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Fidelity Enhanced Small Cap Core ETF

41 hedge funds and large institutions have $95M invested in Fidelity Enhanced Small Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more capital invested

Capital invested by funds: $27M → $95M (+$68M)

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

14% more funds holding

Funds holding: 3641 (+5)

11.4% more ownership

Funds ownership: 5.16%16.56% (+11%)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change

FESM Hedge Fund Activity: Q2 2024 in Review

41 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q2 2024, worth a combined $95M — up 252% from $27M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FESM positions and 3 closed out — a net gain of 6 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $50.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $797K sold.

  • 41 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q2 2024, up from 36 in Q1 2024.
  • Funds reported $95M of Fidelity Enhanced Small Cap Core ETF stock for Q2 2024, up 252% quarter-over-quarter.
  • 9 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q2 2024 and 3 closed out, a net change of +6 holders.
  • The largest Fidelity Enhanced Small Cap Core ETF buyer in Q2 2024 was Fidelity Investments, an estimated $50.5M added.
  • The largest Fidelity Enhanced Small Cap Core ETF seller in Q2 2024 was Citadel Advisors, an estimated $797K sold.

Based on aggregated 13F filings for Q2 2024.