Fidelity Enhanced Small Cap Core ETF
FESM
37 hedge funds and large institutions have $23.6M invested in Fidelity Enhanced Small Cap Core ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
4.78% more ownership
Funds ownership: 0% → 4.78% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.71M |
| 2 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$4.76M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.16M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.01M |
| 5 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
+$725K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $30.1K | +$28.3K | +1,071 | New |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $28.1K | +$26.4K | +999 | New |
|
28
Wells Fargo
San Francisco,
California
| $24.1K | +$22.6K | +855 | New |
|
|
BWM
29
Baystate Wealth Management
Boston,
Massachusetts
| $22.1K | +$20.7K | +784 | New |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $12.9K | +$12.1K | +458 | New |
|
|
AF
31
Advisornet Financial
Minnetonka,
Minnesota
| $10.9K | +$10.2K | +387 | New |
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| $9.7K | +$8.99K | +340 | New |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $6.41K | +$6.03K | +228 | New |
|
|
HI
34
Harbour Investments
Madison,
Wisconsin
| $5.63K | +$5.29K | +200 | New |
|
|
PFA
35
Pathway Financial Advisers
Auburn,
Indiana
| $5.22K | +$4.89K | +185 | New |
|
|
PS
36
Principal Securities
Des Moines,
Iowa
| $3.92K | +$3.67K | +139 | New |
|
|
CFG
37
CKW Financial Group
Honolulu,
Hawaii
| $3K | +$2.54K | +96 | New |
|
FESM Hedge Fund Activity: Q4 2023 in Review
37 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q4 2023, worth a combined $23.6M.
Buyers outnumbered sellers: 37 funds opened new FESM positions and 0 closed out — a net gain of 37 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $5.71M.
- 37 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q4 2023, up from 0 in Q3 2023.
- Funds reported $23.6M of Fidelity Enhanced Small Cap Core ETF stock for Q4 2023.
- 37 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q4 2023 and 0 closed out, a net change of +37 holders.
- The largest Fidelity Enhanced Small Cap Core ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $5.71M added.
Based on aggregated 13F filings for Q4 2023.