FSMD icon

Fidelity Small-Mid Multifactor ETF

88 hedge funds and large institutions have $407M invested in Fidelity Small-Mid Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 5 reducing their positions, and 8 closing their positions.

Holders
88
Holders Change
+24
Holders Change %
+37.5%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
33
Increased
42
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$106M 2,582,395 +288,260 +13%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$72.1M 1,750,856 +274,256 +19%
PPW
3
Parcion Private Wealth
Washington
$20.2M 491,316 +22,250 +5%
Bank of America
4
Bank of America
North Carolina
$16.7M 405,159 +270,337 +201%
SL
5
Systelligence LLC
Minnesota
$16.2M 394,093 +110,174 +39%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$15.7M 382,382 +44,662 +13%
Raymond James Financial
7
Raymond James Financial
Florida
$14.8M 359,010 +359,010 New
LPL Financial
8
LPL Financial
California
$14.6M 355,489 +232,426 +189%
Stifel Financial
9
Stifel Financial
Missouri
$10.7M 259,414 +254,060 +4,745%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$9.89M 240,203 +67,270 +39%
KAS
11
Kestra Advisory Services
Texas
$9.73M 236,395 +32,039 +16%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$9.51M 231,107 +53,472 +30%
AIA
13
AssuredPartners Investment Advisors
Florida
$9.3M 225,841 +225,841 New
SIM
14
Stratos Investment Management
Ohio
$9.12M 221,454 +47,043 +27%
SPIA
15
Steward Partners Investment Advisory
New York
$9.05M 219,868 -296 -0.1%
SMF
16
Sterling Manor Financial
New York
$8.24M 200,027 -1,014 -0.5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.45M 156,605 +109,881 +235%
PWM
18
Provident Wealth Management
Tennessee
$6.33M 153,841 +153,841 New
EPW
19
Evergreen Private Wealth
Colorado
$4.8M 116,658 -390 -0.3%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.7M 89,831 +10,588 +13%
Jane Street
21
Jane Street
New York
$3.19M 77,485 +77,485 New
AAS
22
Avantax Advisory Services
Texas
$2.21M 53,733 +6,409 +14%
TFM
23
Trademark Financial Management
Minnesota
$2.21M 53,599 +23,214 +76%
AWM
24
AE Wealth Management
Kansas
$1.96M 47,531 +3,142 +7%
IAA
25
Independent Advisor Alliance
North Carolina
$1.44M 35,042 +35,042 New