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Fidelity Small-Mid Multifactor ETF

160 hedge funds and large institutions have $1.69B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$221K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
101
Cullen/Frost Bankers
Texas
$354K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$327K
CL
103
CLG LLC
California
$319K
CAL
104
Capital Analysts LLC
Pennsylvania
$310K
PS
105
Principal Securities
Iowa
$306K
SFWA
106
Summit Financial Wealth Advisors
Louisiana
$300K
TFS
107
Thoroughbred Financial Services
Tennessee
$284K
DPI
108
Diversified Portfolios Inc
Michigan
$279K
MAG
109
Mayfair Advisory Group
Alabama
$278K
PWM
110
Perigon Wealth Management
California
$272K
LSIA
111
LaSalle St. Investment Advisors
Illinois
$270K
NEPWA
112
New England Private Wealth Advisors
Massachusetts
$249K
DAS
113
Dynamic Advisor Solutions
Arizona
$242K
AQR Capital Management
114
AQR Capital Management
Connecticut
$238K
HNB
115
Huntington National Bank
Ohio
$233K
CAM
116
Cozad Asset Management
Illinois
$218K
GRP
117
Global Retirement Partners
California
$211K
IAG
118
Investmark Advisory Group
Connecticut
$204K
MCM
119
MAI Capital Management
Ohio
$192K
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$146K
UBS Group
121
UBS Group
Switzerland
$135K
SIS
122
Sound Income Strategies
Florida
$125K
Wells Fargo
123
Wells Fargo
California
$123K
HPWM
124
High Point Wealth Management
New Jersey
$119K
FC
125
Financial Consulate
Maryland
$105K