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Fidelity Small-Mid Multifactor ETF

145 hedge funds and large institutions have $1.48B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$238K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
126
Glass Jacobson Investment Advisors
Maryland
$24.9K
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$20.7K
MCM
128
MAI Capital Management
Ohio
$19.3K
HI
129
Harbour Investments
Wisconsin
$18.4K
William Blair & Company
130
William Blair & Company
Illinois
$17.1K
HFS
131
Hantz Financial Services
Michigan
$17K
NWM
132
Nova Wealth Management
Florida
$12.7K
CFD
133
Creative Financial Designs
Indiana
$11.2K
GWSG
134
GPS Wealth Strategies Group
Colorado
$8.19K
BIA
135
Bell Investment Advisors
California
$6.6K
Wells Fargo
136
Wells Fargo
California
$6.52K
CAM
137
Clarity Asset Management
Iowa
$5.9K
KSWA
138
Kathleen S. Wright Associates
Pennsylvania
$5.54K
Russell Investments Group
139
Russell Investments Group
United Kingdom
$5.02K
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$4K
AWM
141
Abound Wealth Management
Tennessee
$2.23K
PTC
142
Private Trust Company
Ohio
$1.85K
AUB
143
Atlantic Union Bankshares
Virginia
$529
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$528
AssetMark Inc
145
AssetMark Inc
California
$396
DWM
146
Dogwood Wealth Management
Kansas
$176
Two Sigma Investments
147
Two Sigma Investments
New York
Citadel Advisors
148
Citadel Advisors
Florida
Renaissance Technologies
149
Renaissance Technologies
New York
SWGC
150
Summit Wealth Group (Colorado)
Colorado