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Fidelity Small-Mid Multifactor ETF

135 hedge funds and large institutions have $1.33B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
$688M
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$147M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$91.6M
Bank of America
4
Bank of America
North Carolina
$46.3M
LPL Financial
5
LPL Financial
California
$35.1M
AWMS
6
Advocacy Wealth Management Services
Georgia
$28.5M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.2M
KAS
8
Kestra Advisory Services
Texas
$18.3M
SL
9
Systelligence LLC
Minnesota
$17.1M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$16.9M
Raymond James Financial
11
Raymond James Financial
Florida
$16.5M
SA
12
Sanctuary Advisors
Indiana
$16.2M
AI
13
Atria Investments
North Carolina
$15.6M
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$11.9M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$10.7M
Stifel Financial
16
Stifel Financial
Missouri
$10.3M
Osaic Holdings
17
Osaic Holdings
Arizona
$9.83M
AIA
18
AssuredPartners Investment Advisors
Florida
$9.45M
SPIA
19
Steward Partners Investment Advisory
New York
$8.36M
NG
20
Novem Group
New York
$6.95M
PWM
21
Provident Wealth Management
Tennessee
$6.69M
ASN
22
Advisory Services Network
Georgia
$5.81M
MML Investors Services
23
MML Investors Services
Massachusetts
$5.77M
EPW
24
Evergreen Private Wealth
Colorado
$5.1M
SMF
25
Sterling Manor Financial
New York
$4.63M