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Fidelity Small-Mid Multifactor ETF

88 hedge funds and large institutions have $407M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 5 reducing their positions, and 8 closing their positions.

Holders
88
Holders Change
+24
Holders Change %
+37.5%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
33
Increased
42
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$328K 7,961 +1,201 +18%
SOS
52
Silver Oak Securities
Tennessee
$302K 7,336 +667 +10%
P
53
&Partners
Tennessee
$284K 6,841 +6,841 New
Mariner
54
Mariner
Kansas
$283K 6,884 +421 +7%
PAG
55
Private Advisor Group
New Jersey
$248K 6,016 +6,016 New
HP
56
Holistic Planning
Texas
$246K 5,965 +5,965 New
Creative Planning
57
Creative Planning
Kansas
$243K 5,905 +5,905 New
MOS
58
MGO One Seven
Ohio
$240K 5,833 +5,833 New
UBS Group
59
UBS Group
Switzerland
$235K 5,699 +4,269 +299%
HighTower Advisors
60
HighTower Advisors
Illinois
$230K 5,578 +5,578 New
NEPWA
61
New England Private Wealth Advisors
Massachusetts
$229K 5,574 +5,574 New
PWA
62
Prairie Wealth Advisors
Nebraska
$216K 5,255 +5,255 New
SIS
63
Sound Income Strategies
Florida
$214K 5,210
GRP
64
Global Retirement Partners
California
$208K 5,051 +4,844 +2,340%
FIA
65
Foundations Investment Advisors
Arizona
$207K 5,032 +5,032 New
EB
66
Eastern Bank
Massachusetts
$179K 4,345 +2,331 +116%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$145K 3,519 +3,519 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$128K 3,118 +1,276 +69%
NWM
69
Nova Wealth Management
Florida
$87.2K 2,118 +2,118 New
CFB
70
Cullen/Frost Bankers
Texas
$81K 1,968 +1,010 +105%
PS
71
Principal Securities
Iowa
$74.5K 1,810 +851 +89%
ZRP
72
Zynergy Retirement Planning
New Jersey
$57.2K 1,381
NWMP
73
Noble Wealth Management PBC
Colorado
$53.5K 1,300 +1,300 New
KIM
74
Kestra Investment Management
Texas
$53.2K 1,293 +1,293 New
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$33.8K 820 +350 +74%