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Fidelity Small-Mid Multifactor ETF

168 hedge funds and large institutions have $1.9B invested in Fidelity Small-Mid Multifactor ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$814K
RCAG
77
Rehmann Capital Advisory Group
Michigan
$758K
FFN
78
Focus Financial Network
Minnesota
$753K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$718K
PAG
80
Private Advisor Group
New Jersey
$703K
Creative Planning
81
Creative Planning
Kansas
$687K
DWM
82
Diversify Wealth Management
Utah
$680K
CPCP
83
Cedar Point Capital Partners
Iowa
$671K
BCG
84
Breakwater Capital Group
New Jersey
$651K
SWP
85
Stratos Wealth Partners
Ohio
$586K
CAL
86
Capital Analysts LLC
Pennsylvania
$552K
SM
87
Sweeney & Michel
California
$549K
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$545K
CPIG
89
Chicago Partners Investment Group
Illinois
$543K
CA
90
CoreCap Advisors
Michigan
$533K
PWP
91
Principle Wealth Partners
Connecticut
$467K
BRIA
92
Balanced Rock Investment Advisors
Massachusetts
$465K
FVWA
93
Foster Victor Wealth Advisors
South Carolina
$460K
FIA
94
Foundations Investment Advisors
Arizona
$458K
Mariner
95
Mariner
Kansas
$440K
UCFA
96
United Capital Financial Advisors
Texas
$433K
MAG
97
Mayfair Advisory Group
Alabama
$415K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$411K
SIM
99
Stratos Investment Management
Ohio
$403K
CFB
100
Cullen/Frost Bankers
Texas
$398K