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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

134 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 40 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+28
Holders Change %
+26.42%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
40
Increased
58
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$312M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.7M
3
AI
Atria Investments
North Carolina
+$15.6M
4
Bank of America
Bank of America
North Carolina
+$10.9M
5
LPL Financial
LPL Financial
California
+$9.31M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
-$13.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.45M
3
SIM
Stratos Investment Management
Ohio
-$5.04M
4
Jane Street
Jane Street
New York
-$3.89M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
51
Roxbury Financial
New Jersey
$825K -$68.4K -1,650 -8%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$772K +$379K +9,128 +96%
SB
53
Strategic Blueprint
Georgia
$767K +$767K +18,500 New
CPCP
54
Cedar Point Capital Partners
Iowa
$742K -$52.7K -1,271 -7%
CIA
55
Concurrent Investment Advisors
Florida
$716K +$90.6K +2,185 +14%
CPIG
56
Chicago Partners Investment Group
Illinois
$700K – – –
MC
57
Montag & Caldwell
Georgia
$697K +$41 +1 +0%
GFPC
58
Global Financial Private Client
Florida
$672K +$672K +16,201 New
BCG
59
Breakwater Capital Group
New Jersey
$671K +$671K +16,182 New
BIS
60
BG Investment Services
Guam
$666K -$338K -8,139 -34%
PAG
61
Private Advisor Group
New Jersey
$654K -$120K -2,891 -15%
FA
62
Faithward Advisors
Pennsylvania
$581K +$136K +3,278 +31%
AWS
63
Atria Wealth Solutions
New York
$547K +$829 +20 +0.2%
AWM
64
AE Wealth Management
Kansas
$538K -$1.64M -39,659 -75%
DAS
65
Diversify Advisory Services
Utah
$514K +$37.4K +877 +8%
MFG
66
Merit Financial Group
Georgia
$493K +$6.88K +166 +1%
TFS
67
Thoroughbred Financial Services
Tennessee
$490K -$1.99K -48 -0.4%
SM
68
Sweeney & Michel
California
$453K -$630 -15 -0.1%
RA
69
RFG Advisory
Alabama
$438K +$41 +1 +0%
SWP
70
Stratos Wealth Partners
Ohio
$404K -$58.4K -1,409 -13%
Mariner
71
Mariner
Kansas
$397K +$49.3K +1,188 +14%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$380K +$51.9K +1,221 +16%
DPI
73
Diversified Portfolios Inc
Michigan
$355K -$19.5K -470 -5%
Renaissance Technologies
74
Renaissance Technologies
New York
$344K +$344K +8,300 New
SWGC
75
Summit Wealth Group (Colorado)
Colorado
$343K +$343K +8,263 New
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