We are live on ! Find out more
FSMD icon

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
CAM
151
Clarity Asset Management
Iowa
$5.93K
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$4.02K
GWSG
153
GPS Wealth Strategies Group
Colorado
$3.13K -$5.04K -115 -62%
AWM
154
Abound Wealth Management
Tennessee
$2.24K
FHA
155
Flagship Harbor Advisors
Massachusetts
$1.87K +$1.84K +42 New
PTC
156
Private Trust Company
Ohio
$1.85K
BCWM
157
Bartlett & Co Wealth Management
Ohio
$1.02K +$1.01K +23 New
KFG
158
Kingdom Financial Group
Arizona
$974 +$964 +22 New
KPP
159
Kings Path Partners
Texas
$884
AUB
160
Atlantic Union Bankshares
Virginia
$530
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$530
AssetMark Inc
162
AssetMark Inc
California
$397
SL
163
Systelligence LLC
Minnesota
-$11.4M -258,345 Closed
Goldman Sachs
164
Goldman Sachs
New York
-$5.11M -116,003 Closed
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
-$3.5M -79,565 Closed
RA
166
RFG Advisory
Alabama
-$465K -10,575 Closed
BWM
167
BKM Wealth Management
Wisconsin
-$237K -5,387 Closed
HPM
168
Hoxton Planning & Management
West Virginia
-$216K -4,910 Closed
WANY
169
Wealthspire Advisors (New York)
New York
-$123K -2,787 Closed
AAS
170
Ameritas Advisory Services
Nebraska
-$88.9K -2,020 Closed
BlackRock
171
BlackRock
New York
-$27.3K -620 Closed
BIA
172
Bell Investment Advisors
California
-$6.6K -150 Closed
DWM
173
Dogwood Wealth Management
Kansas
-$176 -4 Closed