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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

88 hedge funds and large institutions have $407M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 5 reducing their positions, and 8 closing their positions.

Holders
88
Holders Change
+24
Holders Change %
+37.5%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
33
Increased
42
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$14.8M
2
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$106M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$72.1M
4
Bank of America
4
Bank of America
North Carolina
$16.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$10.7M

Top Sellers

1
SWA
1
Stratos Wealth Advisors
Ohio
$0
2
ASN
2
Advisory Services Network
Georgia
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.4M
4
FPGK
4
Financial Partners Group (Kansas)
Kansas
$0
5
SMF
5
Sterling Manor Financial
New York
$8.24M
Name Market Value Shares Shares
Change 		Shares
Change %
WSFS
76
Wilmington Savings Fund Society
Delaware
$28.4K 689 – –
LOIP
77
Live Oak Investment Partners
Texas
– – – –
GJIA
78
Glass Jacobson Investment Advisors
Maryland
$13K 315 +1 +0.3%
CFD
79
Creative Financial Designs
Indiana
$10.4K 252 +1 +0.4%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$8.69K 211 +211 New
Morgan Stanley
81
Morgan Stanley
New York
$3.48K 84 +1 +1%
IA
82
IFP Advisors
Florida
$2.57K 62 – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$2.06K 50 – –
HI
84
Harbour Investments
Wisconsin
$1.81K 44 – –
PTC
85
Private Trust Company
Ohio
$1.73K 42 +42 New
SWM
86
Spire Wealth Management
Virginia
$988 24 +10 +71%
CAWM
87
Capital A Wealth Management
Pennsylvania
$823 20 +20 New
SS
88
Sunbelt Securities
Texas
$576 14 – –
SSB
89
Sandy Spring Bank
Maryland
$495 12 +12 New
Wells Fargo
90
Wells Fargo
California
– – -1 Closed
SWA
91
Stratos Wealth Advisors
Ohio
– – -22,722 Closed
ASN
92
Advisory Services Network
Georgia
– – -17,881 Closed
FPGK
93
Financial Partners Group (Kansas)
Kansas
– – -5,501 Closed
CA
94
Claris Advisors
Missouri
– – -200 Closed
MWM
95
Mascoma Wealth Management
New Hampshire
– – -43 Closed
CAM
96
Clarity Asset Management
Iowa
– – -24 Closed
AF
97
Allworth Financial
California
– – -12 Closed
CFGS
98
Concourse Financial Group Securities
Alabama
– – – –
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