Fidelity Small-Mid Multifactor ETF
FSMD
11 hedge funds and large institutions have $9.66M 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
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
27% more capital invested
Capital invested by funds: $7.63M → $9.66M (+$2.03M)
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 |
BWA
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 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$1.13M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$257K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citigroup
New York
| $3.3M | +$3.33M | +139,251 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $2.09M | +$292K | +12,220 | +16% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $1.04M | +$208K | +8,686 | +25% |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $872K | +$34.2K | +1,429 | +4% |
|
|
RCAG
5
Rehmann Capital Advisory Group
Lansing,
Michigan
| $858K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $783K | +$228K | +9,541 | +41% |
|
|
BWA
7
Beam Wealth Advisors
Covington,
Louisiana
| $483K | +$487K | +20,342 | New |
|
|
LNC
8
Lincoln National Corp
Radnor,
Pennsylvania
| $210K | -$257K | -10,759 | -55% |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $24K | +$24.6K | +1,028 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$1.34M | -58,640 | Closed |
|
|
FPGK
12
Financial Partners Group (Kansas)
Overland Park,
Kansas
| – | -$1.13M | -49,532 | Closed |
|
FSMD Hedge Fund Activity: Q3 2020 in Review
11 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q3 2020, worth a combined $9.66M — 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 $9.66M 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.