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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

27 hedge funds and large institutions have $39.5M invested in Fidelity Small-Mid Multifactor ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFP Advisors
Florida
$2.26M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.57M
3
BFA
3
BMS Financial Advisors
South Dakota
$633K
4
FTUS
4
Flow Traders U.S.
New York
$582K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$445K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$575K
2
Goldman Sachs
2
Goldman Sachs
New York
$1.91M
3
ASN
3
Advisory Services Network
Georgia
$155K
4
Bank of America
4
Bank of America
North Carolina
$1.97M
5
Brown Advisory
5
Brown Advisory
Maryland
$302K
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
1
Kestra Advisory Services
Texas
$9.19M 284,980 +11,421 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.38M 228,740 +8,493 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.49M 201,239 +5,233 +3%
IA
4
IFP Advisors
Florida
$2.26M 90,658 +90,076 +15,477%
Bank of America
5
Bank of America
North Carolina
$1.97M 61,215 -1,854 -3%
Goldman Sachs
6
Goldman Sachs
New York
$1.91M 59,193 -7,258 -11%
Citadel Advisors
7
Citadel Advisors
Florida
$1.57M 48,569 +48,569 New
LNC
8
Lincoln National Corp
Pennsylvania
$1.47M 45,418 +241 +0.5%
RCAG
9
Rehmann Capital Advisory Group
Michigan
$1.17M 36,264 -93 -0.3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.07M 33,016 +5,901 +22%
CAN
11
Cetera Advisor Networks
California
$800K 24,790 +7,954 +47%
BFA
12
BMS Financial Advisors
South Dakota
$633K 19,612 +19,612 New
FTUS
13
Flow Traders U.S.
New York
$582K 18,043 +18,043 New
LPL Financial
14
LPL Financial
California
$575K 17,815 -9,246 -34%
AWM
15
AE Wealth Management
Kansas
$514K 15,933 +4,313 +37%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$445K 13,796 +13,796 New
MCA
17
Magnolia Capital Advisors
Mississippi
$363K 11,253 +1,756 +18%
Brown Advisory
18
Brown Advisory
Maryland
$302K 9,352 -1,100 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$290K 9,001 -821 -8%
MFG
20
Merit Financial Group
Georgia
$263K 8,140 – –
ASN
21
Advisory Services Network
Georgia
$155K 4,804 -3,837 -44%
AAS
22
Ameritas Advisory Services
Nebraska
$65.2K 2,020 +2,020 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$28K 857 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$21.4K 663,990 +13,900 +2%
Morgan Stanley
25
Morgan Stanley
New York
$8.61K 267 +185 +226%
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