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Fidelity Small-Mid Multifactor ETF

161 hedge funds and large institutions have $1.69B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more capital invested

Capital invested by funds: $1.48B → $1.69B (+$207M)

10% more funds holding

Funds holding: 147161 (+14)

2.43% more ownership

Funds ownership: 86.28%88.7% (+2.4%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
26
Increased
82
Reduced
34
Closed
11
Calls
$221K
Puts
Net Calls
+$221K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$79.8K
SS
127
Sunbelt Securities
Texas
$55.3K -$405K -9,246 -88%
Morgan Stanley
128
Morgan Stanley
New York
$50.4K -$55K -1,256 -52%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$49.2K
PRAG
130
Portfolio Resources Advisor Group
Florida
$48.7K +$48.4K +1,104 New
NWMP
131
Noble Wealth Management PBC
Colorado
$44.1K -$13.1K -300 -23%
CFD
132
Creative Financial Designs
Indiana
$43K +$31.6K +721 +284%
AAP
133
Arax Advisory Partners
Colorado
$41.3K +$44 +1 +0.1%
Comerica Bank
134
Comerica Bank
Texas
$38.7K
AF
135
Allworth Financial
California
$36.5K +$2.41K +55 +7%
EWA
136
EverSource Wealth Advisors
Alabama
$34.7K
TFA
137
Toth Financial Advisory
Virginia
$28.5K +$28.3K +645 New
RFP
138
Root Financial Partners
California
$27.1K
GJIA
139
Glass Jacobson Investment Advisors
Maryland
$25K +$88 +2 +0.4%
SAG
140
SageView Advisory Group
California
$23.7K +$23.5K +536 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$21K +$20.9K +476 New
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$20.7K
HI
143
Harbour Investments
Wisconsin
$18.5K
William Blair & Company
144
William Blair & Company
Illinois
$17.2K +$44 +1 +0.3%
HFS
145
Hantz Financial Services
Michigan
$17K
NWM
146
Nova Wealth Management
Florida
$13.9K +$1.23K +28 +10%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$11.9K +$6.79K +155 +136%
IIM
148
IFC & Insurance Marketing
California
$7K +$6.62K +151 New
HR
149
Howe & Rusling
New York
$6.85K +$6.79K +155 New
GFA
150
Godfrey Financial Associates
New York
$6.31K +$6.27K +143 New