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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

132 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 39 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
132
Holders Change
+26
Holders Change %
+24.53%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
39
Increased
58
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$688M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$91.6M
3
AI
3
Atria Investments
North Carolina
$15.6M
4
Bank of America
4
Bank of America
North Carolina
$46.3M
5
LPL Financial
5
LPL Financial
California
$35.1M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.28M
3
SIM
3
Stratos Investment Management
Ohio
$297K
4
Jane Street
4
Jane Street
New York
$2.96M
5
PSCM
5
Per Stirling Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
76
Trademark Financial Management
Minnesota
$340K 8,206 -41,499 -83%
UCFA
77
United Capital Financial Advisors
Texas
$337K 8,134 -10 -0.1%
Morgan Stanley
78
Morgan Stanley
New York
$333K 8,023 +7,940 +9,566%
CA
79
CoreCap Advisors
Michigan
$319K 7,696 +1,046 +16%
BRIA
80
Balanced Rock Investment Advisors
Massachusetts
$317K 7,636 +7,636 New
EA
81
Emerald Advisors
Washington
$301K 7,250 +7,250 New
CL
82
CLG LLC
California
$299K 7,204 +298 +4%
SIM
83
Stratos Investment Management
Ohio
$297K 7,156 -121,471 -94%
PAS
84
PKS Advisory Services
New York
$295K 7,119 -254 -3%
CFB
85
Cullen/Frost Bankers
Texas
$287K 6,926 +689 +11%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$284K 6,845 +3,326 +95%
PWP
87
Principle Wealth Partners
Connecticut
$257K 6,200 +6,200 New
PS
88
Principal Securities
Iowa
$254K 6,124 +4,314 +238%
CAM
89
Cozad Asset Management
Illinois
$250K 6,021 +6,021 New
HNB
90
Huntington National Bank
Ohio
– – – –
FFN
91
Focus Financial Network
Minnesota
$248K 5,977 +5,977 New
NEPWA
92
New England Private Wealth Advisors
Massachusetts
$237K 5,615 +20 +0.4%
BWM
93
BKM Wealth Management
Wisconsin
$232K 5,587 +5,587 New
UBS Group
94
UBS Group
Switzerland
$231K 5,574 -389 -7%
HighTower Advisors
95
HighTower Advisors
Illinois
$231K 5,561 -17 -0.3%
PWA
96
Prairie Wealth Advisors
Nebraska
$225K 5,431 +26 +0.5%
HP
97
Holistic Planning
Texas
$222K 5,358 -607 -10%
GRP
98
Global Retirement Partners
California
$210K 5,072 +5,072 New
HPM
99
Hoxton Planning & Management
West Virginia
$204K 4,910 +4,910 New
PA
100
Parallel Advisors
California
$159K 3,842 +3,842 New
2 3
4
5 6