Fidelity Small-Mid Multifactor ETF
FSMD
11 hedge funds and large institutions have $9.7M invested in Fidelity Small-Mid Multifactor ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
69% more capital inflows, than outflows
Capital inflows: $4.6M | Capital outflows: $2.73M
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
3.54% more ownership
Funds ownership: 41.71% → 45.25% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$3.33M |
| 2 |
Beam Wealth Advisors
Covington,
Louisiana
|
+$487K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$292K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$228K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.34M |
| 2 |
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$1.13M |
| 3 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$257K |
FSMD Hedge Fund Activity: Q3 2020 in Review
11 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q3 2020, worth a combined $9.7M — up 27% from $7.63M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FSMD positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Citigroup, opening a new position worth an estimated $3.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.34M sold.
- 11 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q3 2020, up from 10 in Q2 2020.
- Funds reported $9.7M of Fidelity Small-Mid Multifactor ETF stock for Q3 2020, up 27% quarter-over-quarter.
- 3 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q3 2020 and 2 closed out, a net change of +1 holder.
- The largest Fidelity Small-Mid Multifactor ETF buyer in Q3 2020 was Citigroup, an estimated $3.33M added.
- The largest Fidelity Small-Mid Multifactor ETF seller in Q3 2020 was Citadel Advisors, an estimated $1.34M sold.
Based on aggregated 13F filings for Q3 2020.