FSMD icon

Fidelity Small-Mid Multifactor ETF

168 hedge funds and large institutions have $1.9B invested in Fidelity Small-Mid Multifactor ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$1.73M
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.66M
Citadel Advisors
53
Citadel Advisors
Florida
$1.65M
Ameriprise
54
Ameriprise
Minnesota
$1.58M
GVAG
55
Great Valley Advisor Group
Delaware
$1.5M
SB
56
Strategic Blueprint
Georgia
$1.5M
IA
57
IFP Advisors
Florida
$1.5M
MCC
58
Money Concepts Capital
Florida
$1.43M
IFG
59
Independent Financial Group
California
$1.38M
HCM
60
Hicks Capital Management
Ohio
$1.36M
RWM
61
Riverbend Wealth Management
South Carolina
$1.33M
NWM
62
Nova Wealth Management
Florida
$1.31M
EH
63
Equitable Holdings
New York
$1.31M
GFPC
64
Global Financial Private Client
Florida
$1.3M
MWM
65
Mascagni Wealth Management
Mississippi
$1.24M
VWA
66
Visionary Wealth Advisors
Illinois
$1.21M
HH
67
Hilltop Holdings
Texas
$1.19M
CIA
68
Concurrent Investment Advisors
Florida
$1.14M
SWM
69
SHP Wealth Management
Massachusetts
$1.11M
SWM
70
Spire Wealth Management
Virginia
$1.1M
JP Morgan Chase
71
JP Morgan Chase
New York
$1.02M
RF
72
Roxbury Financial
New Jersey
$1M
BIS
73
BG Investment Services
Guam
$964K
GSWM
74
Golden State Wealth Management
California
$878K
MFG
75
Merit Financial Group
Georgia
$863K