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Fidelity Fundamental Small-Mid Cap ETF (FFSM) Institutional Ownership

Fidelity Fundamental Small-Mid Cap ETF logo
$26.75 -0.63 (-2.30%)
Closing price 03:59 PM Eastern
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$26.76 +0.02 (+0.06%)
As of 04:02 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$129.61M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.72M
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FFSM Institutional Buying and Selling by Quarter

Fidelity Fundamental Small-Mid Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Benjamin Edwards Inc.10,747$289K0.0%N/A0.417%
2/13/2025 FMR LLC4,061,111$109.16M0.0%N/A157.407%
2/13/2025 Envestnet Asset Management Inc.12,150$327K0.0%-4.2%0.471%
2/12/2025 National Bank of Canada FI7,450$200K0.0%+49.0%0.289%
2/12/2025 JPMorgan Chase & Co.45,614$1.23M0.0%+2.7%1.768%
2/10/2025 Harbour Investments Inc.21,988$591K0.0%+1.7%0.852%
2/10/2025 Commonwealth Equity Services LLC180,673$4.86M0.0%-22.2%7.003%
1/31/2025 Truist Financial Corp18,105$487K0.0%-21.4%0.702%
1/30/2025 Principal Securities Inc.1,225$33K0.0%+61.8%0.047%
1/23/2025 Evernest Financial Advisors LLC354,974$9.54M2.5%+36.3%13.759%
1/21/2025 MFA Wealth Services16,895$454K0.4%N/A0.655%
1/15/2025 Sax Wealth Advisors LLC53,747$1.45M0.1%N/A2.083%
1/14/2025 San Luis Wealth Advisors LLC185,846$5.00M0.9%-3.7%7.203%
1/3/2025 Dentgroup LLC46,350$1.25M1.0%+3.0%1.797%
12/30/2024SK Wealth Management LLC83,521$2.25M0.9%N/A3.237%
12/26/2024 JPMorgan Chase & Co.44,427$1.22M0.0%+29.8%1.722%
11/15/2024 National Bank of Canada FI5,000$137K0.0%N/A0.194%
11/5/2024 Harbour Investments Inc.21,616$593K0.0%N/A0.838%
10/21/2024 Evernest Financial Advisors LLC260,415$7.15M1.9%N/A10.094%
10/9/2024 San Luis Wealth Advisors LLC193,036$5.30M1.1%N/A7.482%
(Data available from 1/1/2016 forward)

FFSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FFSM shares?

During the previous two years, 15 institutional investors and hedge funds held shares of Fidelity Fundamental Small-Mid Cap ETF. The most heavily invested institutionals were FMR LLC ($109.16M), Evernest Financial Advisors LLC ($9.54M), San Luis Wealth Advisors LLC ($5.00M), Commonwealth Equity Services LLC ($4.86M), SK Wealth Management LLC ($2.25M), Sax Wealth Advisors LLC ($1.45M), and Dentgroup LLC ($1.25M).Learn more on FFSM's institutional investors.

Which institutional investors have been buying Fidelity Fundamental Small-Mid Cap ETF stock?

Of the 12 institutional investors that purchased Fidelity Fundamental Small-Mid Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($4.06M), Evernest Financial Advisors LLC ($354.97K), San Luis Wealth Advisors LLC ($193.04K), SK Wealth Management LLC ($83.52K), Sax Wealth Advisors LLC ($53.75K), Harbour Investments Inc. ($21.99K), and MFA Wealth Services ($16.90K).

How much institutional buying is happening at Fidelity Fundamental Small-Mid Cap ETF?

Institutional investors have bought a total of 4,816,674 shares in the last 24 months. This purchase volume represents approximately $129.61M in transactions.

Which Fidelity Fundamental Small-Mid Cap ETF major shareholders have been selling company stock?

The following institutional investors have sold Fidelity Fundamental Small-Mid Cap ETF stock in the last 24 months: Commonwealth Equity Services LLC ($51.46K), San Luis Wealth Advisors LLC ($7.19K), Truist Financial Corp ($4.92K), and Envestnet Asset Management Inc. ($528.00).

How much institutional selling is happening at Fidelity Fundamental Small-Mid Cap ETF?

Institutional investors have sold a total of 64,100 shares in the last 24 months. This volume of shares sold represents approximately $1.72M in transactions.



This page (BATS:FFSM) was last updated on 2/24/2025 by MarketBeat.com Staff
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