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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

23 hedge funds and large institutions have $52.7M invested in Fidelity Small-Mid Multifactor ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$20.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.08M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.14M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$850K

Top Sellers

1
BFA
1
BMS Financial Advisors
South Dakota
$0
2
Bank of America
2
Bank of America
North Carolina
$1.98M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$20.4M 650,090 +246,285 +61%
KAS
2
Kestra Advisory Services
Texas
$8.57M 273,559 +20,658 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.9M 220,247 +61,421 +39%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.14M 196,006 +63,929 +48%
Goldman Sachs
5
Goldman Sachs
New York
$2.08M 66,451 +66,451 New
Bank of America
6
Bank of America
North Carolina
$1.98M 63,069 -12,568 -17%
LNC
7
Lincoln National Corp
Pennsylvania
$1.42M 45,177 +1,158 +3%
RCAG
8
Rehmann Capital Advisory Group
Michigan
$1.14M 36,357 – –
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$850K 27,115 +27,115 New
LPL Financial
10
LPL Financial
California
$848K 27,061 +702 +3%
CAN
11
Cetera Advisor Networks
California
$527K 16,836 +16,836 New
AWM
12
AE Wealth Management
Kansas
$364K 11,620 +11,620 New
Brown Advisory
13
Brown Advisory
Maryland
$327K 10,452 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$308K 9,822 +9,072 +1,210%
MCA
15
Magnolia Capital Advisors
Mississippi
$298K 9,497 +170 +2%
ASN
16
Advisory Services Network
Georgia
$271K 8,641 +48 +0.6%
MFG
17
Merit Financial Group
Georgia
$255K 8,140 +8,140 New
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$27K 857 +857 New
IA
19
IFP Advisors
Florida
$15K 582 +432 +288%
Morgan Stanley
20
Morgan Stanley
New York
$2.57K 82 – –
LOIP
21
Live Oak Investment Partners
Texas
– – – –
GJIA
22
Glass Jacobson Investment Advisors
Maryland
$2.07K 66 +66 New
UBS Group
23
UBS Group
Switzerland
$407 13 +13 New
Wells Fargo
24
Wells Fargo
California
$31 1 – –
BFA
25
BMS Financial Advisors
South Dakota
– – -31,565 Closed
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