Fidelity Small-Mid Multifactor ETF
FSMD
10 hedge funds and large institutions have $7.63M invested in Fidelity Small-Mid Multifactor ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, reducing their positions, and 2 closing their positions.
179% more capital invested
Capital invested by funds: $2.74M → $7.63M (+$4.89M)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
12.65% more ownership
Funds ownership: 29.06% → 41.71% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$1.06M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$758K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$600K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$545K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $1.74M | +$600K | +27,980 | +58% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.34M | +$545K | +25,426 | +77% |
|
|
FPGK
3
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $1.13M | +$1.06M | +49,532 | New |
|
|
RCAG
4
Rehmann Capital Advisory Group
Lansing,
Michigan
| $827K | +$18.8K | +876 | +2% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $807K | +$758K | +35,318 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $799K | +$453K | +21,123 | +153% |
|
7
Bank of America
Charlotte,
North Carolina
| $537K | +$226K | +10,523 | +81% |
|
|
LNC
8
Lincoln National Corp
Radnor,
Pennsylvania
| $449K | +$421K | +19,635 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
AIC
10
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$38K | -2,020 | Closed |
|
11
Wells Fargo
San Francisco,
California
| – | +$21 | +1 | New |
|
FSMD Hedge Fund Activity: Q2 2020 in Review
10 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q2 2020, worth a combined $7.63M — up 179% from $2.74M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FSMD positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Financial Partners Group (Kansas), opening a new position worth an estimated $1.06M. The largest seller was Ameritas Investment Company, exiting entirely with an estimated $38K sold.
- 10 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q2 2020, up from 8 in Q1 2020.
- Funds reported $7.63M of Fidelity Small-Mid Multifactor ETF stock for Q2 2020, up 179% quarter-over-quarter.
- 4 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q2 2020 and 2 closed out, a net change of +2 holders.
- The largest Fidelity Small-Mid Multifactor ETF buyer in Q2 2020 was Financial Partners Group (Kansas), an estimated $1.06M added.
- The largest Fidelity Small-Mid Multifactor ETF seller in Q2 2020 was Ameritas Investment Company, an estimated $38K sold.
Based on aggregated 13F filings for Q2 2020.