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Fidelity Enhanced International ETF

113 hedge funds and large institutions have $884M invested in Fidelity Enhanced International ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 26

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $788M → $884M (+$96M)

2% more funds holding

Funds holding: 111113 (+2)

0.35% less ownership

Funds ownership: 50.3%49.96% (-0.35%)

Holders
113
Holders Change
+2
Holders Change %
+1.8%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
18
Increased
49
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$980K -$54.5K -1,876 -5%
SWA
27
Sax Wealth Advisors
New Jersey
$858K +$89.5K +3,079 +12%
HighTower Advisors
28
HighTower Advisors
Illinois
$691K +$165K +5,674 +33%
AAS
29
Avantax Advisory Services
Texas
$670K +$216K +7,416 +50%
TH
30
TCTC Holdings
Texas
$665K +$3.43K +118 +0.5%
IA
31
IFP Advisors
Florida
$605K -$17.6K -605 -3%
AWM
32
Avior Wealth Management
Nebraska
$584K
NL
33
NWAM LLC
Washington
$559K +$536K +18,456 New
MA
34
Mutual Advisors
Nebraska
$557K -$19K -653 -3%
FG
35
Fiduciary Group
Georgia
$551K -$1.98K -68 -0.4%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$510K +$7.91K +272 +2%
EPW
37
Evergreen Private Wealth
Colorado
$497K +$35.3K +1,214 +8%
EWA
38
Exencial Wealth Advisors
Oklahoma
$496K -$36.5K -1,256 -7%
MWM
39
Mission Wealth Management
California
$493K -$34K -1,171 -7%
PS
40
Principal Securities
Iowa
$483K +$13.3K +458 +3%
BCG
41
Breakwater Capital Group
New Jersey
$449K +$36K +1,239 +9%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$433K +$319K +10,981 +332%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$433K +$407K +13,991 +4,727%
SFA
44
Sequoia Financial Advisors
Ohio
$427K +$145 +5 +0%
MWP
45
Madison Wealth Partners
Wisconsin
$395K +$77.5K +2,665 +26%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$375K -$720K -24,755 -67%
OFG
47
OmniStar Financial Group
North Carolina
$367K +$25K +860 +8%
Morgan Stanley
48
Morgan Stanley
New York
$367K +$24K +824 +7%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$364K +$6.1K +210 +2%
MWM
50
Modern Wealth Management
Kansas
$360K +$1.86K +64 +0.5%

FENI Hedge Fund Activity: Q3 2024 in Review

113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced International ETF (FENI) for Q3 2024, worth a combined $884M — up 12% from $788M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FENI positions and 14 closed out — a net gain of 4 holders — while 49 added to existing stakes and 26 trimmed.

The largest buyer was KFG Wealth Management, opening a new position worth an estimated $19.2M. The largest seller was AlphaStar Capital Management, cutting an estimated $15.4M.

  • 113 institutional investors held Fidelity Enhanced International ETF (FENI) as of Q3 2024, up from 111 in Q2 2024.
  • Funds reported $884M of Fidelity Enhanced International ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 18 funds opened new Fidelity Enhanced International ETF positions in Q3 2024 and 14 closed out, a net change of +4 holders.
  • The largest Fidelity Enhanced International ETF buyer in Q3 2024 was KFG Wealth Management, an estimated $19.2M added.
  • The largest Fidelity Enhanced International ETF seller in Q3 2024 was AlphaStar Capital Management, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2024.