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Fidelity Small-Mid Multifactor ETF

135 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, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
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
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
101
Hoxton Planning & Management
West Virginia
$204K
PA
102
Parallel Advisors
California
$159K
NWM
103
Nova Wealth Management
Florida
$154K
FHA
104
First Horizon Advisors
Tennessee
$121K
SIS
105
Sound Income Strategies
Florida
$108K
IA
106
IFP Advisors
Florida
$47.4K
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$46.3K
AAP
108
Arax Advisory Partners
Colorado
$38.8K
Comerica Bank
109
Comerica Bank
Texas
$36.3K
EWA
110
EverSource Wealth Advisors
Alabama
$32.6K
AF
111
Allworth Financial
California
$28.3K
GJIA
112
Glass Jacobson Investment Advisors
Maryland
$23.4K
Jones Financial Companies
113
Jones Financial Companies
Missouri
$23.3K
TPWA
114
Twin Peaks Wealth Advisors
California
$23.2K
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$19.5K
AAS
116
Ameritas Advisory Services
Nebraska
$19.5K
HI
117
Harbour Investments
Wisconsin
$17.4K
William Blair & Company
118
William Blair & Company
Illinois
$10.6K
CFD
119
Creative Financial Designs
Indiana
$10.5K
Wells Fargo
120
Wells Fargo
California
$8.22K
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$7.75K
HR
122
Howe & Rusling
New York
$6.44K
CAM
123
Clarity Asset Management
Iowa
$5.73K
SFA
124
Semmax Financial Advisors
North Carolina
$5.19K
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$3.19K