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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

41 hedge funds and large institutions have $116M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
41
Holders Change
+12
Holders Change %
+41.38%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.25M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$40.6M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.32M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.59M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.8M

Top Sellers

1
CAM
1
Clarity Asset Management
Iowa
$40.3K
2
ASN
2
Advisory Services Network
Georgia
$1.22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$33K
4
UBS Group
4
UBS Group
Switzerland
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$545K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$40.6M 1,045,565 +123,224 +13%
KAS
2
Kestra Advisory Services
Texas
$14.3M 367,237 +17,463 +5%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.25M 237,952 +237,952 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.93M 229,675 +9,955 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.59M 195,339 +61,162 +46%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.32M 162,545 +79,713 +96%
EPW
7
Evergreen Private Wealth
Colorado
$4.43M 114,030 +14,974 +15%
Bank of America
8
Bank of America
North Carolina
$2.9M 74,585 +2,380 +3%
LPL Financial
9
LPL Financial
California
$2.59M 66,752 +30,865 +86%
LNC
10
Lincoln National Corp
Pennsylvania
$1.98M 50,883 +2,397 +5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.8M 46,340 +46,340 New
AAS
12
Avantax Advisory Services
Texas
$1.6M 41,072 +41,072 New
CA
13
Cetera Advisors
Colorado
$1.47M 37,795 +37,795 New
CAN
14
Cetera Advisor Networks
California
$1.39M 35,672 +13,878 +64%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.37M 35,163 +12,325 +54%
TFM
16
Trademark Financial Management
Minnesota
$1.34M 34,371 +28,550 +490%
AWM
17
AE Wealth Management
Kansas
$1.27M 32,609 +437 +1%
ASN
18
Advisory Services Network
Georgia
$1.22M 31,520 -5,995 -16%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$798K 20,527 -258 -1%
CPCP
20
Cedar Point Capital Partners
Iowa
$550K 14,157 +1,123 +9%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$545K 14,021 -473 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$530K 13,651 -94 -0.7%
HI
23
Harbour Investments
Wisconsin
$524K 13,474 -310 -2%
GVAG
24
Great Valley Advisor Group
Delaware
$461K 11,859 +278 +2%
Jane Street
25
Jane Street
New York
$448K 11,521 +11,521 New
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