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Fidelity Small-Mid Multifactor ETF

187 hedge funds and large institutions have $2.28B invested in Fidelity Small-Mid Multifactor ETF in 2026 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

80% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 49

20% more capital invested

Capital invested by funds: $1.9B → $2.28B (+$376M)

9% more funds holding

Funds holding: 171187 (+16)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.55% less ownership

Funds ownership: 89.66%88.11% (-1.5%)

Holders
187
Holders Change
+16
Holders Change %
+9.36%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
31
Increased
88
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$5.87K
WIM
177
Westside Investment Management
California
$4.81K +$4.5K +91 New
ATC
178
Adirondack Trust Company
New York
$3.7K
PWAM
179
Private Wealth Asset Management
Iowa
$3.14K +$2.92K +59 New
AWM
180
Abound Wealth Management
Tennessee
$2.7K
MG
181
Mather Group
Illinois
$2.57K
PTC
182
Private Trust Company
Ohio
$2.22K
MWM
183
Mosley Wealth Management
California
$1.74K +$1.63K +33 New
AP
184
Aspect Partners
Virginia
$1.32K +$1.24K +25 New
RIAS
185
Rachor Investment Advisory Services
Michigan
$1.23K
AUB
186
Atlantic Union Bankshares
Virginia
$635
AF
187
Advisornet Financial
Minnesota
$423 +$396 +8 New
Jones Financial Companies
188
Jones Financial Companies
Missouri
$105 -$4.45K -90 -98%
KPP
189
Kings Path Partners
Texas
$2
IAA
190
Independent Advisor Alliance
North Carolina
-$5.53M -123,592 Closed
HH
191
Hilltop Holdings
Texas
-$1.19M -26,659 Closed
SAI
192
Savvy Advisors Inc
New York
-$225K -5,035 Closed
Calamos Advisors
193
Calamos Advisors
Illinois
-$204K -4,562 Closed
SG
194
StoneX Group
New York
-$201K -4,502 Closed
SIS
195
Sound Income Strategies
Florida
-$123K -2,711 Closed
GAA
196
Global Assets Advisory
Florida
-$42.4K -777 Closed
RFP
197
Root Financial Partners
California
-$34.6K -774 Closed
TPWA
198
Twin Peaks Wealth Advisors
California
-$24.5K -547 Closed
HR
199
Howe & Rusling
New York
-$6.94K -155 Closed
DWM
200
Darwin Wealth Management
Florida
-$2.83K -63 Closed

FSMD Hedge Fund Activity: Q2 2026 in Review

187 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q2 2026, worth a combined $2.28B — up 20% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FSMD positions and 11 closed out — a net gain of 20 holders — while 88 added to existing stakes and 49 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $19.8M. The largest seller was Fidelity Investments, cutting an estimated $37.3M.

  • 187 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q2 2026, up from 171 in Q1 2026.
  • Funds reported $2.28B of Fidelity Small-Mid Multifactor ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 31 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q2 2026 and 11 closed out, a net change of +20 holders.
  • The largest Fidelity Small-Mid Multifactor ETF buyer in Q2 2026 was Retirement Planning Group (Kansas), an estimated $19.8M added.
  • The largest Fidelity Small-Mid Multifactor ETF seller in Q2 2026 was Fidelity Investments, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2026.