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Fidelity Small-Mid Multifactor ETF

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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$312M
2 +$15.7M
3 +$15.6M
4
Bank of America
Bank of America
North Carolina
+$10.9M
5
LPL Financial
LPL Financial
California
+$9.31M

Top Sellers

1 -$13.7M
2 -$6.09M
3 -$5.45M
4
SIM
Stratos Investment Management
Ohio
-$5.04M
5
Jane Street
Jane Street
New York
-$3.89M
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
76
Silver Oak Securities
Tennessee
$341K
TFM
77
Trademark Financial Management
Minnesota
$340K
UCFA
78
United Capital Financial Advisors
Texas
$337K
Morgan Stanley
79
Morgan Stanley
New York
$333K
CA
80
CoreCap Advisors
Michigan
$319K
BRIA
81
Balanced Rock Investment Advisors
Massachusetts
$317K
EA
82
Emerald Advisors
Washington
$301K
CL
83
CLG LLC
California
$299K
SIM
84
Stratos Investment Management
Ohio
$297K
PAS
85
PKS Advisory Services
New York
$295K
CFB
86
Cullen/Frost Bankers
Texas
$287K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$284K
PWP
88
Principle Wealth Partners
Connecticut
$257K
PS
89
Principal Securities
Iowa
$254K
CAM
90
Cozad Asset Management
Illinois
$250K
HNB
91
Huntington National Bank
Ohio
$248K
FFN
92
Focus Financial Network
Minnesota
$248K
NEPWA
93
New England Private Wealth Advisors
Massachusetts
$237K
BWM
94
BKM Wealth Management
Wisconsin
$232K
UBS Group
95
UBS Group
Switzerland
$231K
HighTower Advisors
96
HighTower Advisors
Illinois
$231K
PWA
97
Prairie Wealth Advisors
Nebraska
$225K
HP
98
Holistic Planning
Texas
$222K
GRP
99
Global Retirement Partners
California
$210K
HPM
100
Hoxton Planning & Management
West Virginia
$204K