Fidelity Small-Mid Multifactor ETF
FSMD
14 hedge funds and large institutions have $25.3M invested in Fidelity Small-Mid Multifactor ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
24% more capital invested
Capital invested by funds: $20.5M → $25.3M (+$4.83M)
2.3% more ownership
Funds ownership: 37.03% → 39.32% (+2.3%)
7% less funds holding
Funds holding: 15 → 14 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$4.35M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$997K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$709K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$476K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.61M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$626K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$387K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$83K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$18.6K |
FSMD Hedge Fund Activity: Q2 2021 in Review
14 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q2 2021, worth a combined $25.3M — up 24% from $20.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FSMD and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 8 added.
The largest buyer was Citigroup, adding an estimated $4.35M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $1.61M sold.
- 14 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q2 2021, down from 15 in Q1 2021.
- Funds reported $25.3M of Fidelity Small-Mid Multifactor ETF stock for Q2 2021, up 24% quarter-over-quarter.
- 2 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q2 2021 and 3 closed out, a net change of -1 holder.
- The largest Fidelity Small-Mid Multifactor ETF buyer in Q2 2021 was Citigroup, an estimated $4.35M added.
- The largest Fidelity Small-Mid Multifactor ETF seller in Q2 2021 was Raymond James & Associates, an estimated $1.61M sold.
Based on aggregated 13F filings for Q2 2021.