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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

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 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+28
Holders Change %
+26.42%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
40
Increased
58
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$688M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$91.6M
3
AI
Atria Investments
North Carolina
$15.6M
4
Bank of America
Bank of America
North Carolina
$46.3M
5
LPL Financial
LPL Financial
California
$35.1M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$2.28M
3
SIM
Stratos Investment Management
Ohio
$297K
4
Jane Street
Jane Street
New York
$2.96M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
Parallel Advisors
California
$159K +$159K +3,842 New
NWM
102
Nova Wealth Management
Florida
$154K +$25.5K +616 +20%
FHA
103
First Horizon Advisors
Tennessee
$121K +$121K +2,926 New
SIS
104
Sound Income Strategies
Florida
$108K -$108K -2,605 -50%
IA
105
IFP Advisors
Florida
$47.4K +$25.5K +616 +117%
CIBC Private Wealth Group
106
CIBC Private Wealth Group
Georgia
$46.3K +$46.3K +1,116 New
AAP
107
Arax Advisory Partners
Colorado
$38.8K +$38.8K +936 New
Comerica Bank
108
Comerica Bank
Texas
$36.3K +$36.3K +876 New
EWA
109
EverSource Wealth Advisors
Alabama
$32.6K +$32.6K +787 New
AF
110
Allworth Financial
California
$28.3K +$12.7K +305 +81%
GJIA
111
Glass Jacobson Investment Advisors
Maryland
$23.4K +$10.3K +248 +79%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$23.3K +$23.3K +562 New
TPWA
113
Twin Peaks Wealth Advisors
California
$23.2K +$23.2K +543 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$19.5K -$14.5K -350 -43%
AAS
115
Ameritas Advisory Services
Nebraska
$19.5K +$19.5K +470 New
HI
116
Harbour Investments
Wisconsin
$17.4K +$15.6K +375 +852%
William Blair & Company
117
William Blair & Company
Illinois
$10.6K +$10.6K +255 New
CFD
118
Creative Financial Designs
Indiana
$10.5K – – –
Wells Fargo
119
Wells Fargo
California
$8.22K +$8.18K +197 +19,700%
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$7.76K +$7.76K +187 New
HR
121
Howe & Rusling
New York
$6.44K +$6.44K +155 New
CAM
122
Clarity Asset Management
Iowa
$5.73K +$5.73K +138 New
SFA
123
Semmax Financial Advisors
North Carolina
$5.19K – – –
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$3.19K +$3.19K +77 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$3.11K +$1.04K +25 +50%
2 3 4
5
6