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Fidelity Small-Mid Multifactor ETF

168 hedge funds and large institutions have $1.9B invested in Fidelity Small-Mid Multifactor ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
$754M
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$231M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$148M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$94.3M
Bank of America
5
Bank of America
North Carolina
$57.1M
KIM
6
Kestra Investment Management
Texas
$55M
LPL Financial
7
LPL Financial
California
$54.5M
SA
8
Sanctuary Advisors
Indiana
$37.6M
Stifel Financial
9
Stifel Financial
Missouri
$34.6M
AI
10
Atria Investments
North Carolina
$33.9M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$26M
AWMS
12
Advocacy Wealth Management Services
Georgia
$25.4M
KAS
13
Kestra Advisory Services
Texas
$25M
Raymond James Financial
14
Raymond James Financial
Florida
$19.4M
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$18.5M
OIA
16
OneDigital Investment Advisors
Kansas
$18.3M
GFG
17
Goldstone Financial Group
Illinois
$16M
LSWP
18
Liberty Square Wealth Partners
Pennsylvania
$14.2M
GFM
19
GEN Financial Management
Minnesota
$13.6M
Osaic Holdings
20
Osaic Holdings
Arizona
$12.7M
AIA
21
AssuredPartners Investment Advisors
Florida
$11.3M
PFA
22
Presper Financial Architects
Ohio
$11M
SPIA
23
Steward Partners Investment Advisory
New York
$9.07M
FFA
24
Farther Finance Advisors
California
$8.85M
PWP
25
Prasad Wealth Partners
Ohio
$8.82M