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Fidelity Small-Mid Multifactor ETF

143 hedge funds and large institutions have $1.46B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$238K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
51
Visionary Wealth Advisors
Illinois
$1.35M
GFPC
52
Global Financial Private Client
Florida
$1.23M
RWM
53
Riverbend Wealth Management
South Carolina
$1.2M
KCIC
54
Kuhn & Co Investment Counsel
Illinois
$1.18M
SB
55
Strategic Blueprint
Georgia
$1.15M
HCM
56
Hicks Capital Management
Ohio
$1.12M
JP Morgan Chase
57
JP Morgan Chase
New York
$1.09M
SWM
58
Spire Wealth Management
Virginia
$966K
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$903K
RF
60
Roxbury Financial
New Jersey
$880K
PAG
61
Private Advisor Group
New Jersey
$855K
FA
62
Faithward Advisors
Pennsylvania
$823K
CPCP
63
Cedar Point Capital Partners
Iowa
$808K
CIA
64
Concurrent Investment Advisors
Florida
$806K
MWM
65
Mascagni Wealth Management
Mississippi
$789K
RCAG
66
Rehmann Capital Advisory Group
Michigan
$746K
BCG
67
Breakwater Capital Group
New Jersey
$655K
BIS
68
BG Investment Services
Guam
$643K
CPIG
69
Chicago Partners Investment Group
Illinois
$633K
TFM
70
Trademark Financial Management
Minnesota
$607K
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$603K
DAS
72
Diversify Advisory Services
Utah
$572K
TFS
73
Thoroughbred Financial Services
Tennessee
$568K
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$563K
MFG
75
Merit Financial Group
Georgia
$542K