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Fidelity Small-Mid Multifactor ETF

145 hedge funds and large institutions have $1.48B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
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
CAM
101
Cozad Asset Management
Illinois
$255K
UBS Group
102
UBS Group
Switzerland
$251K
NEPWA
103
New England Private Wealth Advisors
Massachusetts
$248K
WIA
104
World Investment Advisors
California
$247K
BWM
105
BKM Wealth Management
Wisconsin
$237K
HNB
106
Huntington National Bank
Ohio
$233K
GRP
107
Global Retirement Partners
California
$224K
HPM
108
Hoxton Planning & Management
West Virginia
$216K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$147K
WANY
110
Wealthspire Advisors (New York)
New York
$123K
SIS
111
Sound Income Strategies
Florida
$113K
Morgan Stanley
112
Morgan Stanley
New York
$106K
FC
113
Financial Consulate
Maryland
$105K
IA
114
IFP Advisors
Florida
$98.8K
AAS
115
Ameritas Advisory Services
Nebraska
$88.9K
PA
116
Parallel Advisors
California
$79.6K
CAL
117
Capital Analysts LLC
Pennsylvania
$65K
NWMP
118
Noble Wealth Management PBC
Colorado
$57.2K
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$49.1K
AAP
120
Arax Advisory Partners
Colorado
$41.2K
Comerica Bank
121
Comerica Bank
Texas
$38.6K
EWA
122
EverSource Wealth Advisors
Alabama
$34.6K
AF
123
Allworth Financial
California
$34K
BlackRock
124
BlackRock
New York
$27.3K
RFP
125
Root Financial Partners
California
$27K