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