Fidelity Small-Mid Multifactor ETF
FSMD
54 hedge funds and large institutions have $213M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
229% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 7
84% more capital invested
Capital invested by funds: $116M → $213M (+$96.9M)
32% more funds holding
Funds holding: 41 → 54 (+13)
7.76% more ownership
Funds ownership: 55.14% → 62.9% (+7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$79.7M |
| 2 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$7.08M |
| 3 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$6.22M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.02M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.42M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.98M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$514K |
| 4 |
Jane Street
New York
|
-$448K |
| 5 |
CAM
Clarity Asset Management
Ames,
Iowa
|
-$38.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Morgan Stanley
New York
| $3.23K | +$75 | +2 | +2% |
|
|
AF
52
Advisornet Financial
Minnetonka,
Minnesota
| $942 | +$942 | +25 | New |
|
|
CAM
53
Clarity Asset Management
Ames,
Iowa
| $889 | -$38.2K | -1,013 | -98% |
|
|
SS
54
Sunbelt Securities
Houston,
Texas
| $528 | – | – | – |
|
|
SWM
55
Spire Wealth Management
Mclean,
Virginia
| $528 | +$38 | +1 | +8% |
|
|
LNC
56
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$1.98M | -50,883 | Closed |
|
|
57
Jane Street
New York
| – | -$448K | -11,521 | Closed |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$33K | -857 | Closed |
|
|
GJIA
59
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$2.14K | -55 | Closed |
|
FSMD Hedge Fund Activity: Q2 2024 in Review
54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q2 2024, worth a combined $213M — up 84% from $116M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FSMD positions and 4 closed out — a net gain of 15 holders — while 23 added to existing stakes and 7 trimmed.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $79.7M. The largest seller was Osaic Holdings, cutting an estimated $4.42M.
- 54 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q2 2024, up from 41 in Q1 2024.
- Funds reported $213M of Fidelity Small-Mid Multifactor ETF stock for Q2 2024, up 84% quarter-over-quarter.
- 19 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q2 2024 and 4 closed out, a net change of +15 holders.
- The largest Fidelity Small-Mid Multifactor ETF buyer in Q2 2024 was Retirement Planning Group (Kansas), an estimated $79.7M added.
- The largest Fidelity Small-Mid Multifactor ETF seller in Q2 2024 was Osaic Holdings, an estimated $4.42M sold.
Based on aggregated 13F filings for Q2 2024.