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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
HIP
51
HUB Investment Partners
Texas
$356K -$16.1K -553 -4%
GCM
52
Gibraltar Capital Management
Oklahoma
$337K +$1.74K +60 +0.5%
Creative Planning
53
Creative Planning
Kansas
$315K +$60.9K +2,095 +25%
RIA
54
Regal Investment Advisors
Michigan
$315K
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$302K +$290K +9,970 New
EWA
56
EP Wealth Advisors
California
$301K -$324K -11,146 -53%
TFS
57
Thoroughbred Financial Services
Tennessee
$291K -$27.8K -955 -9%
Lido Advisors
58
Lido Advisors
California
$285K -$1.16K -40 -0.4%
SPC
59
Sigma Planning Corp
Michigan
$282K +$271K +9,319 New
SHFA
60
SC&H Financial Advisors
Maryland
$275K +$698 +24 +0.3%
PI
61
PFG Investments
New York
$261K +$145 +5 +0.1%
WP
62
Westmount Partners
California
$259K +$1.34K +46 +0.5%
Prudential Financial
63
Prudential Financial
New Jersey
$256K -$268K -9,234 -52%
AFP
64
Ausdal Financial Partners
Iowa
$247K +$237K +8,143 New
Cerity Partners
65
Cerity Partners
New York
$225K +$216K +7,415 New
KA
66
Kovack Advisors
Florida
$203K +$195K +6,718 New
JP Morgan Chase
67
JP Morgan Chase
New York
$118K -$158K -5,430 -58%
GJIA
68
Glass Jacobson Investment Advisors
Maryland
$101K -$4.56K -157 -5%
NA
69
NewEdge Advisors
Louisiana
$98.7K +$94.7K +3,259 New
PA
70
Parallel Advisors
California
$88K
TCM
71
TD Capital Management
Tennessee
$87K +$436 +15 +0.5%
PP
72
PrairieView Partners
Minnesota
$83K +$29 +1 +0%
GRP
73
Global Retirement Partners
California
$80.3K +$25.9K +891 +51%
HIA
74
Harbor Investment Advisory
Maryland
$70.7K
FFL
75
Financial Freedom LLC
Ohio
$68.3K +$349 +12 +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.