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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

132 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 39 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
132
Holders Change
+26
Holders Change %
+24.53%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
39
Increased
58
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.28M
3
SIM
3
Stratos Investment Management
Ohio
$297K
4
Jane Street
4
Jane Street
New York
$2.96M
5
PSCM
5
Per Stirling Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$772K 18,613 +9,128 +96%
SB
52
Strategic Blueprint
Georgia
$767K 18,500 +18,500 New
CPCP
53
Cedar Point Capital Partners
Iowa
$742K 17,881 -1,271 -7%
CIA
54
Concurrent Investment Advisors
Florida
$716K 17,261 +2,185 +14%
CPIG
55
Chicago Partners Investment Group
Illinois
$700K 16,450 – –
MC
56
Montag & Caldwell
Georgia
$697K 16,819 +1 +0%
GFPC
57
Global Financial Private Client
Florida
$672K 16,201 +16,201 New
BCG
58
Breakwater Capital Group
New Jersey
$671K 16,182 +16,182 New
BIS
59
BG Investment Services
Guam
$666K 16,055 -8,139 -34%
PAG
60
Private Advisor Group
New Jersey
$654K 15,778 -2,891 -15%
FA
61
Faithward Advisors
Pennsylvania
$581K 13,999 +3,278 +31%
AWS
62
Atria Wealth Solutions
New York
$547K 13,197 +20 +0.2%
AWM
63
AE Wealth Management
Kansas
$538K 12,980 -39,659 -75%
DAS
64
Diversify Advisory Services
Utah
$514K 12,029 +877 +8%
MFG
65
Merit Financial Group
Georgia
$493K 11,898 +166 +1%
TFS
66
Thoroughbred Financial Services
Tennessee
$490K 11,816 -48 -0.4%
SM
67
Sweeney & Michel
California
$453K 10,785 -15 -0.1%
RA
68
RFG Advisory
Alabama
$438K 10,571 +1 +0%
SWP
69
Stratos Wealth Partners
Ohio
$404K 9,738 -1,409 -13%
Mariner
70
Mariner
Kansas
$397K 9,583 +1,188 +14%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$380K 8,947 +1,221 +16%
DPI
72
Diversified Portfolios Inc
Michigan
$355K 8,564 -470 -5%
Renaissance Technologies
73
Renaissance Technologies
New York
$344K 8,300 +8,300 New
SWGC
74
Summit Wealth Group (Colorado)
Colorado
$343K 8,263 +8,263 New
SOS
75
Silver Oak Securities
Tennessee
$341K 8,221 -294 -3%
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