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Fidelity Small-Mid Multifactor ETF

135 hedge funds and large institutions have $1.33B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
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
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
76
Summit Wealth Group (Colorado)
Colorado
$343K
SOS
77
Silver Oak Securities
Tennessee
$341K
TFM
78
Trademark Financial Management
Minnesota
$340K
UCFA
79
United Capital Financial Advisors
Texas
$337K
Morgan Stanley
80
Morgan Stanley
New York
$333K
CA
81
CoreCap Advisors
Michigan
$319K
BRIA
82
Balanced Rock Investment Advisors
Massachusetts
$317K
EA
83
Emerald Advisors
Washington
$301K
CL
84
CLG LLC
California
$299K
SIM
85
Stratos Investment Management
Ohio
$297K
PAS
86
PKS Advisory Services
New York
$295K
CFB
87
Cullen/Frost Bankers
Texas
$287K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$284K
PWP
89
Principle Wealth Partners
Connecticut
$257K
PS
90
Principal Securities
Iowa
$254K
CAM
91
Cozad Asset Management
Illinois
$250K
HNB
92
Huntington National Bank
Ohio
$248K
FFN
93
Focus Financial Network
Minnesota
$248K
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$237K
BWM
95
BKM Wealth Management
Wisconsin
$232K
UBS Group
96
UBS Group
Switzerland
$231K
HighTower Advisors
97
HighTower Advisors
Illinois
$231K
PWA
98
Prairie Wealth Advisors
Nebraska
$225K
HP
99
Holistic Planning
Texas
$222K
GRP
100
Global Retirement Partners
California
$210K