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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

30 hedge funds and large institutions have $65.1M invested in Fidelity Small-Mid Multifactor ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$848K
3
ASN
3
Advisory Services Network
Georgia
$863K
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.03M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$825K

Top Sellers

1
IA
1
IFP Advisors
Florida
$1.3M
2
BFA
2
BMS Financial Advisors
South Dakota
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.37M
5
Brown Advisory
5
Brown Advisory
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$24.1M 721,864 +57,874 +9%
KAS
2
Kestra Advisory Services
Texas
$9.82M 293,668 +8,688 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.54M 225,418 -3,322 -1%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.37M 190,540 -10,699 -5%
Citadel Advisors
5
Citadel Advisors
Florida
$2.03M 60,767 +12,198 +25%
Bank of America
6
Bank of America
North Carolina
$1.82M 54,486 -6,729 -11%
Goldman Sachs
7
Goldman Sachs
New York
$1.71M 51,052 -8,141 -14%
LNC
8
Lincoln National Corp
Pennsylvania
$1.66M 49,529 +4,111 +9%
IA
9
IFP Advisors
Florida
$1.3M 38,756 -51,902 -57%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.19M 35,583 +2,567 +8%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$1.07M 32,025 -4,239 -12%
ASN
12
Advisory Services Network
Georgia
$863K 25,817 +21,013 +437%
Stifel Financial
13
Stifel Financial
Missouri
$848K 25,353 +25,353 New
CAN
14
Cetera Advisor Networks
California
$828K 24,773 -17 -0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$825K 24,677 +10,881 +79%
AWM
16
AE Wealth Management
Kansas
$824K 24,633 +8,700 +55%
LPL Financial
17
LPL Financial
California
$748K 22,381 +4,566 +26%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$489K 14,622 +5,621 +62%
MCA
19
Magnolia Capital Advisors
Mississippi
$375K 11,224 -29 -0.3%
MFG
20
Merit Financial Group
Georgia
$272K 8,140 – –
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$149K 4,459 +4,459 New
HI
22
Harbour Investments
Wisconsin
$118K 3,531 +3,487 +7,925%
TWM
23
Tradition Wealth Management
Minnesota
$50K 1,496 +1,496 New
UBS Group
24
UBS Group
Switzerland
$42.3K 1,265 +1,265 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$29K 857 – –
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