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Fidelity Small-Mid Multifactor ETF

156 hedge funds and large institutions have $1.68B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
SFWA
101
Summit Financial Wealth Advisors
Louisiana
$300K
TFS
102
Thoroughbred Financial Services
Tennessee
$284K
DPI
103
Diversified Portfolios Inc
Michigan
$279K
MAG
104
Mayfair Advisory Group
Alabama
$278K
PWM
105
Perigon Wealth Management
California
$272K
LSIA
106
LaSalle St. Investment Advisors
Illinois
$270K
WIA
107
World Investment Advisors
California
$252K
NEPWA
108
New England Private Wealth Advisors
Massachusetts
$249K
DAS
109
Dynamic Advisor Solutions
Arizona
$242K
AQR Capital Management
110
AQR Capital Management
Connecticut
$238K
HNB
111
Huntington National Bank
Ohio
$233K
CAM
112
Cozad Asset Management
Illinois
$218K
GRP
113
Global Retirement Partners
California
$211K
IAG
114
Investmark Advisory Group
Connecticut
$204K
MCM
115
MAI Capital Management
Ohio
$192K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$146K
UBS Group
117
UBS Group
Switzerland
$135K
SIS
118
Sound Income Strategies
Florida
$125K
Wells Fargo
119
Wells Fargo
California
$123K
HPWM
120
High Point Wealth Management
New Jersey
$119K
FC
121
Financial Consulate
Maryland
$105K
PA
122
Parallel Advisors
California
$79.8K
SS
123
Sunbelt Securities
Texas
$55.3K
Morgan Stanley
124
Morgan Stanley
New York
$50.4K
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$49.2K