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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

106 hedge funds and large institutions have $872M invested in Fidelity Small-Mid Multifactor ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
51
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$355M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$35.1M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$28.2M
4
Bank of America
Bank of America
North Carolina
+$17.6M
5
LPL Financial
LPL Financial
California
+$10.4M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
-$5.54M
2
SIM
Stratos Investment Management
Ohio
-$3.64M
3
SMF
Sterling Manor Financial
New York
-$3.35M
4
Stifel Financial
Stifel Financial
Missouri
-$1.45M
5
IAA
Independent Advisor Alliance
North Carolina
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$645K +$645K +16,450 New
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$631K +$631K +16,115 New
CIA
53
Concurrent Investment Advisors
Florida
$590K +$167K +4,260 +39%
AWS
54
Atria Wealth Solutions
New York
$516K +$122K +3,106 +31%
KCIC
55
Kuhn & Co Investment Counsel
Illinois
$501K +$163K +4,175 +48%
TFS
56
Thoroughbred Financial Services
Tennessee
$464K – – –
MFG
57
Merit Financial Group
Georgia
$459K +$1.49K +38 +0.3%
SWP
58
Stratos Wealth Partners
Ohio
$437K +$47.2K +1,205 +12%
DAS
59
Diversify Advisory Services
Utah
$429K +$429K +11,152 New
FA
60
Faithward Advisors
Pennsylvania
$420K +$73.4K +1,874 +21%
RA
61
RFG Advisory
Alabama
$414K +$414K +10,570 New
SM
62
Sweeney & Michel
California
$374K +$374K +10,800 New
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$371K +$40.4K +1,031 +12%
DPI
64
Diversified Portfolios Inc
Michigan
$354K -$90.3K -2,306 -20%
SOS
65
Silver Oak Securities
Tennessee
$330K +$45.8K +1,179 +16%
Mariner
66
Mariner
Kansas
$329K +$59.2K +1,511 +22%
UCFA
67
United Capital Financial Advisors
Texas
$319K +$319K +8,144 New
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$303K +$303K +7,726 New
PAS
69
PKS Advisory Services
New York
$289K -$446K -11,401 -61%
P
70
&Partners
Tennessee
$277K +$11.1K +286 +4%
CL
71
CLG LLC
California
$270K +$270K +6,906 New
CA
72
CoreCap Advisors
Michigan
$260K +$260K +6,650 New
CFB
73
Cullen/Frost Bankers
Texas
$244K +$167K +4,269 +217%
HP
74
Holistic Planning
Texas
$234K – – –
UBS Group
75
UBS Group
Switzerland
$234K +$10.3K +264 +5%
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3
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