S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold

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

$24.28
-0.09 (-0.37%)
(As of 04/18/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$15.54M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$473.23K
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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
2/15/2024Gotham Asset Management LLC457,078$10.81M0.2%N/A34.367%
2/15/2024Comerica Bank2,200$52K0.0%N/A0.165%
2/6/2024Lincoln 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%
11/15/2023Mercer Global Advisors Inc. ADV11,095$234K0.0%-48.7%0.834%
11/13/2023Envestnet Asset Management Inc.11,095$234K0.0%-48.7%0.834%
10/23/2023Commonwealth Equity Services LLC174,084$3.66M0.0%+295.0%13.089%
8/15/2023Benjamin F. Edwards & Company Inc.8,281$180K0.0%+11.1%0.623%
8/15/2023Royal Bank of Canada13,587$295K0.0%+79.7%1.022%
8/14/2023Mercer Global Advisors Inc. ADV21,611$469K0.0%N/A1.625%
8/10/2023Commonwealth Equity Services LLC44,068$956K0.0%+36.9%3.313%
8/4/2023Envestnet Asset Management Inc.21,611$469K0.0%N/A1.625%
5/11/2023Commonwealth Equity Services LLC32,182$673K0.0%+32.9%2.420%
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%
11/15/2022Mercer Global Advisors Inc. ADV17,626$323K0.0%N/A0.000%
11/15/2022Commonwealth Equity Services LLC15,919$291K0.0%-33.7%0.000%
11/14/2022Royal Bank of Canada15,652$287K0.0%+19.5%0.000%
7/13/2022HYA Advisors Inc13,225$249K0.1%N/A0.000%
5/16/2022UBS Group AG1,982$45K0.0%-33.8%0.000%
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, 11 institutional investors and hedge funds held shares of Fidelity Fundamental Small-Mid Cap ETF. The most heavily invested institutionals were Gotham Asset Management LLC ($10.81M), Commonwealth Equity Services LLC ($3.66M), Royal Bank of Canada ($295K), Lincoln National Corp ($288K), HYA Advisors Inc ($249K), Mercer Global Advisors Inc. ADV ($234K), and Envestnet Asset Management Inc. ($234K).Learn more on FSMO's institutional investors.

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

Of the 10 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: Gotham Asset Management LLC ($457.08K), Commonwealth Equity Services LLC ($158.17K), Mercer Global Advisors Inc. ADV ($40.80K), Envestnet Asset Management Inc. ($21.61K), HYA Advisors Inc ($13.23K), Lincoln National Corp ($12.19K), and Royal Bank of Canada ($8.58K).

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

Institutional investors have bought a total of 725,780 shares in the last 24 months. This purchase volume represents approximately $16.46M 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 ($54.24K), Envestnet Asset Management Inc. ($10.52K), Mercer Global Advisors Inc. ADV ($10.52K), Benjamin F. Edwards & Company Inc. ($1.29K), and UBS Group AG ($1.01K).

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

Institutional investors have sold a total of 77,576 shares in the last 24 months. This volume of shares sold represents approximately $1.70M in transactions.


This page (BATS:FSMO) was last updated on 4/19/2024 by MarketBeat.com Staff

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