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Fidelity Small-Mid Multifactor ETF

161 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

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more capital invested

Capital invested by funds: $1.48B → $1.69B (+$207M)

10% more funds holding

Funds holding: 147161 (+14)

2.43% more ownership

Funds ownership: 86.28%88.7% (+2.4%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
26
Increased
82
Reduced
34
Closed
11
Calls
$221K
Puts
Net Calls
+$221K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
101
Cullen/Frost Bankers
Texas
$354K +$7.76K +177 +2%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$327K -$29.7K -677 -8%
CL
103
CLG LLC
California
$319K +$88 +2 +0%
CAL
104
Capital Analysts LLC
Pennsylvania
$310K +$243K +5,538 +375%
PS
105
Principal Securities
Iowa
$306K +$11.7K +268 +4%
SFWA
106
Summit Financial Wealth Advisors
Louisiana
$300K +$298K +6,806 New
TFS
107
Thoroughbred Financial Services
Tennessee
$284K -$284K -6,477 -50%
DPI
108
Diversified Portfolios Inc
Michigan
$279K -$95.6K -2,182 -26%
MAG
109
Mayfair Advisory Group
Alabama
$278K +$274K +6,258 New
PWM
110
Perigon Wealth Management
California
$272K +$9.12K +208 +3%
LSIA
111
LaSalle St. Investment Advisors
Illinois
$270K +$269K +6,135 New
NEPWA
112
New England Private Wealth Advisors
Massachusetts
$249K +$701 +16 +0.3%
DAS
113
Dynamic Advisor Solutions
Arizona
$242K +$240K +5,481 New
AQR Capital Management
114
AQR Capital Management
Connecticut
$238K -$53.6K -1,222 -19%
HNB
115
Huntington National Bank
Ohio
$233K
CAM
116
Cozad Asset Management
Illinois
$218K -$37.4K -853 -15%
GRP
117
Global Retirement Partners
California
$211K -$13.5K -309 -6%
IAG
118
Investmark Advisory Group
Connecticut
$204K +$202K +4,615 New
MCM
119
MAI Capital Management
Ohio
$192K +$172K +3,917 +892%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$146K -$1.14K -26 -0.8%
UBS Group
121
UBS Group
Switzerland
$135K -$116K -2,644 -46%
SIS
122
Sound Income Strategies
Florida
$125K +$4.65K +106 +4%
Wells Fargo
123
Wells Fargo
California
$123K +$116K +2,639 +1,783%
HPWM
124
High Point Wealth Management
New Jersey
$119K +$118K +2,688 New
FC
125
Financial Consulate
Maryland
$105K