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Fidelity Enhanced Small Cap ETF

40 hedge funds and large institutions have $365M invested in Fidelity Enhanced Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PSCM
26
Per Stirling Capital Management
Texas
$204K -$104K -3,241 -34%
CA
27
Clearstead Advisors
Ohio
$189K +$483 +15 +0.3%
Comerica Bank
28
Comerica Bank
Texas
$142K +$142K +4,418 New
Morgan Stanley
29
Morgan Stanley
New York
$65.4K
EWA
30
EverSource Wealth Advisors
Alabama
$38.3K +$64 +2 +0.2%
SPIA
31
Steward Partners Investment Advisory
New York
$32.1K
LFG
32
Larson Financial Group
Missouri
$28.2K +$32 +1 +0.1%
Wells Fargo
33
Wells Fargo
California
$27.5K
CWP
34
Concord Wealth Partners
Virginia
$18.6K +$32 +1 +0.2%
PS
35
Principal Securities
Iowa
$16.9K +$14.5K +450 +584%
AF
36
Advisornet Financial
Minnesota
$12.5K
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$11K +$32 +1 +0.3%
HWM
38
HighMark Wealth Management
Minnesota
$6.04K +$32 +1 +0.5%
PFA
39
Pathway Financial Advisers
Indiana
$6.01K
CFG
40
CKW Financial Group
Hawaii
$3K
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
-$967K -33,219 Closed
PI
42
PFG Investments
New York
-$239K -8,225 Closed
GLR
43
Great Lakes Retirement
Ohio
-$95K -3,266 Closed
UBS Group
44
UBS Group
Switzerland
-$10.1K -348 Closed
MG
45
Mather Group
Illinois
-$7.91K -263 Closed
Franklin Resources
46
Franklin Resources
California
-$786 -27 Closed