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Fidelity Small-Mid Multifactor ETF

15 hedge funds and large institutions have $20.5M invested in Fidelity Small-Mid Multifactor ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
15
Holders Change
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citigroup
1
Citigroup
New York
$6.88M 211,134 +28,700 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.87M 88,139 -6,902 -7%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.77M 54,218 +4,657 +9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.73M 53,135 +11,236 +27%
RJA
5
Raymond James & Associates
Florida
$1.62M 49,603 +49,603 New
Bank of America
6
Bank of America
North Carolina
$1.36M 41,647 +6,400 +18%
RCAG
7
Rehmann Capital Advisory Group
Michigan
$1.18M 36,210 +153 +0.4%
LNC
8
Lincoln National Corp
Pennsylvania
$1.01M 31,153 -255 -0.8%
BWA
9
Beam Wealth Advisors
Louisiana
$677K 20,806 -152 -0.7%
Citadel Advisors
10
Citadel Advisors
Florida
$626K 19,240 -48,846 -72%
KAS
11
Kestra Advisory Services
Texas
$406K 12,469 +3,755 +43%
ASN
12
Advisory Services Network
Georgia
$276K 8,465 +160 +2%
SFS
13
Sowell Financial Services
Arkansas
$83K 2,427 -22 -0.9%
UBS Group
14
UBS Group
Switzerland
$20K 605 +605 New
EIP
15
Ellis Investment Partners
Pennsylvania
$7K 200 +200 New
SIA
16
SkyView Investment Advisors
New Jersey
-73,476 Closed
IA
17
Inspire Advisors
Idaho
-837 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
-100 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
IA
20
IFP Advisors
Florida
Wells Fargo
21
Wells Fargo
California