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Fidelity Small-Mid Multifactor ETF

158 hedge funds and large institutions have $1.68B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$221K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$771K
BIS
77
BG Investment Services
Guam
$769K
RCAG
78
Rehmann Capital Advisory Group
Michigan
$748K
MFG
79
Merit Financial Group
Georgia
$746K
FFN
80
Focus Financial Network
Minnesota
$678K
DAS
81
Diversify Advisory Services
Utah
$658K
BCG
82
Breakwater Capital Group
New Jersey
$651K
PAG
83
Private Advisor Group
New Jersey
$649K
CPIG
84
Chicago Partners Investment Group
Illinois
$638K
SM
85
Sweeney & Michel
California
$542K
CA
86
CoreCap Advisors
Michigan
$487K
SWP
87
Stratos Wealth Partners
Ohio
$487K
Creative Planning
88
Creative Planning
Kansas
$477K
PWP
89
Principle Wealth Partners
Connecticut
$447K
FVWA
90
Foster Victor Wealth Advisors
South Carolina
$444K
BRIA
91
Balanced Rock Investment Advisors
Massachusetts
$431K
WIA
92
World Investment Advisors
California
$422K
Mariner
93
Mariner
Kansas
$421K
HighTower Advisors
94
HighTower Advisors
Illinois
$410K
UCFA
95
United Capital Financial Advisors
Texas
$408K
SOS
96
Silver Oak Securities
Tennessee
$369K
SIM
97
Stratos Investment Management
Ohio
$360K
VT
98
Vise Technologies
New York
$356K
CFB
99
Cullen/Frost Bankers
Texas
$354K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$327K