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Fidelity Small-Mid Multifactor ETF

168 hedge funds and large institutions have $1.9B invested in Fidelity Small-Mid Multifactor ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
101
Huntington National Bank
Ohio
$397K
GWP
102
Gateway Wealth Partners
Wisconsin
$384K
RA
103
RFG Advisory
Alabama
$371K
VT
104
Vise Technologies
New York
$356K
TFS
105
Thoroughbred Financial Services
Tennessee
$352K
CL
106
CLG LLC
California
$323K
HighTower Advisors
107
HighTower Advisors
Illinois
$323K
PS
108
Principal Securities
Iowa
$307K
WA
109
WBH Advisory
Maryland
$300K
MCM
110
MAI Capital Management
Ohio
$286K
PWM
111
Perigon Wealth Management
California
$275K
MEAC
112
M.E. Allison & Co
Texas
$273K
Lido Advisors
113
Lido Advisors
California
$271K
AQR Capital Management
114
AQR Capital Management
Connecticut
$266K
DPI
115
Diversified Portfolios Inc
Michigan
$261K
CRC
116
Curi RMB Capital
Illinois
$259K
AWA
117
Arkadios Wealth Advisors
Georgia
$257K
NEPWA
118
New England Private Wealth Advisors
Massachusetts
$254K
SWMG
119
Signature Wealth Management Group
Georgia
$251K
DAS
120
Dynamic Advisor Solutions
Arizona
$242K
LSIA
121
LaSalle St. Investment Advisors
Illinois
$228K
SAI
122
Savvy Advisors Inc
New York
$225K
BAM
123
Belpointe Asset Management
Nevada
$225K
IAG
124
Investmark Advisory Group
Connecticut
$209K
CWM
125
Calamos Wealth Management
Illinois
$204K