FESM icon

Fidelity Enhanced Small Cap ETF

117 hedge funds and large institutions have $1.26B invested in Fidelity Enhanced Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
117
Holders Change
+31
Holders Change %
+36.05%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
40
Increased
49
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$862M 26,944,500 -288,823 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$56M 1,749,825 -241,473 -12%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$55.1M 1,722,199 +716,411 +71%
LPL Financial
4
LPL Financial
California
$53M 1,657,583 +639,180 +63%
Wells Fargo
5
Wells Fargo
California
$18.3M 572,045 +567,677 +12,996%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.4M 419,351 +14,574 +4%
LHC
7
Little House Capital
Massachusetts
$11.8M 368,493 +10,114 +3%
PCIA
8
Prime Capital Investment Advisors
Kansas
$11.6M 363,126 -201,338 -36%
SWP
9
Sagespring Wealth Partners
Tennessee
$9.53M 297,790 +297,790 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.28M 290,167 +82,941 +40%
Raymond James Financial
11
Raymond James Financial
Florida
$8.19M 256,131 +152,392 +147%
LPFG
12
Landing Point Financial Group
Ohio
$7.98M 249,597 +18,899 +8%
DC
13
Dahring Cusmano
Michigan
$7.91M 247,397 +7,197 +3%
BFG
14
Berger Financial Group
Minnesota
$6.52M 203,663 +3,326 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$6.31M 197,343 +119,509 +154%
SFA
16
Salus Financial Advisors
Colorado
$6.28M 196,262 +21,052 +12%
Goldman Sachs
17
Goldman Sachs
New York
$5.77M 180,325 +180,325 New
AI
18
Atria Investments
North Carolina
$5.76M 179,995 +179,995 New
GFA
19
Gallagher Fiduciary Advisors
Illinois
$5.65M 176,577 +176,577 New
AAS
20
Avantax Advisory Services
Texas
$5.14M 160,659 -39,976 -20%
HIW
21
Holos Integrated Wealth
Pennsylvania
$5.07M 152,530 +4,204 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.49M 140,224 -3,503 -2%
MIA
23
Milestone Investment Advisors
Wisconsin
$4.37M 136,663 +9,003 +7%
RIS
24
Retirement Income Solutions
Michigan
$4.33M 135,327 -28,833 -18%
AWS
25
Atria Wealth Solutions
New York
$4.27M 133,565 +45,916 +52%