Fidelity Small-Mid Multifactor ETF
FSMD
90 hedge funds and large institutions have $409M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 5 reducing their positions, and 8 closing their positions.
760% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 5
325% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 8
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
38% more funds holding
Funds holding: 65 → 90 (+25)
37% more capital invested
Capital invested by funds: $298M → $409M (+$111M)
3.54% more ownership
Funds ownership: 60.5% → 64.04% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$12.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$11.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$11.5M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$10.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$9.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$941K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$674K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$325K |
| 4 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$228K |
| 5 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$43.1K |
FSMD Hedge Fund Activity: Q4 2024 in Review
90 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q4 2024, worth a combined $409M — up 37% from $298M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FSMD positions and 8 closed out — a net gain of 26 holders — while 43 added to existing stakes and 5 trimmed.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $12.2M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $941K sold.
- 90 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q4 2024, up from 65 in Q3 2024.
- Funds reported $409M of Fidelity Small-Mid Multifactor ETF stock for Q4 2024, up 37% quarter-over-quarter.
- 34 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q4 2024 and 8 closed out, a net change of +26 holders.
- The largest Fidelity Small-Mid Multifactor ETF buyer in Q4 2024 was Retirement Planning Group (Kansas), an estimated $12.2M added.
- The largest Fidelity Small-Mid Multifactor ETF seller in Q4 2024 was Stratos Wealth Advisors, an estimated $941K sold.
Based on aggregated 13F filings for Q4 2024.