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Fidelity Small-Mid Multifactor ETF

187 hedge funds and large institutions have $2.28B invested in Fidelity Small-Mid Multifactor ETF in 2026 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

80% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 49

20% more capital invested

Capital invested by funds: $1.9B → $2.28B (+$376M)

9% more funds holding

Funds holding: 171187 (+16)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.55% less ownership

Funds ownership: 89.66%88.11% (-1.5%)

Holders
187
Holders Change
+16
Holders Change %
+9.36%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
31
Increased
88
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
101
Mayfair Advisory Group
Alabama
$539K +$64.1K +1,297 +14%
VT
102
Vise Technologies
New York
$526K +$93K +1,881 +23%
SC
103
Savant Capital
Illinois
$520K +$486K +9,834 New
CB
104
Commerce Bank
Missouri
$510K +$477K +9,642 New
FVWA
105
Foster Victor Wealth Advisors
South Carolina
$492K
HNB
106
Huntington National Bank
Ohio
$469K
CFB
107
Cullen/Frost Bankers
Texas
$468K -$1.83K -37 -0.4%
CL
108
CLG LLC
California
$468K +$80.8K +1,633 +23%
UCFA
109
United Capital Financial Advisors
Texas
$446K -$63.1K -1,276 -13%
PS
110
Principal Securities
Iowa
$434K +$67.2K +1,358 +20%
SIM
111
Stratos Investment Management
Ohio
$420K -$52K -1,051 -12%
BJL
112
Brighton Jones LLC
Washington
$403K +$12.7K +256 +3%
WA
113
WBH Advisory
Maryland
$378K +$25.2K +510 +8%
AWA
114
Arkadios Wealth Advisors
Georgia
$374K +$65.3K +1,320 +23%
HighTower Advisors
115
HighTower Advisors
Illinois
$373K -$7.67K -155 -2%
MWM
116
Mission Wealth Management
California
$361K +$338K +6,837 New
GWP
117
Gateway Wealth Partners
Wisconsin
$355K -$91.7K -1,855 -22%
NA
118
NewEdge Advisors
Louisiana
$345K +$321K +6,484 +14,096%
MCM
119
MAI Capital Management
Ohio
$344K +$6.18K +125 +2%
DAS
120
Dynamic Advisor Solutions
Arizona
$333K +$44K +889 +16%
MEAC
121
M.E. Allison & Co
Texas
$323K +$346 +7 +0.1%
RA
122
RFG Advisory
Alabama
$312K -$118K -2,380 -29%
DPI
123
Diversified Portfolios Inc
Michigan
$294K -$13.9K -282 -5%
NEPWA
124
New England Private Wealth Advisors
Massachusetts
$290K +$890 +18 +0.3%
AQR Capital Management
125
AQR Capital Management
Connecticut
$285K -$27.6K -558 -9%

FSMD Hedge Fund Activity: Q2 2026 in Review

187 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q2 2026, worth a combined $2.28B — up 20% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FSMD positions and 11 closed out — a net gain of 20 holders — while 88 added to existing stakes and 49 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $19.8M. The largest seller was Fidelity Investments, cutting an estimated $37.3M.

  • 187 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q2 2026, up from 171 in Q1 2026.
  • Funds reported $2.28B of Fidelity Small-Mid Multifactor ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 31 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q2 2026 and 11 closed out, a net change of +20 holders.
  • The largest Fidelity Small-Mid Multifactor ETF buyer in Q2 2026 was Retirement Planning Group (Kansas), an estimated $19.8M added.
  • The largest Fidelity Small-Mid Multifactor ETF seller in Q2 2026 was Fidelity Investments, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2026.