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Fidelity Small-Mid Multifactor ETF (FSMD) Institutional Ownership

$43.22 +0.68 (+1.60%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$180.70M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$368.29K
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FSMD Institutional Buying and Selling by Quarter

Fidelity Small-Mid Multifactor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
12/26/2024JPMorgan Chase & Co.6,948$288K0.0%+10.5%0.083%
11/25/2024Wilmington Savings Fund Society FSB689$29K0.0%N/A0.008%
11/18/2024Rehmann Capital Advisory Group16,961$702K0.0%-17.4%0.202%
11/13/2024FMR LLC1,842$76K0.0%+126.6%0.022%
11/5/2024Systelligence LLC283,919$11.75M2.9%N/A3.380%
10/31/2024Trademark 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%
10/29/2024Farther Finance Advisors LLC15,898$658K0.0%+32.7%0.189%
10/24/2024Sterling Manor Financial LLC201,041$8.32M5.6%+6.9%2.393%
10/24/2024J.W. Cole Advisors Inc.6,760$280K0.0%+7.4%0.080%
10/23/2024Parcion Private Wealth LLC469,066$19.42M1.6%N/A5.584%
10/22/2024 Eastern Bank2,014$83K0.0%N/A0.024%
10/18/2024Commonwealth Equity Services LLC1,476,600$61.13M0.1%+25.2%17.579%
10/18/2024Stratos Investment Management LLC174,411$7.22M0.5%+5.6%2.076%
10/18/2024Stratos Wealth Advisors LLC22,722$941K0.0%+14.6%0.271%
10/10/2024Retirement Planning Group LLC2,294,135$94.98M5.2%+8.4%27.311%
8/22/2024Cetera Investment Advisers164,160$6.19M0.0%+1.0%1.954%
8/13/2024AE Wealth Management LLC38,314$1.44M0.0%+17.5%0.456%
8/8/2024J.W. Cole Advisors Inc.6,292$237K0.0%+17.4%0.075%
8/8/2024Envestnet Asset Management Inc.300,425$11.32M0.0%+30.8%3.576%
8/2/2024Birchcreek Wealth Management LLC8,567$323K0.2%N/A0.102%
7/31/2024Farther Finance Advisors LLC11,984$449K0.0%+883.1%0.143%
7/31/2024Commonwealth Equity Services LLC1,178,938$44.42M0.1%+12.8%14.035%
7/31/2024Trademark Financial Management LLC35,271$1.33M1.1%+2.6%0.420%
7/26/2024Sterling Manor Financial LLC187,982$7.08M5.4%N/A2.238%
7/26/2024Cambridge Investment Research Advisors Inc.40,198$1.52M0.0%+14.3%0.479%
7/16/2024Envestnet 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%
7/16/2024Great 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%
7/13/2024Retirement Planning Group LLC2,116,506$79.75M5.1%N/A25.197%
5/24/2024Cetera Advisors LLC37,795$1.47M0.0%N/A0.450%
5/24/2024Cetera 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%
5/15/2024Kestra Advisory Services LLC367,237$14.27M0.1%+5.0%4.372%
5/10/2024Osaic Holdings Inc.195,339$7.59M0.0%+45.6%2.325%
5/8/2024Avantax Advisory Services Inc.41,072$1.60M0.0%N/A0.489%
5/8/2024Trademark Financial Management LLC34,371$1.34M1.1%+490.5%0.409%
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4/30/2024J.W. Cole Advisors Inc.5,359$208K0.0%N/A0.092%
4/29/2024Commonwealth 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%
4/15/2024Sound Income Strategies LLC5,210$202K0.0%N/A0.149%
2/16/2024Clarity Asset Management Inc.11,520$417K0.3%N/A0.329%
2/13/2024Trademark Financial Management LLC5,821$211K0.2%N/A0.166%
2/9/2024Advisory Services Network LLC37,515$1.36M0.0%+24.4%1.072%
2/6/2024Lincoln National Corp48,486$1.76M0.0%+0.7%1.385%
2/6/2024 Merit Financial Group LLC10,040$364K0.0%+23.3%0.287%
2/6/2024Commonwealth Equity Services LLC922,341$33.42M0.1%+14.8%26.353%
2/6/2024Great Valley Advisor Group Inc.11,581$420K0.0%N/A0.331%
2/3/2024 Cedar Point Capital Partners LLC13,034$472K0.4%N/A0.372%
1/25/2024 International Assets Investment Management LLC11,666$423K0.0%N/A0.333%
1/24/2024 International Assets Investment Management LLC11,666$423K0.0%N/A0.333%
11/16/2023Harbour Investments Inc.13,168$425K0.0%+272.9%0.376%
11/13/2023Envestnet Asset Management Inc.222,134$7.17M0.0%-1.5%6.347%
11/13/2023Kestra Advisory Services LLC319,591$10.31M0.1%+8.8%9.131%
11/6/2023Lincoln National Corp48,172$1.56M0.0%-2.7%1.376%
10/24/2023Cambridge Investment Research Advisors Inc.23,934$772K0.0%-3.0%0.684%
10/23/2023Commonwealth Equity Services LLC803,525$25.93M0.1%+11.3%22.958%
10/11/2023AE Wealth Management LLC30,700$991K0.0%+24.6%0.877%
8/23/2023Rehmann Capital Advisory Group32,025$1.07M0.1%-11.7%0.915%
8/14/2023IFP Advisors Inc38,756$1.30M0.1%-57.3%1.107%
8/11/2023Kestra Advisory Services LLC293,668$9.82M0.1%+3.0%8.391%
8/10/2023Osaic Holdings Inc.190,540$6.37M0.0%-5.3%5.604%
8/10/2023Commonwealth Equity Services LLC721,864$24.14M0.0%+8.7%21.231%
8/10/2023Cetera Investment Advisers35,583$1.19M0.0%+7.8%1.047%
8/7/2023Lincoln National Corp49,529$1.66M0.0%+9.1%1.457%
8/4/2023Envestnet Asset Management Inc.225,418$7.54M0.0%-1.5%6.630%
8/4/2023IFP Advisors Inc38,756$965K0.0%-57.3%1.140%
7/31/2023LPL Financial LLC22,381$748K0.0%+25.6%0.658%
7/13/2023Cambridge Investment Research Advisors Inc.24,677$825K0.0%+78.9%0.726%
7/10/2023AE Wealth Management LLC24,633$824K0.0%+54.6%0.725%
5/11/2023Commonwealth Equity Services LLC663,990$21.42M0.0%+2.1%20.750%
5/8/2023Brown Advisory Inc.9,352$302K0.0%-10.5%0.292%
4/28/2023 Ameritas Advisory Services LLC2,020$65K0.0%N/A0.063%
4/18/2023IFP Advisors Inc90,658$2.26M0.1%+15,477.0%2.833%
4/14/2023AE Wealth Management LLC15,933$514K0.0%+37.1%0.498%
4/10/2023BMS Financial Advisors LLC19,612$633K0.4%N/A0.613%
2/10/2023Advisor Group Holdings Inc.196,006$6.14M0.0%+48.4%6.534%
2/8/2023Lincoln National Corp45,177$1.42M0.0%+2.6%1.506%
2/7/2023Commonwealth Equity Services LLC650,090$20.37M0.0%+61.0%21.670%
2/7/2023LPL Financial LLC27,061$848K0.0%+2.7%0.902%
2/7/2023Envestnet Asset Management Inc.220,247$6.90M0.0%+38.7%7.342%
2/1/2023CWM LLC857$27K0.0%N/A0.029%
1/31/2023Kestra Advisory Services LLC273,559$8.57M0.1%+8.2%9.119%
1/31/2023AE Wealth Management LLC11,620$364K0.0%N/A0.387%
1/13/2023 Merit Financial Group LLC8,140$255K0.0%N/A0.281%
11/15/2022Commonwealth Equity Services LLC403,805$11.60M0.0%+45.0%16.825%
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11/10/2022Envestnet Asset Management Inc.158,826$4.56M0.0%+6.2%6.618%
11/4/2022Lincoln National Corp44,019$1.27M0.0%+8.1%1.834%
11/1/2022Kestra Advisory Services LLC252,901$7.27M0.1%+18.1%10.538%
10/17/2022BMS Financial Advisors LLC31,565$907K0.6%N/A1.435%
8/3/2022Envestnet Asset Management Inc.149,488$4.44M0.0%+30.2%6.795%
8/2/2022Lincoln National Corp40,731$1.21M0.0%+14.1%1.851%
7/19/2022Commonwealth Equity Services LLC278,434$8.27M0.0%-31.4%13.259%
5/11/2022BMS Financial Advisors LLC12,543$430K0.3%N/A0.545%
5/9/2022Lincoln National Corp35,711$1.22M0.0%+46.1%1.553%
5/9/2022Brown Advisory Inc.10,452$358K0.0%N/A0.454%
(Data available from 1/1/2016 forward)

FSMD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSMD shares?

During the previous two years, 43 institutional investors and hedge funds held shares of Fidelity Small-Mid Multifactor ETF. The most heavily invested institutionals were Retirement Planning Group LLC ($94.98M), Commonwealth Equity Services LLC ($61.13M), Parcion Private Wealth LLC ($19.42M), Kestra Advisory Services LLC ($14.27M), Systelligence LLC ($11.75M), Envestnet Asset Management Inc. ($11.32M), and Raymond James Financial Services Advisors Inc. ($9.25M).Learn more on FSMD's institutional investors.

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

Of the 41 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 ($2.29M), Commonwealth Equity Services LLC ($1.07M), Parcion Private Wealth LLC ($469.07K), Systelligence LLC ($283.92K), Raymond James Financial Services Advisors Inc. ($237.95K), Sterling Manor Financial LLC ($201.04K), and Envestnet Asset Management Inc. ($132.17K).

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

Institutional investors have bought a total of 5,415,302 shares in the last 24 months. This purchase volume represents approximately $204.87M in transactions.

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

Of the 9 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 137,473 shares in the last 24 months. This volume of shares sold represents approximately $4.66M in transactions.


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This page (NYSEARCA:FSMD) was last updated on 1/21/2025 by MarketBeat.com Staff
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