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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

13 hedge funds and large institutions have $14.6M invested in Fidelity Small-Mid Multifactor ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.26M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.19M
3
Bank of America
3
Bank of America
North Carolina
$1.58M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$9.37K
5
ASN
5
Advisory Services Network
Georgia
$290K

Top Sellers

1
Citigroup
1
Citigroup
New York
$1K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
BWA
3
Beam Wealth Advisors
Louisiana
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$434K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.26M 157,314 +83,182 +112%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.19M 95,181 +5,288 +6%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.17M 64,880 -3,450 -5%
Bank of America
4
Bank of America
North Carolina
$1.58M 47,136 +2,114 +5%
RCAG
5
Rehmann Capital Advisory Group
Michigan
$1.21M 36,243 +8 +0%
KAS
6
Kestra Advisory Services
Texas
$472K 14,102 -952 -6%
LNC
7
Lincoln National Corp
Pennsylvania
$434K 12,967 -6,738 -34%
ASN
8
Advisory Services Network
Georgia
$290K 8,676 +186 +2%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$9.37K 280 +280 New
EIP
10
Ellis Investment Partners
Pennsylvania
$6K 200 – –
GWMIA
11
Global Wealth Management Investment Advisory
Florida
$3K 100 +100 New
UBS Group
12
UBS Group
Switzerland
$2K 54 – –
Citigroup
13
Citigroup
New York
$1K 35 -339,799 -100%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
– – -29,518 Closed
BWA
15
Beam Wealth Advisors
Louisiana
– – -20,636 Closed
Fidelity Investments
16
Fidelity Investments
Massachusetts
– – -25 Closed
IA
17
IFP Advisors
Florida
– – – –
Wells Fargo
18
Wells Fargo
California
– – – –
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –