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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

64 hedge funds and large institutions have $297M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
27
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$19.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$61.1M
3
SL
3
Systelligence LLC
Minnesota
$11.8M
4
SPIA
4
Steward Partners Investment Advisory
New York
$9.11M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.35M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$8.46M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.72M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LOIP
51
Live Oak Investment Partners
Texas
– – – –
GJIA
52
Glass Jacobson Investment Advisors
Maryland
$13K 314 +314 New
CFD
53
Creative Financial Designs
Indiana
$10.4K 251 +251 New
GRP
54
Global Retirement Partners
California
$8.57K 207 – –
CA
55
Claris Advisors
Missouri
$8.28K 200 +200 New
Morgan Stanley
56
Morgan Stanley
New York
$3.46K 83 -2 -2%
IA
57
IFP Advisors
Florida
$2.58K 62 +62 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$2.07K 50 +50 New
HI
59
Harbour Investments
Wisconsin
$1.82K 44 -13,305 -100%
MWM
60
Mascoma Wealth Management
New Hampshire
$1.78K 43 +43 New
CAM
61
Clarity Asset Management
Iowa
$980 24 – –
SWM
62
Spire Wealth Management
Virginia
$580 14 – –
SS
63
Sunbelt Securities
Texas
$580 14 – –
AF
64
Allworth Financial
California
$497 12 +12 New
Wells Fargo
65
Wells Fargo
California
$34 1 -426 -100%
Citadel Advisors
66
Citadel Advisors
Florida
– – -35,955 Closed
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
– – -17,009 Closed
OMC
68
Old Mission Capital
Illinois
– – -14,868 Closed
BWM
69
Birchcreek Wealth Management
Ohio
– – -8,567 Closed
MG
70
Mather Group
Illinois
– – -305 Closed
IAIM
71
International Assets Investment Management
Florida
– – -233 Closed
OP
72
ORG Partners
Indiana
– – -200 Closed
AF
73
Advisornet Financial
Minnesota
– – -25 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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