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Fidelity Small-Mid Multifactor ETF
FSMD

15 hedge funds and large institutions have $18.8M invested in Fidelity Small-Mid Multifactor ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

94% more capital invested

Capital invested by funds: $9.66M → $18.8M (+$9.12M)

36% more funds holding

Funds holding: 11 → 15 (+4)

5.1% more ownership

Funds ownership: 45.25% → 50.35% (+5.1%)

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.81M
2
Citigroup
Citigroup
New York
+$1.15M
3
LNC
Lincoln National Corp
Pennsylvania
+$600K
4
KAS
Kestra Advisory Services
Texas
+$232K
5
ASN
Advisory Services Network
Georgia
+$194K

Top Sellers

Rank Fund Capital Flow
1
RCAG
Rehmann Capital Advisory Group
Michigan
-$2.53K
2
Wells Fargo
Wells Fargo
California
-$27
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
1
Citigroup
New York
$5.23M +$1.15M +43,183 +31%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.73M +$184K +6,913 +8%
SIA
3
SkyView Investment Advisors
New Jersey
$2.11M +$1.96M +73,476 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.95M +$1.81M +68,086 New
Osaic Holdings
5
Osaic Holdings
Arizona
$1.42M +$158K +5,951 +14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.2M +$137K +5,152 +14%
RCAG
7
Rehmann Capital Advisory Group
Michigan
$1.03M -$2.53K -95 -0.3%
Bank of America
8
Bank of America
North Carolina
$1.01M +$59.3K +2,229 +7%
LNC
9
Lincoln National Corp
Pennsylvania
$901K +$600K +22,532 +254%
BWA
10
Beam Wealth Advisors
Louisiana
$601K +$16.4K +616 +3%
KAS
11
Kestra Advisory Services
Texas
$250K +$232K +8,714 New
ASN
12
Advisory Services Network
Georgia
$238K +$194K +7,277 +708%
SFS
13
Sowell Financial Services
Arkansas
$70K +$65.2K +2,449 New
IA
14
Inspire Advisors
Idaho
$24K +$22.3K +837 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3K – – –
Wells Fargo
16
Wells Fargo
California
– -$27 -1 Closed

FSMD Hedge Fund Activity: Q4 2020 in Review

15 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q4 2020, worth a combined $18.8M — up 94% from $9.66M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FSMD positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.81M. The largest seller was Rehmann Capital Advisory Group, cutting an estimated $2.53K.

  • 15 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q4 2020, up from 11 in Q3 2020.
  • Funds reported $18.8M of Fidelity Small-Mid Multifactor ETF stock for Q4 2020, up 94% quarter-over-quarter.
  • 5 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q4 2020 and 1 closed out, a net change of +4 holders.
  • The largest Fidelity Small-Mid Multifactor ETF buyer in Q4 2020 was Citadel Advisors, an estimated $1.81M added.
  • The largest Fidelity Small-Mid Multifactor ETF seller in Q4 2020 was Rehmann Capital Advisory Group, an estimated $2.53K sold.

Based on aggregated 13F filings for Q4 2020.