa
$775K
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$771K