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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

64 hedge funds and large institutions have $297M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
27
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$19.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$61.1M
3
SL
3
Systelligence LLC
Minnesota
$11.8M
4
SPIA
4
Steward Partners Investment Advisory
New York
$9.11M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.35M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$8.46M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.72M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$95M 2,294,135 +177,629 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$61.1M 1,476,600 +297,662 +25%
PPW
3
Parcion Private Wealth
Washington
$19.4M 469,066 +469,066 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14M 337,720 +37,295 +12%
SL
5
Systelligence LLC
Minnesota
$11.8M 283,919 +283,919 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.9M 262,912 +9,585 +4%
SPIA
7
Steward Partners Investment Advisory
New York
$9.11M 220,164 +218,946 +17,976%
KAS
8
Kestra Advisory Services
Texas
$8.46M 204,356 -209,388 -51%
SMF
9
Sterling Manor Financial
New York
$8.32M 201,041 +13,059 +7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$7.35M 177,635 +177,635 New
SIM
11
Stratos Investment Management
Ohio
$7.22M 174,411 +9,212 +6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.16M 172,933 +8,773 +5%
Bank of America
13
Bank of America
North Carolina
$5.58M 134,822 +48,306 +56%
LPL Financial
14
LPL Financial
California
$5.09M 123,063 +32,346 +36%
EPW
15
Evergreen Private Wealth
Colorado
$4.85M 117,048 +1,070 +0.9%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.28M 79,243 +1,137 +1%
AAS
17
Avantax Advisory Services
Texas
$1.96M 47,324 +1,705 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.93M 46,724 +6,526 +16%
AWM
19
AE Wealth Management
Kansas
$1.84M 44,389 +6,075 +16%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.72M 41,544 -39,054 -48%
TFM
21
Trademark Financial Management
Minnesota
$1.26M 30,385 -4,886 -14%
SWA
22
Stratos Wealth Advisors
Ohio
$941K 22,722 +2,888 +15%
RCAG
23
Rehmann Capital Advisory Group
Michigan
$702K 16,961 -3,566 -17%
GVAG
24
Great Valley Advisor Group
Delaware
$697K 16,847 – –
CPCP
25
Cedar Point Capital Partners
Iowa
$695K 16,793 +971 +6%
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