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Fidelity Small-Mid Multifactor ETF

161 hedge funds and large institutions have $1.69B invested in Fidelity Small-Mid Multifactor ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 34

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more capital invested

Capital invested by funds: $1.48B → $1.69B (+$207M)

10% more funds holding

Funds holding: 147161 (+14)

2.43% more ownership

Funds ownership: 86.28%88.7% (+2.4%)

Holders
161
Holders Change
+14
Holders Change %
+9.52%
% of All Funds
1.96%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
26
Increased
82
Reduced
34
Closed
11
Calls
$221K
Puts
Net Calls
+$221K
Net Calls Change
-$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$714M +$5.52M +125,904 +0.8%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$177M +$9.51M +216,879 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$135M +$21.1M +480,484 +19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$86.3M +$55.3M +1,261,576 +182%
KIM
5
Kestra Investment Management
Texas
$55.5M +$55.1M +1,257,283 New
Bank of America
6
Bank of America
North Carolina
$50.1M -$4.4M -100,459 -8%
LPL Financial
7
LPL Financial
California
$48.5M +$3.8M +86,762 +9%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$26.7M +$1.48M +33,765 +6%
AWMS
9
Advocacy Wealth Management Services
Georgia
$24.1M +$1.54M +35,055 +7%
Stifel Financial
10
Stifel Financial
Missouri
$23.1M +$8.14M +185,764 +55%
KAS
11
Kestra Advisory Services
Texas
$21.5M +$2.23M +50,798 +12%
SA
12
Sanctuary Advisors
Indiana
$19.1M +$257K +5,857 +1%
AI
13
Atria Investments
North Carolina
$17M +$165K +3,773 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$16.3M +$1.48M +33,709 +10%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$15.1M +$757K +17,264 +5%
GFG
16
Goldstone Financial Group
Illinois
$14.8M +$805K +18,357 +6%
GFM
17
GEN Financial Management
Minnesota
$13.2M +$13.1M +298,664 New
LSWP
18
Liberty Square Wealth Partners
Pennsylvania
$11.5M +$6.39M +145,799 +128%
Raymond James Financial
19
Raymond James Financial
Florida
$11.1M -$441K -10,071 -4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$10.8M -$1.2M -27,286 -10%
AIA
21
AssuredPartners Investment Advisors
Florida
$10.8M +$305K +6,967 +3%
SPIA
22
Steward Partners Investment Advisory
New York
$8.98M +$136K +3,096 +2%
NG
23
Novem Group
New York
$8.95M +$66.8K +1,524 +0.8%
FFA
24
Farther Finance Advisors
California
$8.6M +$621K +14,173 +8%
PWP
25
Prasad Wealth Partners
Ohio
$8.39M +$8.34M +190,174 New