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Fidelity Small-Mid Multifactor ETF

8 hedge funds and large institutions have $2.74M invested in Fidelity Small-Mid Multifactor ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 0 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,943% more capital invested

Capital invested by funds: $134K → $2.74M (+$2.6M)

100% more funds holding

Funds holding: 48 (+4)

27.39% more ownership

Funds ownership: 1.67%29.06% (+27%)

Holders
8
Holders Change
+4
Holders Change %
+100%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$903K +$1.17M +47,928 New
RCAG
2
Rehmann Capital Advisory Group
Michigan
$665K +$863K +35,276 New
Citadel Advisors
3
Citadel Advisors
Florida
$626K +$812K +33,214 New
Osaic Holdings
4
Osaic Holdings
Arizona
$260K +$338K +13,801 New
Bank of America
5
Bank of America
North Carolina
$244K +$317K +12,954 New
AIC
6
Ameritas Investment Company
Nebraska
$38K +$49.4K +2,020 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2K

FSMD Hedge Fund Activity: Q1 2020 in Review

8 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q1 2020, worth a combined $2.74M — up 1,943% from $134K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FSMD positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.17M.

  • 8 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q1 2020, up from 4 in Q4 2019.
  • Funds reported $2.74M of Fidelity Small-Mid Multifactor ETF stock for Q1 2020, up 1,943% quarter-over-quarter.
  • 6 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q1 2020 and 0 closed out, a net change of +6 holders.
  • The largest Fidelity Small-Mid Multifactor ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $1.17M added.

Based on aggregated 13F filings for Q1 2020.