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Fidelity Small-Mid Multifactor ETF

136 hedge funds and large institutions have $1.33B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 10

103% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 29

52% more capital invested

Capital invested by funds: $874M → $1.33B (+$453M)

27% more funds holding

Funds holding: 107136 (+29)

0.95% more ownership

Funds ownership: 83.87%84.81% (+0.95%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
136
Holders Change
+29
Holders Change %
+27.1%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
41
Increased
59
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$210K +$200K +5,072 New
HPM
102
Hoxton Planning & Management
West Virginia
$204K +$194K +4,910 New
PA
103
Parallel Advisors
California
$159K +$151K +3,842 New
NWM
104
Nova Wealth Management
Florida
$154K +$24.3K +616 +20%
FHA
105
First Horizon Advisors
Tennessee
$121K +$115K +2,926 New
SIS
106
Sound Income Strategies
Florida
$108K -$103K -2,605 -50%
IA
107
IFP Advisors
Florida
$47.4K +$24.3K +616 +117%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$46.3K +$44K +1,116 New
AAP
109
Arax Advisory Partners
Colorado
$38.8K +$36.9K +936 New
Comerica Bank
110
Comerica Bank
Texas
$36.3K +$34.5K +876 New
EWA
111
EverSource Wealth Advisors
Alabama
$32.6K +$31K +787 New
AF
112
Allworth Financial
California
$28.3K +$12K +305 +81%
GJIA
113
Glass Jacobson Investment Advisors
Maryland
$23.4K +$9.78K +248 +79%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$23.3K +$22.2K +562 New
TPWA
115
Twin Peaks Wealth Advisors
California
$23.2K +$21.4K +543 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$19.5K -$13.8K -350 -43%
AAS
117
Ameritas Advisory Services
Nebraska
$19.5K +$18.5K +470 New
HI
118
Harbour Investments
Wisconsin
$17.4K +$14.8K +375 +852%
William Blair & Company
119
William Blair & Company
Illinois
$10.6K +$10.1K +255 New
CFD
120
Creative Financial Designs
Indiana
$10.5K
Wells Fargo
121
Wells Fargo
California
$8.22K +$7.77K +197 +19,700%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$7.75K +$7.37K +187 New
HR
123
Howe & Rusling
New York
$6.44K +$6.11K +155 New
CAM
124
Clarity Asset Management
Iowa
$5.73K +$5.44K +138 New
SFA
125
Semmax Financial Advisors
North Carolina
$5.19K

FSMD Hedge Fund Activity: Q2 2025 in Review

136 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q2 2025, worth a combined $1.33B — up 52% from $874M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FSMD positions and 10 closed out — a net gain of 31 holders — while 59 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $296M. The largest seller was Parcion Private Wealth, exiting entirely with an estimated $13.7M sold.

  • 136 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q2 2025, up from 107 in Q1 2025.
  • Funds reported $1.33B of Fidelity Small-Mid Multifactor ETF stock for Q2 2025, up 52% quarter-over-quarter.
  • 41 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q2 2025 and 10 closed out, a net change of +31 holders.
  • The largest Fidelity Small-Mid Multifactor ETF buyer in Q2 2025 was Fidelity Investments, an estimated $296M added.
  • The largest Fidelity Small-Mid Multifactor ETF seller in Q2 2025 was Parcion Private Wealth, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2025.