Fidelity Small-Mid Multifactor ETF
FSMD
15 hedge funds and large institutions have $16.5M invested in Fidelity Small-Mid Multifactor ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
15% more funds holding
Funds holding: 13 → 15 (+2)
13% more capital invested
Capital invested by funds: $14.6M → $16.5M (+$1.86M)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
1.75% less ownership
Funds ownership: 27.32% → 25.57% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.87M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$403K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$98.7K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.27K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.18M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$404K |
| 3 |
GWMIA
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
-$3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.4K |
FSMD Hedge Fund Activity: Q4 2021 in Review
15 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q4 2021, worth a combined $16.5M — up 13% from $14.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FSMD positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.87M. The largest seller was Envestnet Asset Management, cutting an estimated $1.18M.
- 15 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q4 2021, up from 13 in Q3 2021.
- Funds reported $16.5M of Fidelity Small-Mid Multifactor ETF stock for Q4 2021, up 13% quarter-over-quarter.
- 4 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q4 2021 and 2 closed out, a net change of +2 holders.
- The largest Fidelity Small-Mid Multifactor ETF buyer in Q4 2021 was Commonwealth Equity Services, an estimated $1.87M added.
- The largest Fidelity Small-Mid Multifactor ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $1.18M sold.
Based on aggregated 13F filings for Q4 2021.