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Fidelity Small-Mid Multifactor ETF

156 hedge funds and large institutions have $1.68B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$221K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$714M
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$177M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$135M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$86.3M
KIM
5
Kestra Investment Management
Texas
$55.5M
Bank of America
6
Bank of America
North Carolina
$50.1M
LPL Financial
7
LPL Financial
California
$48.5M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$26.7M
AWMS
9
Advocacy Wealth Management Services
Georgia
$24.1M
Stifel Financial
10
Stifel Financial
Missouri
$23.1M
KAS
11
Kestra Advisory Services
Texas
$21.5M
SA
12
Sanctuary Advisors
Indiana
$19.1M
AI
13
Atria Investments
North Carolina
$17M
Osaic Holdings
14
Osaic Holdings
Arizona
$16.3M
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$15.1M
GFG
16
Goldstone Financial Group
Illinois
$14.8M
GFM
17
GEN Financial Management
Minnesota
$13.2M
LSWP
18
Liberty Square Wealth Partners
Pennsylvania
$11.5M
Raymond James Financial
19
Raymond James Financial
Florida
$11.1M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$10.8M
AIA
21
AssuredPartners Investment Advisors
Florida
$10.8M
SPIA
22
Steward Partners Investment Advisory
New York
$8.98M
NG
23
Novem Group
New York
$8.95M
FFA
24
Farther Finance Advisors
California
$8.6M
PWP
25
Prasad Wealth Partners
Ohio
$8.39M