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Fidelity Enhanced Small Cap ETF

143 hedge funds and large institutions have $1.74B invested in Fidelity Enhanced Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$990M
LPL Financial
2
LPL Financial
California
$94.1M
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$90.7M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$58.5M
VIA
5
Vantagepoint Investment Advisers
District of Columbia
$51.4M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$37.8M
CWM
7
Calamos Wealth Management
Illinois
$33.9M
Wells Fargo
8
Wells Fargo
California
$32.4M
Osaic Holdings
9
Osaic Holdings
Arizona
$21.4M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$20.8M
Wellington Management Group
11
Wellington Management Group
Massachusetts
$15.6M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.4M
LHC
13
Little House Capital
Massachusetts
$13.8M
PCIA
14
Prime Capital Investment Advisors
Kansas
$13.1M
Raymond James Financial
15
Raymond James Financial
Florida
$12.8M
SIAS
16
Summit Investment Advisory Services
Minnesota
$11.6M
SWP
17
Sagespring Wealth Partners
Tennessee
$11.5M
DC
18
Dahring Cusmano
Michigan
$9.38M
LPFG
19
Landing Point Financial Group
Ohio
$8.9M
PI
20
Parkside Investments
Illinois
$8.67M
BFG
21
Berger Financial Group
Minnesota
$7.68M
Morgan Stanley
22
Morgan Stanley
New York
$7.35M
SFA
23
Salus Financial Advisors
Colorado
$7.35M
Stifel Financial
24
Stifel Financial
Missouri
$7.19M
AI
25
Atria Investments
North Carolina
$6.49M