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Fidelity Small-Mid Multifactor ETF (FSMD) Institutional Ownership

$38.72 -0.68 (-1.73%)
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Institutional Ownership Changes (13F Filings) for Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$301.70M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$438.28K
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FSMD Institutional Buying and Selling by Quarter

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Fidelity Small-Mid Multifactor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Retirement Planning Group LLC2,582,395$106.32M5.4%+12.6%30.743%
2/17/2025 Cetera Investment Advisers240,203$9.89M0.0%+38.9%2.860%
2/17/2025 Citadel Advisors LLC16,560$682K0.0%N/A0.197%
2/17/2025 Bank of America Corp DE405,159$16.68M0.0%+200.5%4.823%
2/14/2025 Jane Street Group LLC77,485$3.19M0.0%N/A0.922%
2/14/2025 MGO One Seven LLC5,833$240K0.0%N/A0.069%
2/14/2025 Stifel Financial Corp259,414$10.68M0.0%+4,745.2%3.088%
2/13/2025 Mariner LLC6,884$283K0.0%+6.5%0.082%
2/13/2025 Raymond James Financial Inc.359,010$14.78M0.0%N/A4.274%
2/13/2025 Faithward Advisors LLC8,847$364K0.1%+81.0%0.105%
2/13/2025 Bank of Montreal Can820$34K0.0%+74.5%0.010%
2/13/2025 Envestnet Asset Management Inc.382,382$15.74M0.0%+13.2%4.552%
2/12/2025 Thoroughbred Financial Services LLC11,864$488K0.0%N/A0.141%
2/12/2025 AssuredPartners Investment Advisors LLC225,841$9.30M1.8%N/A2.689%
2/12/2025 JPMorgan Chase & Co.8,454$348K0.0%+21.7%0.101%
2/12/2025 BG Investment Services Inc.16,354$673K0.7%N/A0.195%
2/12/2025 PKS Advisory Services LLC18,774$773K0.2%N/A0.224%
2/11/2025 LPL Financial LLC355,489$14.64M0.0%+188.9%4.232%
2/10/2025 Envestnet Portfolio Solutions Inc.15,491$638K0.0%+51.9%0.184%
2/10/2025 Commonwealth Equity Services LLC1,750,856$72.08M0.1%+18.6%20.844%
2/10/2025 Avantax Advisory Services Inc.53,733$2.21M0.0%+13.5%0.640%
2/10/2025 Farther Finance Advisors LLC24,738$1.02M0.0%+55.6%0.295%
2/7/2025 HighTower Advisors LLC5,578$230K0.0%N/A0.066%
2/7/2025 New England Private Wealth Advisors LLC5,574$229K0.0%N/A0.066%
2/7/2025 Riverbend Wealth Management LLC25,046$1.03M0.9%N/A0.298%
2/7/2025 Independent Advisor Alliance35,042$1.44M0.0%N/A0.417%
2/7/2025 Evergreen Private Wealth LLC116,658$4.80M2.3%-0.3%1.389%
2/6/2025 Raymond James Financial Inc.359,010$14.78M0.0%N/A4.274%
2/6/2025 Cullen Frost Bankers Inc.1,968$81K0.0%+105.4%0.023%
2/6/2025 Steward Partners Investment Advisory LLC219,868$9.05M0.1%-0.1%2.617%
2/5/2025 Noble Wealth Management PBC1,300$54K0.0%N/A0.015%
2/4/2025 Provident Wealth Management LLC153,841$6.33M2.1%N/A1.831%
2/3/2025 Parcion Private Wealth LLC491,316$20.23M1.5%+4.7%5.849%
2/3/2025 Concurrent Investment Advisors LLC10,816$445K0.0%N/A0.129%
2/3/2025 Private Advisor Group LLC6,016$248K0.0%N/A0.072%
1/31/2025 Global Retirement Partners LLC5,051$208K0.0%+2,340.1%0.060%
1/31/2025 Kestra Investment Management LLC1,293$53K0.0%N/A0.015%
1/31/2025 Atria Wealth Solutions Inc.10,071$415K0.0%+25.4%0.120%
1/31/2025 Systelligence LLC394,093$16.23M4.0%+38.8%4.692%
1/31/2025 J.W. Cole Advisors Inc.7,961$328K0.0%+17.8%0.095%
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1/30/2025 Kuhn & Co Investment Counsel8,616$355K0.3%+37.1%0.103%
1/30/2025 Principal Securities Inc.1,810$75K0.0%+88.7%0.022%
1/30/2025 Roxbury Financial LLC20,041$895K0.9%N/A0.239%
1/30/2025 Trademark Financial Management LLC53,599$2.21M1.8%+76.4%0.638%
1/29/2025 Diversified Portfolios Inc.11,340$467K0.1%N/A0.135%
1/28/2025 Kestra Private Wealth Services LLC29,185$1.20M0.0%+101.8%0.347%
1/28/2025 Prairie Wealth Advisors Inc.5,255$216K0.1%N/A0.063%
1/27/2025 Silver Oak Securities Incorporated7,336$302K0.0%+10.0%0.087%
1/27/2025 Stratos Investment Management LLC221,454$9.12M0.5%+27.0%2.636%
1/27/2025 Stratos Wealth Partners LTD.9,942$409K0.0%N/A0.118%
1/24/2025 Holistic Planning LLC5,965$246K0.1%N/A0.071%
1/24/2025 Sterling Manor Financial LLC200,027$8.24M5.7%-0.5%2.381%
1/23/2025 Fifth Third Securities Inc.28,166$1.16M0.1%N/A0.335%
1/22/2025 Foundations Investment Advisors LLC5,032$207K0.0%N/A0.060%
1/17/2025 Cedar Point Capital Partners LLC18,322$754K0.5%+9.1%0.218%
1/13/2025 Eastern Bank4,345$179K0.0%+115.7%0.052%
12/26/2024 JPMorgan Chase & Co.6,948$288K0.0%+10.5%0.083%
11/25/2024 Wilmington Savings Fund Society FSB689$29K0.0%N/A0.008%
11/18/2024 Rehmann Capital Advisory Group16,961$702K0.0%-17.4%0.202%
11/13/2024 FMR LLC1,842$76K0.0%+126.6%0.022%
11/5/2024 Systelligence LLC283,919$11.75M2.9%N/A3.380%
10/31/2024 Trademark Financial Management LLC30,385$1.26M1.0%-13.9%0.362%
10/29/2024 Cedar Point Capital Partners LLC16,793$695K0.5%+6.1%0.200%
10/29/2024 Farther Finance Advisors LLC15,898$658K0.0%+32.7%0.189%
10/24/2024 Sterling Manor Financial LLC201,041$8.32M5.6%+6.9%2.393%
10/24/2024 J.W. Cole Advisors Inc.6,760$280K0.0%+7.4%0.080%
10/23/2024 Parcion Private Wealth LLC469,066$19.42M1.6%N/A5.584%
10/22/2024 Eastern Bank2,014$83K0.0%N/A0.024%
10/18/2024 Commonwealth Equity Services LLC1,476,600$61.13M0.1%+25.2%17.579%
10/18/2024 Stratos Investment Management LLC174,411$7.22M0.5%+5.6%2.076%
10/18/2024 Stratos Wealth Advisors LLC22,722$941K0.0%+14.6%0.271%
10/10/2024 Retirement Planning Group LLC2,294,135$94.98M5.2%+8.4%27.311%
8/22/2024 Cetera Investment Advisers164,160$6.19M0.0%+1.0%1.954%
8/13/2024 AE Wealth Management LLC38,314$1.44M0.0%+17.5%0.456%
8/8/2024 J.W. Cole Advisors Inc.6,292$237K0.0%+17.4%0.075%
8/8/2024 Envestnet Asset Management Inc.300,425$11.32M0.0%+30.8%3.576%
8/2/2024 Birchcreek Wealth Management LLC8,567$323K0.2%N/A0.102%
7/31/2024 Farther Finance Advisors LLC11,984$449K0.0%+883.1%0.143%
7/31/2024 Commonwealth Equity Services LLC1,178,938$44.42M0.1%+12.8%14.035%
7/31/2024 Trademark Financial Management LLC35,271$1.33M1.1%+2.6%0.420%
7/26/2024 Sterling Manor Financial LLC187,982$7.08M5.4%N/A2.238%
7/26/2024 Cambridge Investment Research Advisors Inc.40,198$1.52M0.0%+14.3%0.479%
7/16/2024 Envestnet Portfolio Solutions Inc.6,975$263K0.0%N/A0.083%
7/16/2024 Cedar Point Capital Partners LLC15,822$596K0.4%+11.8%0.188%
7/16/2024 Great Valley Advisor Group Inc.16,847$635K0.0%+42.1%0.201%
7/16/2024 Wealth Enhancement Advisory Services LLC17,009$641K0.0%+21.3%0.202%
7/13/2024 Retirement Planning Group LLC2,116,506$79.75M5.1%N/A25.197%
5/24/2024Cetera Advisors LLC37,795$1.47M0.0%N/A0.450%
5/24/2024 Cetera Investment Advisers162,545$6.32M0.0%+96.2%1.935%
5/22/2024 Cedar Point Capital Partners LLC14,157$550K0.4%+8.6%0.169%
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5/15/2024 Kestra Advisory Services LLC367,237$14.27M0.1%+5.0%4.372%
5/10/2024 Osaic Holdings Inc.195,339$7.59M0.0%+45.6%2.325%
5/8/2024 Avantax Advisory Services Inc.41,072$1.60M0.0%N/A0.489%
5/8/2024 Trademark Financial Management LLC34,371$1.34M1.1%+490.5%0.409%
4/30/2024 J.W. Cole Advisors Inc.5,359$208K0.0%N/A0.092%
4/29/2024 Commonwealth Equity Services LLC1,045,565$40.63M0.1%+13.4%18.027%
4/23/2024Raymond James Financial Services Advisors Inc.237,952$9.25M0.0%N/A4.103%
4/16/2024 Wealth Enhancement Advisory Services LLC14,021$545K0.0%-3.3%0.401%
4/15/2024 Sound Income Strategies LLC5,210$202K0.0%N/A0.149%
2/16/2024 Clarity Asset Management Inc.11,520$417K0.3%N/A0.329%
(Data available from 1/1/2016 forward)

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FSMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSMD shares?

During the previous two years, 79 institutional investors and hedge funds held shares of Fidelity Small-Mid Multifactor ETF. The most heavily invested institutionals were Retirement Planning Group LLC ($106.32M), Commonwealth Equity Services LLC ($72.08M), Parcion Private Wealth LLC ($20.23M), Bank of America Corp DE ($16.68M), Systelligence LLC ($16.23M), Envestnet Asset Management Inc. ($15.74M), and Raymond James Financial Inc. ($14.78M).Learn more on FSMD's institutional investors.

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

Of the 75 institutional investors that purchased Fidelity Small-Mid Multifactor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Retirement Planning Group LLC ($2.58M), Commonwealth Equity Services LLC ($1.10M), Raymond James Financial Inc. ($718.02K), Parcion Private Wealth LLC ($491.32K), Systelligence LLC ($394.09K), Bank of America Corp DE ($270.34K), and Stifel Financial Corp ($254.06K).

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

Institutional investors have bought a total of 8,118,055 shares in the last 24 months. This purchase volume represents approximately $320.14M in transactions.

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

Of the 12 institutional investors that sold Fidelity Small-Mid Multifactor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IFP Advisors Inc ($103.80K), Osaic Holdings Inc. ($10.70K), Rehmann Capital Advisory Group ($7.81K), Envestnet Asset Management Inc. ($6.61K), Trademark Financial Management LLC ($4.89K), Lincoln National Corp ($1.36K), and Brown Advisory Inc. ($1.10K).

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

Institutional investors have sold a total of 139,173 shares in the last 24 months. This volume of shares sold represents approximately $4.73M in transactions.



This page (NYSEARCA:FSMD) was last updated on 3/28/2025 by MarketBeat.com Staff
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