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Fidelity Enhanced Small Cap ETF
FESM

Overview Fund Activity

64 hedge funds and large institutions have $569M invested in Fidelity Enhanced Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+24
Holders Change %
+60%
% of All Funds
0.85%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
28
Increased
24
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$391M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$53.9M
3
LPL Financial
LPL Financial
California
$16.3M
4
SIAS
Summit Investment Advisory Services
Minnesota
$9.22M
5
EFH
Eaton Financial Holdings
Florida
$7.19M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.79M
2
KWS
Keystone Wealth Services
California
$616K
3
BTWM
Brass Tax Wealth Management
Ohio
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.44M
5
Mariner
Mariner
Kansas
$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
26
Croban
Ohio
$888K +$888K +27,464 New
HIS
27
Horizon Investment Services
Indiana
$768K +$768K +23,737 New
MIA
28
Milestone Investment Advisors
Wisconsin
$748K +$748K +23,111 New
GP
29
Geneva Partners
Wisconsin
$671K +$63.5K +1,963 +10%
AAS
30
Avantax Advisory Services
Texas
$665K +$665K +20,558 New
KWS
31
Keystone Wealth Services
California
$616K -$683K -21,115 -53%
PAG
32
Private Advisor Group
New Jersey
$597K +$597K +18,461 New
OFG
33
OmniStar Financial Group
North Carolina
$543K +$64.4K +1,986 +13%
HighTower Advisors
34
HighTower Advisors
Illinois
$455K +$124K +3,847 +38%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$414K – – –
FP
36
Financial Perspectives
Minnesota
$383K +$17K +527 +5%
SS
37
Sunbelt Securities
Texas
$372K +$1.78K +55 +0.5%
MWP
38
Madison Wealth Partners
Wisconsin
$371K +$371K +11,473 New
PA
39
PFG Advisors
Arizona
$335K +$335K +10,355 New
GCA
40
Greenwood Capital Associates
South Carolina
$325K +$325K +10,043 New
Goldman Sachs
41
Goldman Sachs
New York
$316K +$316K +9,765 New
CWM
42
Cornerstone Wealth Management
Missouri
$210K +$210K +6,500 New
FHA
43
Flagship Harbor Advisors
Massachusetts
$201K +$201K +6,208 New
CA
44
Clearstead Advisors
Ohio
$190K – – –
Comerica Bank
45
Comerica Bank
Texas
$142K -$550 -17 -0.4%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$103K +$103K +3,170 New
AF
47
Advisornet Financial
Minnesota
$71.6K +$59.1K +1,826 +472%
PTC
48
Private Trust Company
Ohio
$71K +$71K +2,195 New
Morgan Stanley
49
Morgan Stanley
New York
$65.8K – – –
PS
50
Principal Securities
Iowa
$52.6K +$35.6K +1,100 +209%
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