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Fidelity Small-Mid Multifactor ETF

187 hedge funds and large institutions have $2.28B invested in Fidelity Small-Mid Multifactor ETF in 2026 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

80% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 49

20% more capital invested

Capital invested by funds: $1.9B → $2.28B (+$376M)

9% more funds holding

Funds holding: 171187 (+16)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.55% less ownership

Funds ownership: 89.66%88.11% (-1.5%)

Holders
187
Holders Change
+16
Holders Change %
+9.36%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
31
Increased
88
Reduced
49
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$851M -$37.3M -754,958 -4%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$294M +$19.8M +400,546 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$180M +$4.79M +96,787 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$125M +$12.9M +260,764 +12%
KIM
5
Kestra Investment Management
Texas
$76.1M +$10.4M +209,405 +17%
LPL Financial
6
LPL Financial
California
$72.3M +$7.35M +148,606 +12%
Bank of America
7
Bank of America
North Carolina
$71.6M +$3.85M +77,804 +6%
SA
8
Sanctuary Advisors
Indiana
$45.8M +$1.27M +25,612 +3%
AI
9
Atria Investments
North Carolina
$39.5M -$585K -11,826 -2%
AWMS
10
Advocacy Wealth Management Services
Georgia
$32.6M +$2.36M +47,688 +8%
Stifel Financial
11
Stifel Financial
Missouri
$31.5M -$8.86M -179,223 -23%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$29.9M -$776K -15,702 -3%
KAS
13
Kestra Advisory Services
Texas
$25.6M -$3.61M -72,984 -13%
OIA
14
OneDigital Investment Advisors
Kansas
$25.5M +$3.58M +72,305 +18%
Raymond James Financial
15
Raymond James Financial
Florida
$24.4M +$1.33M +26,847 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$21.5M +$6.05M +122,271 +43%
LSWP
17
Liberty Square Wealth Partners
Pennsylvania
$18.8M +$1.93M +38,940 +12%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$18.8M -$2.92M -59,065 -14%
GFG
19
Goldstone Financial Group
Illinois
$18.7M -$220K -4,445 -1%
GFM
20
GEN Financial Management
Minnesota
$15.7M -$295K -5,970 -2%
AIA
21
AssuredPartners Investment Advisors
Florida
$13.1M +$45.4K +919 +0.4%
PFA
22
Presper Financial Architects
Ohio
$13M -$18.5K -375 -0.2%
SPIA
23
Steward Partners Investment Advisory
New York
$10.6M -$89.6K -1,812 -0.9%
PWP
24
Prasad Wealth Partners
Ohio
$10.5M +$34.6K +700 +0.4%
MML Investors Services
25
MML Investors Services
Massachusetts
$9.87M +$2.14M +43,273 +30%

FSMD Hedge Fund Activity: Q2 2026 in Review

187 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Fidelity Small-Mid Multifactor ETF (FSMD) for Q2 2026, worth a combined $2.28B — up 20% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FSMD positions and 11 closed out — a net gain of 20 holders — while 88 added to existing stakes and 49 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $19.8M. The largest seller was Fidelity Investments, cutting an estimated $37.3M.

  • 187 institutional investors held Fidelity Small-Mid Multifactor ETF (FSMD) as of Q2 2026, up from 171 in Q1 2026.
  • Funds reported $2.28B of Fidelity Small-Mid Multifactor ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 31 funds opened new Fidelity Small-Mid Multifactor ETF positions in Q2 2026 and 11 closed out, a net change of +20 holders.
  • The largest Fidelity Small-Mid Multifactor ETF buyer in Q2 2026 was Retirement Planning Group (Kansas), an estimated $19.8M added.
  • The largest Fidelity Small-Mid Multifactor ETF seller in Q2 2026 was Fidelity Investments, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2026.