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

Fidelity Fundamental Small-Mid Cap ETF logo
$26.97
+0.06 (+0.22%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Fidelity Fundamental Small-Mid Cap ETF (BATS:FSMO)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$12.45M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.62M
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FSMO 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
8/21/2024Truist Financial Corp45,547$1.15M0.0%-69.3%1.786%
7/31/2024Commonwealth Equity Services LLC226,414$5.71M0.0%+3.5%8.879%
7/8/2024 Dentgroup LLC35,466$894K0.7%N/A1.391%
4/29/2024Commonwealth Equity Services LLC218,747$5.74M0.0%+2.7%9.388%
2/15/2024Gotham Asset Management LLC457,078$10.81M0.2%N/A34.367%
2/6/2024 Lincoln National Corp12,192$288K0.0%N/A0.917%
2/6/2024National Bank of Canada FI5,000$117K0.0%N/A0.376%
2/6/2024Benjamin F. Edwards & Company Inc.7,019$166K0.0%-15.5%0.528%
10/23/2023Commonwealth Equity Services LLC174,084$3.66M0.0%+295.0%13.089%
4/27/2023Benjamin F. Edwards & Company Inc.7,451$156K0.0%+18.8%0.560%
2/9/2023Mercer Global Advisors Inc. ADV19,188$389K0.0%+8.9%0.000%
2/7/2023Commonwealth Equity Services LLC24,213$491K0.0%+52.1%0.000%
2/7/2023Benjamin F. Edwards & Company Inc.6,271$127K0.0%+364.2%0.000%
7/13/2022HYA Advisors Inc13,225$249K0.1%N/A0.000%
5/4/2022Commonwealth Equity Services LLC25,362$577K0.0%-64.5%0.000%
1/31/2022Commonwealth Equity Services LLC71,498$1.74M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FSMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSMO shares?

During the previous two years, the following institutional investors and hedge funds held shares of Fidelity Fundamental Small-Mid Cap ETF shares: Gotham Asset Management LLC ($10.81M), Commonwealth Equity Services LLC ($5.71M), Truist Financial Corp ($1.15M), Dentgroup LLC ($894K), Mercer Global Advisors Inc. ADV ($389K), Lincoln National Corp ($288K), and Benjamin F. Edwards & Company Inc. ($166K).Learn more on FSMO's institutional investors.

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

The following institutional investors have purchased Fidelity Fundamental Small-Mid Cap ETF stock in the last 24 months: Gotham Asset Management LLC ($457.08K), Commonwealth Equity Services LLC ($151.66K), Dentgroup LLC ($35.47K), Lincoln National Corp ($12.19K), Benjamin F. Edwards & Company Inc. ($6.10K), National Bank of Canada FI ($5K), and Mercer Global Advisors Inc. ADV ($1.56K).

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

Institutional investors have bought a total of 669,055 shares in the last 24 months. This purchase volume represents approximately $15.51M 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: Truist Financial Corp ($102.84K), and Benjamin F. Edwards & Company Inc. ($1.29K).

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

Institutional investors have sold a total of 104,130 shares in the last 24 months. This volume of shares sold represents approximately $2.62M in transactions.



This page (BATS:FSMO) was last updated on 11/2/2024 by MarketBeat.com Staff
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