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Fidelity Small-Mid Multifactor ETF

15 hedge funds and large institutions have $31.9M invested in Fidelity Small-Mid Multifactor ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $28.9M → $31.9M (+$3M)

6.49% more ownership

Funds ownership: 40.23%46.72% (+6.5%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

21% less funds holding

Funds holding: 1915 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change

FSMD Hedge Fund Activity: Q2 2022 in Review

15 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q2 2022, worth a combined $31.9M — up 10% from $28.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FSMD and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 6 added.

The largest buyer was Kestra Advisory Services, adding an estimated $6.44M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.07M.

  • 15 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q2 2022, down from 19 in Q1 2022.
  • Funds reported $31.9M of Fidelity Small-Mid Multifactor ETF stock for Q2 2022, up 10% quarter-over-quarter.
  • 1 fund opened new Fidelity Small-Mid Multifactor ETF positions in Q2 2022 and 5 closed out, a net change of -4 holders.
  • The largest Fidelity Small-Mid Multifactor ETF buyer in Q2 2022 was Kestra Advisory Services, an estimated $6.44M added.
  • The largest Fidelity Small-Mid Multifactor ETF seller in Q2 2022 was Commonwealth Equity Services, an estimated $4.07M sold.

Based on aggregated 13F filings for Q2 2022.