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Fidelity Small-Mid Multifactor ETF

161 hedge funds and large institutions have $1.69B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more capital invested

Capital invested by funds: $1.48B → $1.69B (+$207M)

10% more funds holding

Funds holding: 147161 (+14)

2.43% more ownership

Funds ownership: 86.28%88.7% (+2.4%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
26
Increased
82
Reduced
34
Closed
11
Calls
$221K
Puts
Net Calls
+$221K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$1.72M -$24K -548 -1%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$1.7M +$42K +958 +3%
NMG
53
New Millennium Group
Utah
$1.66M -$26.9K -613 -2%
EH
54
Equitable Holdings
New York
$1.65M +$9.99K +228 +0.6%
FIA
55
Foundations Investment Advisors
Arizona
$1.64M +$133K +3,038 +9%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$1.6M +$689K +15,730 +77%
VWA
57
Visionary Wealth Advisors
Illinois
$1.52M +$162K +3,701 +12%
SB
58
Strategic Blueprint
Georgia
$1.5M +$352K +8,028 +31%
GVAG
59
Great Valley Advisor Group
Delaware
$1.5M -$2.06K -47 -0.1%
IA
60
IFP Advisors
Florida
$1.39M +$1.29M +29,358 +1,307%
KCIC
61
Kuhn & Co Investment Counsel
Illinois
$1.39M +$210K +4,786 +18%
EA
62
Emerald Advisors
Washington
$1.36M +$1.03M +23,470 +324%
HCM
63
Hicks Capital Management
Ohio
$1.3M +$179K +4,078 +16%
RWM
64
Riverbend Wealth Management
South Carolina
$1.27M +$71.9K +1,641 +6%
GFPC
65
Global Financial Private Client
Florida
$1.24M +$5.22K +119 +0.4%
HH
66
Hilltop Holdings
Texas
$1.23M -$148K -3,373 -11%
FA
67
Faithward Advisors
Pennsylvania
$1.1M +$274K +6,249 +33%
SWM
68
Spire Wealth Management
Virginia
$984K +$15.4K +352 +2%
RF
69
Roxbury Financial
New Jersey
$970K +$87K +1,985 +10%
IFG
70
Independent Financial Group
California
$968K +$29.5K +672 +3%
SWM
71
SHP Wealth Management
Massachusetts
$933K +$926K +21,136 New
JP Morgan Chase
72
JP Morgan Chase
New York
$919K -$173K -3,958 -16%
CIA
73
Concurrent Investment Advisors
Florida
$875K +$65.6K +1,497 +8%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$841K +$246K +5,609 +43%
MWM
75
Mascagni Wealth Management
Mississippi
$825K +$33.6K +767 +4%