FSMD icon

Fidelity Small-Mid Multifactor ETF

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$355M
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$136M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$71.7M
Bank of America
4
Bank of America
North Carolina
$33.5M
AWMS
5
Advocacy Wealth Management Services
Georgia
$28.2M
LPL Financial
6
LPL Financial
California
$24.3M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.1M
SL
8
Systelligence LLC
Minnesota
$15.5M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$14.7M
Raymond James Financial
10
Raymond James Financial
Florida
$14.4M
PPW
11
Parcion Private Wealth
Washington
$13.7M
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$12.7M
KAS
13
Kestra Advisory Services
Texas
$12.1M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9.77M
AIA
15
AssuredPartners Investment Advisors
Florida
$9.66M
Stifel Financial
16
Stifel Financial
Missouri
$8.7M
SPIA
17
Steward Partners Investment Advisory
New York
$8.04M
Osaic Holdings
18
Osaic Holdings
Arizona
$7.33M
Jane Street
19
Jane Street
New York
$6.46M
PWM
20
Provident Wealth Management
Tennessee
$6.31M
FF
21
Fortitude Financial
Washington
$6.09M
SIM
22
Stratos Investment Management
Ohio
$5.04M
EPW
23
Evergreen Private Wealth
Colorado
$4.62M
SMF
24
Sterling Manor Financial
New York
$4.48M
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.39M