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Fidelity Small-Mid Multifactor ETF

158 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 25 funds opening new positions, 81 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
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
CL
101
CLG LLC
California
$319K
CAL
102
Capital Analysts LLC
Pennsylvania
$310K
PS
103
Principal Securities
Iowa
$306K
SFWA
104
Summit Financial Wealth Advisors
Louisiana
$300K
TFS
105
Thoroughbred Financial Services
Tennessee
$284K
DPI
106
Diversified Portfolios Inc
Michigan
$279K
MAG
107
Mayfair Advisory Group
Alabama
$278K
PWM
108
Perigon Wealth Management
California
$272K
LSIA
109
LaSalle St. Investment Advisors
Illinois
$270K
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$249K
DAS
111
Dynamic Advisor Solutions
Arizona
$242K
AQR Capital Management
112
AQR Capital Management
Connecticut
$238K
HNB
113
Huntington National Bank
Ohio
$233K
CAM
114
Cozad Asset Management
Illinois
$218K
GRP
115
Global Retirement Partners
California
$211K
IAG
116
Investmark Advisory Group
Connecticut
$204K
MCM
117
MAI Capital Management
Ohio
$192K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$146K
UBS Group
119
UBS Group
Switzerland
$135K
SIS
120
Sound Income Strategies
Florida
$125K
Wells Fargo
121
Wells Fargo
California
$123K
HPWM
122
High Point Wealth Management
New Jersey
$119K
FC
123
Financial Consulate
Maryland
$105K
PA
124
Parallel Advisors
California
$79.8K
SS
125
Sunbelt Securities
Texas
$55.3K