Fidelity Small-Mid Multifactor ETF
FSMD
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, 17 increasing their positions, 7 reducing their positions, and 1 closing their positions.
3,899% more capital inflows, than outflows
Capital inflows: $29.2M | Capital outflows: $729K
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
41% more funds holding
Funds holding: 29 → 41 (+12)
19.34% more ownership
Funds ownership: 55.1% → 74.44% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.75M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.53M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.93M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.25M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Clarity Asset Management
Ames,
Iowa
|
-$385K |
| 2 |
Advisory Services Network
Atlanta,
Georgia
|
-$220K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$48K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$33.8K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$17.4K |
FSMD Hedge Fund Activity: Q1 2024 in Review
41 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q1 2024, worth a combined $116M — up 45% from $79.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FSMD positions and 1 closed out — a net gain of 12 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $8.75M. The largest seller was Clarity Asset Management, cutting an estimated $385K.
- 41 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q1 2024, up from 29 in Q4 2023.
- Funds reported $116M of Fidelity Small-Mid Multifactor ETF stock for Q1 2024, up 45% quarter-over-quarter.
- 13 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q1 2024 and 1 closed out, a net change of +12 holders.
- The largest Fidelity Small-Mid Multifactor ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $8.75M added.
- The largest Fidelity Small-Mid Multifactor ETF seller in Q1 2024 was Clarity Asset Management, an estimated $385K sold.
Based on aggregated 13F filings for Q1 2024.