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Fidelity Enhanced Small Cap ETF

118 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, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
$862M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$56M
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$55.1M
LPL Financial
4
LPL Financial
California
$53M
Wells Fargo
5
Wells Fargo
California
$18.3M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.4M
LHC
7
Little House Capital
Massachusetts
$11.8M
PCIA
8
Prime Capital Investment Advisors
Kansas
$11.6M
SWP
9
Sagespring Wealth Partners
Tennessee
$9.53M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.28M
Raymond James Financial
11
Raymond James Financial
Florida
$8.19M
LPFG
12
Landing Point Financial Group
Ohio
$7.98M
DC
13
Dahring Cusmano
Michigan
$7.91M
BFG
14
Berger Financial Group
Minnesota
$6.52M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$6.31M
SFA
16
Salus Financial Advisors
Colorado
$6.28M
Goldman Sachs
17
Goldman Sachs
New York
$5.77M
AI
18
Atria Investments
North Carolina
$5.76M
GFA
19
Gallagher Fiduciary Advisors
Illinois
$5.65M
AAS
20
Avantax Advisory Services
Texas
$5.14M
HIW
21
Holos Integrated Wealth
Pennsylvania
$5.07M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.49M
MIA
23
Milestone Investment Advisors
Wisconsin
$4.37M
RIS
24
Retirement Income Solutions
Michigan
$4.33M
AWS
25
Atria Wealth Solutions
New York
$4.27M