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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

29 hedge funds and large institutions have $79.9M invested in Fidelity Small-Mid Multifactor ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$33.4M
2
EPW
2
Evergreen Private Wealth
Colorado
$3.59M
3
KAS
3
Kestra Advisory Services
Texas
$12.7M
4
Bank of America
4
Bank of America
North Carolina
$2.62M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$525K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.86M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
SIS
4
Strategic Investment Solutions
Illinois
$0
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$753K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$33.4M 922,341 +118,816 +15%
KAS
2
Kestra Advisory Services
Texas
$12.7M 349,774 +30,183 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.96M 219,720 -2,414 -1%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.86M 134,177 -57,750 -30%
EPW
5
Evergreen Private Wealth
Colorado
$3.59M 99,056 +99,056 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3M 82,832 +5,704 +7%
Bank of America
7
Bank of America
North Carolina
$2.62M 72,205 +16,741 +30%
LNC
8
Lincoln National Corp
Pennsylvania
$1.76M 48,486 +314 +0.7%
ASN
9
Advisory Services Network
Georgia
$1.36M 37,515 +7,349 +24%
LPL Financial
10
LPL Financial
California
$1.3M 35,887 +10,750 +43%
AWM
11
AE Wealth Management
Kansas
$1.16M 32,172 +1,472 +5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$827K 22,838 -1,096 -5%
CAN
13
Cetera Advisor Networks
California
$790K 21,794 -1,545 -7%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$753K 20,785 -11,240 -35%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$525K 14,494 +14,494 New
HI
16
Harbour Investments
Wisconsin
$499K 13,784 +616 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$498K 13,745 -152 -1%
CPCP
18
Cedar Point Capital Partners
Iowa
$472K 13,034 +13,034 New
GVAG
19
Great Valley Advisor Group
Delaware
$420K 11,581 +11,581 New
CAM
20
Clarity Asset Management
Iowa
$417K 11,520 +11,520 New
MFG
21
Merit Financial Group
Georgia
$364K 10,040 +1,900 +23%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$233K 6,424 +1,470 +30%
TFM
23
Trademark Financial Management
Minnesota
$211K 5,821 +5,821 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$78.1K 2,156 +1,474 +216%
UBS Group
25
UBS Group
Switzerland
$33.8K 934 +913 +4,348%
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