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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

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.

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
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$6.37M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.77M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.91M
4
Bank of America
4
Bank of America
North Carolina
$2.25M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.44M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.27M
2
LPL Financial
2
LPL Financial
California
$765K
3
BFA
3
BMS Financial Advisors
South Dakota
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
UBS Group
5
UBS Group
Switzerland
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.27M 278,434 -127,278 -31%
KAS
2
Kestra Advisory Services
Texas
$6.37M 214,226 +201,374 +1,567%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.44M 149,488 +34,634 +30%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.91M 131,428 +43,466 +49%
Citadel Advisors
5
Citadel Advisors
Florida
$2.77M 93,082 +64,492 +226%
Bank of America
6
Bank of America
North Carolina
$2.25M 75,724 +39,914 +111%
LNC
7
Lincoln National Corp
Pennsylvania
$1.21M 40,731 +5,020 +14%
RCAG
8
Rehmann Capital Advisory Group
Michigan
$1.08M 36,210 -34 -0.1%
LPL Financial
9
LPL Financial
California
$765K 25,739 -16,977 -40%
Brown Advisory
10
Brown Advisory
Maryland
$311K 10,452 – –
MCA
11
Magnolia Capital Advisors
Mississippi
$281K 9,475 -3 -0%
ASN
12
Advisory Services Network
Georgia
$262K 8,800 -254 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10K 350 +350 New
UBS Group
14
UBS Group
Switzerland
$7K 246 -1,133 -82%
IA
15
IFP Advisors
Florida
$3K 124 – –
BFA
16
BMS Financial Advisors
South Dakota
– – -12,543 Closed
PFS
17
Prospera Financial Services
Texas
– – -1,015 Closed
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
– – -280 Closed
Wells Fargo
19
Wells Fargo
California
– – -1 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
– – -1 Closed
EIP
21
Ellis Investment Partners
Pennsylvania
– – – –
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –