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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
TPWA
151
Twin Peaks Wealth Advisors
California
$24.5K
Russell Investments Group
152
Russell Investments Group
United Kingdom
$21.5K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$21K
HI
154
Harbour Investments
Wisconsin
$18.7K
AssetMark Inc
155
AssetMark Inc
California
$15.2K
VAI
156
Vanguard Advisers Inc
Pennsylvania
$9.3K
HR
157
Howe & Rusling
New York
$6.94K
GFA
158
Godfrey Financial Associates
New York
$6.39K
EWA
159
EverSource Wealth Advisors
Alabama
$4.96K
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$4.07K
Jones Financial Companies
161
Jones Financial Companies
Missouri
$4.04K
ATC
162
Adirondack Trust Company
New York
$3.13K
DWM
163
Darwin Wealth Management
Florida
$2.83K
AWM
164
Abound Wealth Management
Tennessee
$2.28K
MG
165
Mather Group
Illinois
$2.17K
NA
166
NewEdge Advisors
Louisiana
$2.06K
PTC
167
Private Trust Company
Ohio
$1.88K
RIAS
168
Rachor Investment Advisory Services
Michigan
$1.03K
AUB
169
Atlantic Union Bankshares
Virginia
$537
BlackRock
170
BlackRock
New York
$72
Wells Fargo
171
Wells Fargo
California
$28
Jane Street
172
Jane Street
New York
JWCA
173
J.W. Cole Advisors
Florida
DAS
174
Diversify Advisory Services
Utah
WIA
175
World Investment Advisors
California