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Fidelity Small-Mid Multifactor ETF

29 hedge funds and large institutions have $66.4M invested in Fidelity Small-Mid Multifactor ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$25.9M 803,525 +81,661 +11%
KAS
2
Kestra Advisory Services
Texas
$10.3M 319,591 +25,923 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.17M 222,134 -3,284 -1%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.19M 191,927 +1,387 +0.7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.49M 77,128 +41,545 +117%
Citadel Advisors
6
Citadel Advisors
Florida
$2.45M 76,035 +15,268 +25%
Bank of America
7
Bank of America
North Carolina
$1.79M 55,464 +978 +2%
LNC
8
Lincoln National Corp
Pennsylvania
$1.55M 48,172 -1,357 -3%
Goldman Sachs
9
Goldman Sachs
New York
$1.16M 35,974 -15,078 -30%
RCAG
10
Rehmann Capital Advisory Group
Michigan
$1.03M 32,025
AWM
11
AE Wealth Management
Kansas
$991K 30,700 +6,067 +25%
ASN
12
Advisory Services Network
Georgia
$973K 30,166 +4,349 +17%
LPL Financial
13
LPL Financial
California
$811K 25,137 +2,756 +12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$772K 23,934 -743 -3%
CAN
15
Cetera Advisor Networks
California
$753K 23,339 -1,434 -6%
SIS
16
Strategic Investment Solutions
Illinois
$576K 17,325 +17,325 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$448K 13,897 -725 -5%
HI
18
Harbour Investments
Wisconsin
$425K 13,168 +9,637 +273%
MFG
19
Merit Financial Group
Georgia
$263K 8,140
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$160K 4,954 +495 +11%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$28K 857
IA
22
IFP Advisors
Florida
$22K 683 -38,073 -98%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$22K 682 +681 +68,100%
GRP
24
Global Retirement Partners
California
$11.9K 376 +376 New
LOIP
25
Live Oak Investment Partners
Texas