FSMD icon

Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

54 hedge funds and large institutions have $213M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
23
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$79.7M
2
SMF
2
Sterling Manor Financial
New York
$7.08M
3
SIM
3
Stratos Investment Management
Ohio
$6.22M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$44.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.94M
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
ASN
3
Advisory Services Network
Georgia
$674K
4
Jane Street
4
Jane Street
New York
$0
5
CAM
5
Clarity Asset Management
Iowa
$889
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$79.7M 2,116,506 +2,116,506 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$44.4M 1,178,938 +133,373 +13%
KAS
3
Kestra Advisory Services
Texas
$14.8M 413,744 +46,507 +13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.3M 300,425 +70,750 +31%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.55M 253,327 +15,375 +6%
SMF
6
Sterling Manor Financial
New York
$7.08M 187,982 +187,982 New
SIM
7
Stratos Investment Management
Ohio
$6.22M 165,199 +165,199 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.19M 164,160 +1,615 +1%
EPW
9
Evergreen Private Wealth
Colorado
$4.37M 115,978 +1,948 +2%
LPL Financial
10
LPL Financial
California
$3.42M 90,717 +23,965 +36%
Bank of America
11
Bank of America
North Carolina
$3.26M 86,516 +11,931 +16%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.04M 80,598 +34,258 +74%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.94M 78,106 -117,233 -60%
AAS
14
Avantax Advisory Services
Texas
$1.72M 45,619 +4,547 +11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.52M 40,198 +5,035 +14%
AWM
16
AE Wealth Management
Kansas
$1.44M 38,314 +5,705 +17%
Citadel Advisors
17
Citadel Advisors
Florida
$1.35M 35,955 +35,955 New
TFM
18
Trademark Financial Management
Minnesota
$1.33M 35,271 +900 +3%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$773K 20,527 – –
SWA
20
Stratos Wealth Advisors
Ohio
$747K 19,834 +19,834 New
ASN
21
Advisory Services Network
Georgia
$674K 17,881 -13,639 -43%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$641K 17,009 +2,988 +21%
GVAG
23
Great Valley Advisor Group
Delaware
$635K 16,847 +4,988 +42%
CPCP
24
Cedar Point Capital Partners
Iowa
$596K 15,822 +1,665 +12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$588K 15,607 +1,956 +14%
1
2 3