FSMD icon

Fidelity Small-Mid Multifactor ETF

145 hedge funds and large institutions have $1.48B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
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
HH
51
Hilltop Holdings
Texas
$1.38M
VWA
52
Visionary Wealth Advisors
Illinois
$1.35M
GFPC
53
Global Financial Private Client
Florida
$1.23M
RWM
54
Riverbend Wealth Management
South Carolina
$1.2M
KCIC
55
Kuhn & Co Investment Counsel
Illinois
$1.18M
SB
56
Strategic Blueprint
Georgia
$1.15M
HCM
57
Hicks Capital Management
Ohio
$1.12M
JP Morgan Chase
58
JP Morgan Chase
New York
$1.09M
SWM
59
Spire Wealth Management
Virginia
$966K
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$903K
RF
61
Roxbury Financial
New Jersey
$880K
PAG
62
Private Advisor Group
New Jersey
$855K
FA
63
Faithward Advisors
Pennsylvania
$823K
CPCP
64
Cedar Point Capital Partners
Iowa
$808K
CIA
65
Concurrent Investment Advisors
Florida
$806K
MWM
66
Mascagni Wealth Management
Mississippi
$789K
RCAG
67
Rehmann Capital Advisory Group
Michigan
$746K
BCG
68
Breakwater Capital Group
New Jersey
$655K
BIS
69
BG Investment Services
Guam
$643K
CPIG
70
Chicago Partners Investment Group
Illinois
$633K
TFM
71
Trademark Financial Management
Minnesota
$607K
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$603K
DAS
73
Diversify Advisory Services
Utah
$572K
TFS
74
Thoroughbred Financial Services
Tennessee
$568K
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$563K