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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

17 hedge funds and large institutions have $34.4M invested in Fidelity Small-Mid Multifactor ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.6M
2
KAS
2
Kestra Advisory Services
Texas
$7.27M
3
BFA
3
BMS Financial Advisors
South Dakota
$907K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.56M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$226K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$0
3
ASN
3
Advisory Services Network
Georgia
$247K
4
MCA
4
Magnolia Capital Advisors
Mississippi
$268K
5
Bank of America
5
Bank of America
North Carolina
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.6M 403,805 +125,371 +45%
KAS
2
Kestra Advisory Services
Texas
$7.27M 252,901 +38,675 +18%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.56M 158,826 +9,338 +6%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.8M 132,077 +649 +0.5%
Bank of America
5
Bank of America
North Carolina
$2.17M 75,637 -87 -0.1%
LNC
6
Lincoln National Corp
Pennsylvania
$1.27M 44,019 +3,288 +8%
RCAG
7
Rehmann Capital Advisory Group
Michigan
$1.04M 36,357 +147 +0.4%
BFA
8
BMS Financial Advisors
South Dakota
$907K 31,565 +31,565 New
LPL Financial
9
LPL Financial
California
$757K 26,359 +620 +2%
Brown Advisory
10
Brown Advisory
Maryland
$300K 10,452 – –
MCA
11
Magnolia Capital Advisors
Mississippi
$268K 9,327 -148 -2%
ASN
12
Advisory Services Network
Georgia
$247K 8,593 -207 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$226K 7,849 +7,849 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21K 750 +400 +114%
IA
15
IFP Advisors
Florida
$4K 150 +26 +21%
Morgan Stanley
16
Morgan Stanley
New York
$2K 82 +82 New
Citadel Advisors
17
Citadel Advisors
Florida
– – -93,082 Closed
UBS Group
18
UBS Group
Switzerland
– – -246 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
20
Wells Fargo
California
$0 1 +1 New