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Fidelity Small-Mid Multifactor ETF

170 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, 86 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
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
CFB
101
Cullen/Frost Bankers
Texas
$398K
HNB
102
Huntington National Bank
Ohio
$397K
GWP
103
Gateway Wealth Partners
Wisconsin
$384K
RA
104
RFG Advisory
Alabama
$371K
VT
105
Vise Technologies
New York
$356K
TFS
106
Thoroughbred Financial Services
Tennessee
$352K
CL
107
CLG LLC
California
$323K
HighTower Advisors
108
HighTower Advisors
Illinois
$323K
PS
109
Principal Securities
Iowa
$307K
WA
110
WBH Advisory
Maryland
$300K
MCM
111
MAI Capital Management
Ohio
$286K
PWM
112
Perigon Wealth Management
California
$275K
MEAC
113
M.E. Allison & Co
Texas
$273K
Lido Advisors
114
Lido Advisors
California
$271K
AQR Capital Management
115
AQR Capital Management
Connecticut
$266K
DPI
116
Diversified Portfolios Inc
Michigan
$261K
CRC
117
Curi RMB Capital
Illinois
$259K
AWA
118
Arkadios Wealth Advisors
Georgia
$257K
NEPWA
119
New England Private Wealth Advisors
Massachusetts
$254K
SWMG
120
Signature Wealth Management Group
Georgia
$251K
DAS
121
Dynamic Advisor Solutions
Arizona
$242K
LSIA
122
LaSalle St. Investment Advisors
Illinois
$228K
SAI
123
Savvy Advisors Inc
New York
$225K
BAM
124
Belpointe Asset Management
Nevada
$225K
CAM
125
Cozad Asset Management
Illinois
$212K