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Fidelity Small-Mid Multifactor ETF

143 hedge funds and large institutions have $1.46B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
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
$238K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$251K
NEPWA
102
New England Private Wealth Advisors
Massachusetts
$248K
WIA
103
World Investment Advisors
California
$247K
BWM
104
BKM Wealth Management
Wisconsin
$237K
HNB
105
Huntington National Bank
Ohio
$233K
GRP
106
Global Retirement Partners
California
$224K
HPM
107
Hoxton Planning & Management
West Virginia
$216K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$147K
WANY
109
Wealthspire Advisors (New York)
New York
$123K
SIS
110
Sound Income Strategies
Florida
$113K
Morgan Stanley
111
Morgan Stanley
New York
$106K
FC
112
Financial Consulate
Maryland
$105K
IA
113
IFP Advisors
Florida
$98.8K
AAS
114
Ameritas Advisory Services
Nebraska
$88.9K
PA
115
Parallel Advisors
California
$79.6K
CAL
116
Capital Analysts LLC
Pennsylvania
$65K
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$49.1K
AAP
118
Arax Advisory Partners
Colorado
$41.2K
Comerica Bank
119
Comerica Bank
Texas
$38.6K
EWA
120
EverSource Wealth Advisors
Alabama
$34.6K
AF
121
Allworth Financial
California
$34K
BlackRock
122
BlackRock
New York
$27.3K
RFP
123
Root Financial Partners
California
$27K
GJIA
124
Glass Jacobson Investment Advisors
Maryland
$24.9K
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$20.7K