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Fidelity Small-Mid Multifactor ETF

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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
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

Top Buyers

1 +$312M
2 +$15.7M
3 +$15.6M
4
Bank of America
Bank of America
North Carolina
+$10.9M
5
LPL Financial
LPL Financial
California
+$9.31M

Top Sellers

1 -$13.7M
2 -$6.09M
3 -$5.45M
4
SIM
Stratos Investment Management
Ohio
-$5.04M
5
Jane Street
Jane Street
New York
-$3.89M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$159K
NWM
102
Nova Wealth Management
Florida
$154K
FHA
103
First Horizon Advisors
Tennessee
$121K
SIS
104
Sound Income Strategies
Florida
$108K
IA
105
IFP Advisors
Florida
$47.4K
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$46.3K
AAP
107
Arax Advisory Partners
Colorado
$38.8K
Comerica Bank
108
Comerica Bank
Texas
$36.3K
EWA
109
EverSource Wealth Advisors
Alabama
$32.6K
AF
110
Allworth Financial
California
$28.3K
GJIA
111
Glass Jacobson Investment Advisors
Maryland
$23.4K
Jones Financial Companies
112
Jones Financial Companies
Missouri
$23.3K
TPWA
113
Twin Peaks Wealth Advisors
California
$23.2K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$19.5K
AAS
115
Ameritas Advisory Services
Nebraska
$19.5K
HI
116
Harbour Investments
Wisconsin
$17.4K
William Blair & Company
117
William Blair & Company
Illinois
$10.6K
CFD
118
Creative Financial Designs
Indiana
$10.5K
Wells Fargo
119
Wells Fargo
California
$8.22K
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$7.75K
HR
121
Howe & Rusling
New York
$6.44K
CAM
122
Clarity Asset Management
Iowa
$5.73K
SFA
123
Semmax Financial Advisors
North Carolina
$5.19K
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$3.19K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$3.11K