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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

106 hedge funds and large institutions have $872M invested in Fidelity Small-Mid Multifactor ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
51
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$355M
2
RPGK
Retirement Planning Group (Kansas)
Kansas
+$35.1M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$28.2M
4
Bank of America
Bank of America
North Carolina
+$17.6M
5
LPL Financial
LPL Financial
California
+$10.4M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
-$5.54M
2
SIM
Stratos Investment Management
Ohio
-$3.64M
3
SMF
Sterling Manor Financial
New York
-$3.35M
4
Stifel Financial
Stifel Financial
Missouri
-$1.45M
5
IAA
Independent Advisor Alliance
North Carolina
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$355M +$355M +9,059,713 +290,562%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$136M +$35.1M +895,658 +35%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$71.7M +$3.12M +79,780 +5%
Bank of America
4
Bank of America
North Carolina
$33.5M +$17.6M +449,846 +111%
AWMS
5
Advocacy Wealth Management Services
Georgia
$28.2M +$28.2M +719,447 New
LPL Financial
6
LPL Financial
California
$24.3M +$10.4M +265,301 +75%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.1M +$2.18M +55,555 +15%
SL
8
Systelligence LLC
Minnesota
$15.5M +$52.9K +1,350 +0.3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$14.7M +$5.28M +134,872 +56%
Raymond James Financial
10
Raymond James Financial
Florida
$14.4M +$349K +8,908 +2%
PPW
11
Parcion Private Wealth
Washington
$13.7M -$5.54M -141,485 -29%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$12.7M +$3.68M +94,022 +41%
KAS
13
Kestra Advisory Services
Texas
$12.1M +$2.82M +71,904 +30%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.77M +$3.63M +92,767 +59%
AIA
15
AssuredPartners Investment Advisors
Florida
$9.66M +$815K +20,818 +9%
Stifel Financial
16
Stifel Financial
Missouri
$8.7M -$1.45M -37,151 -14%
SPIA
17
Steward Partners Investment Advisory
New York
$8.04M -$570K -14,546 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.33M +$3.81M +97,363 +108%
Jane Street
19
Jane Street
New York
$6.46M +$3.43M +87,542 +113%
PWM
20
Provident Wealth Management
Tennessee
$6.31M +$282K +7,201 +5%
FF
21
Fortitude Financial
Washington
$6.09M +$6.09M +155,604 New
SIM
22
Stratos Investment Management
Ohio
$5.04M -$3.64M -92,827 -42%
EPW
23
Evergreen Private Wealth
Colorado
$4.62M +$48.2K +1,232 +1%
SMF
24
Sterling Manor Financial
New York
$4.48M -$3.35M -85,501 -43%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.39M +$2.07M +52,785 +156%
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