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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+28
Holders Change %
+26.42%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
40
Increased
58
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
PPW
Parcion Private Wealth
Washington
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$2.28M
3
SIM
Stratos Investment Management
Ohio
$297K
4
Jane Street
Jane Street
New York
$2.96M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
76
Silver Oak Securities
Tennessee
$341K -$12.2K -294 -3%
TFM
77
Trademark Financial Management
Minnesota
$340K -$1.72M -41,499 -83%
UCFA
78
United Capital Financial Advisors
Texas
$337K -$415 -10 -0.1%
Morgan Stanley
79
Morgan Stanley
New York
$333K +$329K +7,940 +9,566%
CA
80
CoreCap Advisors
Michigan
$319K +$43.4K +1,046 +16%
BRIA
81
Balanced Rock Investment Advisors
Massachusetts
$317K +$317K +7,636 New
EA
82
Emerald Advisors
Washington
$301K +$301K +7,250 New
CL
83
CLG LLC
California
$299K +$12.4K +298 +4%
SIM
84
Stratos Investment Management
Ohio
$297K -$5.04M -121,471 -94%
PAS
85
PKS Advisory Services
New York
$295K -$10.5K -254 -3%
CFB
86
Cullen/Frost Bankers
Texas
$287K +$28.6K +689 +11%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$284K +$138K +3,326 +95%
PWP
88
Principle Wealth Partners
Connecticut
$257K +$257K +6,200 New
PS
89
Principal Securities
Iowa
$254K +$179K +4,314 +238%
CAM
90
Cozad Asset Management
Illinois
$250K +$250K +6,021 New
HNB
91
Huntington National Bank
Ohio
$248K -$167K – –
FFN
92
Focus Financial Network
Minnesota
$248K +$248K +5,977 New
NEPWA
93
New England Private Wealth Advisors
Massachusetts
$237K +$843 +20 +0.4%
BWM
94
BKM Wealth Management
Wisconsin
$232K +$232K +5,587 New
UBS Group
95
UBS Group
Switzerland
$231K -$16.1K -389 -7%
HighTower Advisors
96
HighTower Advisors
Illinois
$231K -$705 -17 -0.3%
PWA
97
Prairie Wealth Advisors
Nebraska
$225K +$1.08K +26 +0.5%
HP
98
Holistic Planning
Texas
$222K -$25.2K -607 -10%
GRP
99
Global Retirement Partners
California
$210K +$210K +5,072 New
HPM
100
Hoxton Planning & Management
West Virginia
$204K +$204K +4,910 New
2 3
4
5 6