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Fidelity Small-Mid Multifactor ETF

161 hedge funds and large institutions have $1.69B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more capital invested

Capital invested by funds: $1.48B → $1.69B (+$207M)

10% more funds holding

Funds holding: 147161 (+14)

2.43% more ownership

Funds ownership: 86.28%88.7% (+2.4%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
26
Increased
82
Reduced
34
Closed
11
Calls
$221K
Puts
Net Calls
+$221K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
76
Money Concepts Capital
Florida
$814K +$808K +18,446 New
CPCP
77
Cedar Point Capital Partners
Iowa
$775K -$35.2K -803 -4%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$771K +$165K +3,768 +27%
BIS
79
BG Investment Services
Guam
$769K +$123K +2,816 +19%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$748K
MFG
81
Merit Financial Group
Georgia
$746K +$202K +4,603 +37%
FFN
82
Focus Financial Network
Minnesota
$678K +$181K +4,125 +37%
DAS
83
Diversify Advisory Services
Utah
$658K +$42.3K +966 +7%
BCG
84
Breakwater Capital Group
New Jersey
$651K -$5.57K -127 -0.9%
PAG
85
Private Advisor Group
New Jersey
$649K -$206K -4,706 -24%
CPIG
86
Chicago Partners Investment Group
Illinois
$638K -$24.8K -565 -4%
SM
87
Sweeney & Michel
California
$542K -$7.23K -165 -1%
CA
88
CoreCap Advisors
Michigan
$487K +$21.4K +488 +5%
SWP
89
Stratos Wealth Partners
Ohio
$487K +$20.6K +471 +4%
Creative Planning
90
Creative Planning
Kansas
$477K -$5.3K -121 -1%
PWP
91
Principle Wealth Partners
Connecticut
$447K +$111K +2,522 +33%
FVWA
92
Foster Victor Wealth Advisors
South Carolina
$444K -$46.9K -1,070 -10%
BRIA
93
Balanced Rock Investment Advisors
Massachusetts
$431K +$74.6K +1,703 +21%
WIA
94
World Investment Advisors
California
$422K +$173K +3,940 +70%
Mariner
95
Mariner
Kansas
$421K +$31.6K +720 +8%
HighTower Advisors
96
HighTower Advisors
Illinois
$410K +$118K +2,688 +41%
UCFA
97
United Capital Financial Advisors
Texas
$408K
SOS
98
Silver Oak Securities
Tennessee
$369K -$5K -114 -1%
SIM
99
Stratos Investment Management
Ohio
$360K -$10.1K -231 -3%
VT
100
Vise Technologies
New York
$356K +$354K +8,078 New