FSMD icon

Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

19 hedge funds and large institutions have $28.9M invested in Fidelity Small-Mid Multifactor ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.93M
3
LPL Financial
3
LPL Financial
California
$1.46M
4
Citadel Advisors
4
Citadel Advisors
Florida
$979K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.01M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$440K
2
IAG
2
Investmark Advisory Group
Connecticut
$0
3
EIP
3
Ellis Investment Partners
Pennsylvania
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
Citigroup
5
Citigroup
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.9M 405,712 +195,084 +93%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.93M 114,854 +53,283 +87%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.01M 87,962 +20,271 +30%
LPL Financial
4
LPL Financial
California
$1.46M 42,716 +42,716 New
RCAG
5
Rehmann Capital Advisory Group
Michigan
$1.24M 36,244 +34 +0.1%
Bank of America
6
Bank of America
North Carolina
$1.23M 35,810 +185 +0.5%
LNC
7
Lincoln National Corp
Pennsylvania
$1.22M 35,711 +11,261 +46%
Citadel Advisors
8
Citadel Advisors
Florida
$979K 28,590 +28,590 New
KAS
9
Kestra Advisory Services
Texas
$440K 12,852 -1,210 -9%
BFA
10
BMS Financial Advisors
South Dakota
$430K 12,543 +12,543 New
Brown Advisory
11
Brown Advisory
Maryland
$358K 10,452 +10,452 New
MCA
12
Magnolia Capital Advisors
Mississippi
$325K 9,478 +9,478 New
ASN
13
Advisory Services Network
Georgia
$310K 9,054 +285 +3%
UBS Group
14
UBS Group
Switzerland
$47K 1,379 +1,379 New
PFS
15
Prospera Financial Services
Texas
$35K 1,015 +1,015 New
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$9.59K 280 – –
IA
17
IFP Advisors
Florida
$3K 124 +124 New
IAG
18
Investmark Advisory Group
Connecticut
– – -791 Closed
EIP
19
Ellis Investment Partners
Pennsylvania
– – -200 Closed
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
– – -35 Closed
Citigroup
21
Citigroup
New York
– – -35 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
23
Fidelity Investments
Massachusetts
$0 1 – –
Wells Fargo
24
Wells Fargo
California
$0 1 – –