Fidelity Small-Mid Multifactor ETF
FSMD
4 hedge funds and large institutions have $134K invested in Fidelity Small-Mid Multifactor ETF in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 4 closing their positions.
13.05% less ownership
Funds ownership: 14.72% → 1.67% (-13%)
33% less funds holding
Funds holding: 6 → 4 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
88% less capital invested
Capital invested by funds: $1.1M → $134K (-$971K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$11.9K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.12K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$570K |
| 2 |
Jane Street
New York
|
-$364K |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$51K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
| $119K | +$4.12K | +159 | +4% |
|
|
AG
2
Advisor Group
Phoenix,
Arizona
| $12K | +$11.9K | +458 | New |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
4
Citadel Advisors
Miami,
Florida
| – | -$570K | -22,806 | Closed |
|
|
5
Jane Street
New York
| – | -$364K | -14,549 | Closed |
|
|
AIC
6
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$51K | -2,020 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$10K | -401 | Closed |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| – | +$26 | +1 | New |
|
FSMD Hedge Fund Activity: Q4 2019 in Review
4 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q4 2019, worth a combined $134K — down 88% from $1.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FSMD and 2 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was Advisor Group, opening a new position worth an estimated $11.9K. The largest seller was Citadel Advisors, exiting entirely with an estimated $570K sold.
- 4 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q4 2019, down from 6 in Q3 2019.
- Funds reported $134K of Fidelity Small-Mid Multifactor ETF stock for Q4 2019, down 88% quarter-over-quarter.
- 2 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q4 2019 and 4 closed out, a net change of -2 holders.
- The largest Fidelity Small-Mid Multifactor ETF buyer in Q4 2019 was Advisor Group, an estimated $11.9K added.
- The largest Fidelity Small-Mid Multifactor ETF seller in Q4 2019 was Citadel Advisors, an estimated $570K sold.
Based on aggregated 13F filings for Q4 2019.