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Fidelity Small-Mid Multifactor ETF

106 hedge funds and large institutions have $872M invested in Fidelity Small-Mid Multifactor ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
51
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$219K +$822 +21 +0.4%
HighTower Advisors
77
HighTower Advisors
Illinois
$218K
MML Investors Services
78
MML Investors Services
Massachusetts
$218K +$218K +5,577 New
PWA
79
Prairie Wealth Advisors
Nebraska
$212K +$5.87K +150 +3%
SIS
80
Sound Income Strategies
Florida
$204K
HNB
81
Huntington National Bank
Ohio
$167K
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$138K
NWM
83
Nova Wealth Management
Florida
$121K +$38K +970 +46%
PS
84
Principal Securities
Iowa
$74.5K
ZRP
85
Zynergy Retirement Planning
New Jersey
$56.9K
NWMP
86
Noble Wealth Management PBC
Colorado
$50.9K
SS
87
Sunbelt Securities
Texas
$49.1K +$48.6K +1,240 +8,857%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$32.1K
WSFS
89
Wilmington Savings Fund Society
Delaware
$27K
IA
90
IFP Advisors
Florida
$20.7K +$18.2K +466 +752%
IHWM
91
Iron Horse Wealth Management
Iowa
$14.5K +$14.5K +370 New
AF
92
Allworth Financial
California
$14.4K +$14.4K +378 New
GJIA
93
Glass Jacobson Investment Advisors
Maryland
$13K
TRCT
94
Tower Research Capital (TRC)
New York
$10.1K +$10.1K +257 New
CFD
95
Creative Financial Designs
Indiana
$9.89K +$39 +1 +0.4%
SFA
96
Semmax Financial Advisors
North Carolina
$4.89K +$4.89K +124 New
Morgan Stanley
97
Morgan Stanley
New York
$3.27K -$39 -1 -1%
AWM
98
Abound Wealth Management
Tennessee
$1.97K +$1.97K +50 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$1.96K
HI
100
Harbour Investments
Wisconsin
$1.72K