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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
Calamos Advisors
126
Calamos Advisors
Illinois
$204K
SG
127
StoneX Group
New York
$201K
Morgan Stanley
128
Morgan Stanley
New York
$191K
PF
129
PlanVest Financial
Maryland
$174K
UBS Group
130
UBS Group
Switzerland
$137K
SIS
131
Sound Income Strategies
Florida
$123K
HPWM
132
High Point Wealth Management
New Jersey
$121K
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$120K
FC
134
Financial Consulate
Maryland
$107K
PRAG
135
Portfolio Resources Advisor Group
Florida
$97K
SAM
136
Smartleaf Asset Management
Massachusetts
$81.4K
CA
137
Clearstead Advisors
Ohio
$78.8K
AF
138
Allworth Financial
California
$69.4K
SS
139
Sunbelt Securities
Texas
$55.5K
William Blair & Company
140
William Blair & Company
Illinois
$45.2K
NWMP
141
Noble Wealth Management PBC
Colorado
$44.7K
CFD
142
Creative Financial Designs
Indiana
$43.8K
GAA
143
Global Assets Advisory
Florida
$42.4K
AAP
144
Arax Advisory Partners
Colorado
$41.9K
RFP
145
Root Financial Partners
California
$34.6K
TFA
146
Toth Financial Advisory
Virginia
$28.8K
WWM
147
Western Wealth Management
Colorado
$26.9K
US Bancorp
148
US Bancorp
Minnesota
$26.1K
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$25.5K
TPWA
150
Twin Peaks Wealth Advisors
California
$24.5K