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Fidelity Small-Mid Factor ETF (FSMD) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Fidelity Small-Mid Factor ETF (NYSEARCA:FSMD)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$22.34M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$5.33M
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FSMD Institutional Buying and Selling by Quarter

Fidelity Small-Mid Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024Wealth Enhancement Advisory Services LLC14,021$545K0.0%-3.3%0.401%
4/15/2024Sound Income Strategies LLC5,210$202K0.0%N/A0.149%
2/16/2024Harbour Investments Inc.13,784$499K0.0%+4.7%0.394%
2/16/2024Clarity Asset Management Inc.11,520$417K0.3%N/A0.329%
2/14/2024Kestra Advisory Services LLC349,774$12.67M0.1%+9.4%9.994%
2/13/2024Envestnet Asset Management Inc.219,720$7.96M0.0%-1.1%6.278%
2/13/2024Cetera Advisor Networks LLC21,794$790K0.0%-6.6%0.623%
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%
2/9/2024Cambridge Investment Research Advisors Inc.22,838$827K0.0%-4.6%0.653%
2/6/2024Lincoln National Corp48,486$1.76M0.0%+0.7%1.385%
2/6/2024Merit 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%
2/3/2024Cedar 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%
11/15/2023Royal Bank of Canada13,897$448K0.0%-5.0%0.397%
11/13/2023LPL Financial LLC25,137$811K0.0%+12.3%0.718%
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%
8/21/2023Osaic Holdings Inc.190,540$6.37M0.0%-5.3%5.444%
8/15/2023Goldman Sachs Group Inc.51,052$1.71M0.0%-13.8%1.459%
8/15/2023Harbour Investments Inc.3,531$118K0.0%+7,925.0%0.101%
8/15/2023Royal Bank of Canada14,622$489K0.0%+62.4%0.418%
8/15/2023Stifel Financial Corp25,353$848K0.0%N/A0.724%
8/15/2023Citadel Advisors LLC60,767$2.03M0.0%+25.1%1.736%
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%
8/11/2023JPMorgan Chase & Co.4,459$149K0.0%N/A0.127%
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%
A.I. Pioneer Issues Urgent Warning to Americans (Ad)

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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%
5/17/2023Advisory Services Network LLC4,804$155K0.0%-44.4%0.150%
5/15/2023Magnolia Capital Advisors LLC11,253$363K0.2%+18.5%0.352%
5/15/2023Cetera Investment Advisers33,016$1.07M0.0%+21.8%1.032%
5/15/2023Flow Traders U.S. LLC18,043$582K0.0%N/A0.564%
5/12/2023Bank of America Corp DE61,215$1.98M0.0%-2.9%1.913%
5/11/2023Cambridge Investment Research Advisors Inc.13,796$445K0.0%N/A0.431%
5/11/2023Envestnet Asset Management Inc.228,740$7.38M0.0%+3.9%7.148%
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%
4/28/2023Ameritas 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%
2/14/2023Cetera Advisor Networks LLC16,836$527K0.0%N/A0.561%
2/14/2023Cetera Investment Advisers27,115$850K0.0%N/A0.904%
2/10/2023Bank of America Corp DE63,069$1.98M0.0%-16.6%2.102%
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%
2/1/2023 CWM 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%
1/13/2023Merit Financial Group LLC8,140$255K0.0%N/A0.281%
11/15/2022Commonwealth Equity Services LLC403,805$11.60M0.0%+45.0%16.825%
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%
8/15/2022Citadel Advisors LLC93,082$2.77M0.0%+225.6%4.231%
8/12/2022LPL Financial LLC25,739$765K0.0%-39.7%1.170%
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%
5/16/2022UBS Group AG1,379$47K0.0%N/A0.060%
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%
5/4/2022Advisor Group Holdings Inc.87,962$3.01M0.0%+29.9%3.824%
5/4/2022Prospera Financial Services Inc1,015$35K0.0%N/A0.044%
5/4/2022Commonwealth Equity Services LLC405,712$13.89M0.0%+92.6%17.640%
5/4/2022Envestnet Asset Management Inc.114,854$3.93M0.0%+86.5%4.994%
4/26/2022Kestra Advisory Services LLC12,852$440K0.0%-8.6%0.559%
2/4/2022Envestnet Asset Management Inc.61,571$2.21M0.0%-35.3%3.079%
A.I. Pioneer Issues Urgent Warning to Americans (Ad)

According to one early A.I. pioneer: “You can either use this as an unfair advantage to grow your wealth, or you can let it ravage your retirement savings. There’s no middle option.”

Click here to learn more while there’s still time.
2/3/2022Advisor Group Holdings Inc.67,691$2.42M0.0%+4.3%3.385%
1/31/2022Commonwealth Equity Services LLC210,628$7.54M0.0%+33.9%10.531%
1/26/2022Lincoln National Corp24,450$876K0.0%+88.6%1.164%
11/5/2021Advisor Group Holdings Inc.64,880$2.17M0.0%-5.0%3.816%
11/5/2021Lincoln National Corp12,967$434K0.0%-34.2%0.763%
10/29/2021Commonwealth Equity Services LLC157,314$5.26M0.0%+112.2%9.254%
10/19/2021Kestra Advisory Services LLC14,102$472K0.0%-6.3%0.830%
8/16/2021Bank of America Corp DE45,022$1.53M0.0%+8.1%2.814%
8/13/2021Lincoln National Corp19,705$668K0.0%-36.7%1.232%
8/12/2021Bank of Montreal Can29,518$1.01M0.0%N/A1.845%
(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, 37 institutional investors and hedge funds held shares of Fidelity Small-Mid Factor ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($33.42M), Kestra Advisory Services LLC ($12.67M), Envestnet Asset Management Inc. ($7.96M), Osaic Holdings Inc. ($6.37M), Advisor Group Holdings Inc. ($6.14M), Citadel Advisors LLC ($2.03M), and Bank of America Corp DE ($1.98M).Learn more on FSMD's institutional investors.

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

Of the 32 institutional investors that purchased Fidelity Small-Mid Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($838.99K), Envestnet Asset Management Inc. ($167.17K), Kestra Advisory Services LLC ($124.13K), IFP Advisors Inc ($90.08K), Advisor Group Holdings Inc. ($84.20K), Citadel Advisors LLC ($76.69K), and BMS Financial Advisors LLC ($63.72K).

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

Institutional investors have bought a total of 1,758,527 shares in the last 24 months. This purchase volume represents approximately $57.01M in transactions.

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

Of the 16 institutional investors that sold Fidelity Small-Mid Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($127.28K), IFP Advisors Inc ($103.80K), Osaic Holdings Inc. ($21.40K), LPL Financial LLC ($16.98K), Bank of America Corp DE ($14.42K), Envestnet Asset Management Inc. ($9.02K), and Goldman Sachs Group Inc. ($8.14K).

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

Institutional investors have sold a total of 317,365 shares in the last 24 months. This volume of shares sold represents approximately $10.05M in transactions.


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This page (NYSEARCA:FSMD) was last updated on 4/18/2024 by MarketBeat.com Staff

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