Fidelity Small-Mid Multifactor ETF
FSMD
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.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
9% more capital invested
Capital invested by funds: $18.8M → $20.5M (+$1.72M)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
13.33% less ownership
Funds ownership: 50.35% → 37.03% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.55M |
| 2 |
Citigroup
New York
|
+$898K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$352K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$200K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$2.11M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.53M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$216K |
| 4 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$24K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$7.98K |
FSMD Hedge Fund Activity: Q1 2021 in Review
15 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q1 2021, worth a combined $20.5M — up 9.2% from $18.8M a quarter earlier.
Fund positioning in FSMD was balanced in Q1 2021: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.55M. The largest seller was SkyView Investment Advisors, exiting entirely with an estimated $2.11M sold.
- 15 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $20.5M of Fidelity Small-Mid Multifactor ETF stock for Q1 2021, up 9.2% quarter-over-quarter.
- 3 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q1 2021 and 3 closed out, a net change of 0 holders.
- The largest Fidelity Small-Mid Multifactor ETF buyer in Q1 2021 was Raymond James & Associates, an estimated $1.55M added.
- The largest Fidelity Small-Mid Multifactor ETF seller in Q1 2021 was SkyView Investment Advisors, an estimated $2.11M sold.
Based on aggregated 13F filings for Q1 2021.