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Fidelity Small-Mid Multifactor ETF

147 hedge funds and large institutions have $1.48B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 28

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $1.33B → $1.48B (+$155M)

8% more funds holding

Funds holding: 136147 (+11)

1.46% more ownership

Funds ownership: 84.81%86.28% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
147
Holders Change
+11
Holders Change %
+8.09%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
79
Reduced
28
Closed
11
Calls
$238K
Puts
Net Calls
+$238K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$707M -$22.5M -524,236 -3%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$167M +$10.8M +252,240 +7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$113M +$15.6M +363,253 +16%
Bank of America
4
Bank of America
North Carolina
$54.4M +$5.13M +119,420 +11%
LPL Financial
5
LPL Financial
California
$44.6M +$7.21M +167,743 +20%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$30.6M +$2.7M +62,737 +10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$25.1M +$7.02M +163,332 +40%
AWMS
8
Advocacy Wealth Management Services
Georgia
$22.5M -$7.58M -176,409 -26%
KAS
9
Kestra Advisory Services
Texas
$19.2M -$165K -3,838 -0.9%
SA
10
Sanctuary Advisors
Indiana
$18.8M +$1.51M +35,152 +9%
AI
11
Atria Investments
North Carolina
$16.8M +$271K +6,311 +2%
Stifel Financial
12
Stifel Financial
Missouri
$14.8M +$3.85M +89,514 +36%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.8M +$4.28M +99,664 +42%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$14.3M +$1.7M +39,556 +14%
GFG
15
Goldstone Financial Group
Illinois
$14M +$13.6M +317,046 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$12M +$645K +15,007 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$11.5M -$5.79M -134,787 -34%
SL
18
Systelligence LLC
Minnesota
$11.4M -$6.57M -152,942 -37%
AIA
19
AssuredPartners Investment Advisors
Florida
$10.4M +$394K +9,163 +4%
NG
20
Novem Group
New York
$8.86M +$1.45M +33,773 +20%
SPIA
21
Steward Partners Investment Advisory
New York
$8.82M -$54.4K -1,266 -0.6%
FFA
22
Farther Finance Advisors
California
$7.95M +$4.9M +113,987 +171%
PWM
23
Provident Wealth Management
Tennessee
$7.16M +$64.5K +1,502 +0.9%
ASN
24
Advisory Services Network
Georgia
$6.26M +$155K +3,617 +3%
MML Investors Services
25
MML Investors Services
Massachusetts
$6.18M +$56.5K +1,314 +0.9%

FSMD Hedge Fund Activity: Q3 2025 in Review

147 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q3 2025, worth a combined $1.48B — up 12% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FSMD positions and 11 closed out — a net gain of 16 holders — while 79 added to existing stakes and 28 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $15.6M. The largest seller was Fidelity Investments, cutting an estimated $22.5M.

  • 147 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q3 2025, up from 136 in Q2 2025.
  • Funds reported $1.48B of Fidelity Small-Mid Multifactor ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 27 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q3 2025 and 11 closed out, a net change of +16 holders.
  • The largest Fidelity Small-Mid Multifactor ETF buyer in Q3 2025 was Commonwealth Equity Services, an estimated $15.6M added.
  • The largest Fidelity Small-Mid Multifactor ETF seller in Q3 2025 was Fidelity Investments, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2025.