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Fidelity Small-Mid Multifactor ETF
FSMD

Overview Fund Activity

134 hedge funds and large institutions have $1.3B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+28
Holders Change %
+26.42%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
40
Increased
58
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$688M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$91.6M
3
AI
Atria Investments
North Carolina
$15.6M
4
Bank of America
Bank of America
North Carolina
$46.3M
5
LPL Financial
LPL Financial
California
$35.1M

Top Sellers

1
PPW
Parcion Private Wealth
Washington
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$2.28M
3
SIM
Stratos Investment Management
Ohio
$297K
4
Jane Street
Jane Street
New York
$2.96M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$688M +$312M +7,516,038 +83%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$147M +$3.05M +73,441 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$91.6M +$15.7M +377,640 +21%
Bank of America
4
Bank of America
North Carolina
$46.3M +$10.9M +261,808 +31%
LPL Financial
5
LPL Financial
California
$35.1M +$9.31M +224,588 +36%
AWMS
6
Advocacy Wealth Management Services
Georgia
$28.5M -$1.35M -32,642 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.2M +$8.04M +193,853 +44%
KAS
8
Kestra Advisory Services
Texas
$18.3M +$5.51M +132,886 +43%
SL
9
Systelligence LLC
Minnesota
$17.1M +$657K +15,844 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$16.9M +$1.33M +31,998 +9%
Raymond James Financial
11
Raymond James Financial
Florida
$16.5M +$1.21M +29,184 +8%
AI
12
Atria Investments
North Carolina
$15.6M +$15.6M +375,662 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$11.9M -$1.62M -38,981 -12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.7M +$312K +7,524 +3%
Stifel Financial
15
Stifel Financial
Missouri
$10.3M +$1.04M +24,991 +11%
AIA
16
AssuredPartners Investment Advisors
Florida
$9.45M -$781K -18,833 -8%
SPIA
17
Steward Partners Investment Advisory
New York
$8.36M -$150K -3,612 -2%
NG
18
Novem Group
New York
$6.95M +$6.95M +167,625 New
PWM
19
Provident Wealth Management
Tennessee
$6.69M +$8.09K +195 +0.1%
ASN
20
Advisory Services Network
Georgia
$5.81M +$3.08M +73,452 +113%
MML Investors Services
21
MML Investors Services
Massachusetts
$5.77M +$5.54M +133,565 +2,395%
EPW
22
Evergreen Private Wealth
Colorado
$5.1M +$210K +5,062 +4%
SMF
23
Sterling Manor Financial
New York
$4.63M -$120K -2,898 -3%
Goldman Sachs
24
Goldman Sachs
New York
$3.74M +$2M +48,285 +115%
VHAM
25
Van Hulzen Asset Management
California
$3.04M +$75.3K +1,816 +3%
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