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Fidelity Small-Mid Multifactor ETF

170 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, 86 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
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
IAG
126
Investmark Advisory Group
Connecticut
$209K
Calamos Advisors
127
Calamos Advisors
Illinois
$204K
CWM
128
Calamos Wealth Management
Illinois
$204K
SG
129
StoneX Group
New York
$201K
Morgan Stanley
130
Morgan Stanley
New York
$191K
PF
131
PlanVest Financial
Maryland
$174K
UBS Group
132
UBS Group
Switzerland
$137K
SIS
133
Sound Income Strategies
Florida
$123K
HPWM
134
High Point Wealth Management
New Jersey
$121K
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$120K
FC
136
Financial Consulate
Maryland
$107K
PRAG
137
Portfolio Resources Advisor Group
Florida
$97K
SAM
138
Smartleaf Asset Management
Massachusetts
$81.4K
CA
139
Clearstead Advisors
Ohio
$78.8K
AF
140
Allworth Financial
California
$69.4K
SS
141
Sunbelt Securities
Texas
$55.5K
William Blair & Company
142
William Blair & Company
Illinois
$45.2K
NWMP
143
Noble Wealth Management PBC
Colorado
$44.7K
CFD
144
Creative Financial Designs
Indiana
$43.8K
GAA
145
Global Assets Advisory
Florida
$42.4K
AAP
146
Arax Advisory Partners
Colorado
$41.9K
RFP
147
Root Financial Partners
California
$34.6K
TFA
148
Toth Financial Advisory
Virginia
$28.8K
US Bancorp
149
US Bancorp
Minnesota
$26.1K
GJIA
150
Glass Jacobson Investment Advisors
Maryland
$25.5K