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Fidelity Enhanced Small Cap ETF
FESM

Overview Fund Activity

86 hedge funds and large institutions have $1.1B invested in Fidelity Enhanced Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+22
Holders Change %
+34.38%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
43
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$446M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$16.6M
3
LPL Financial
LPL Financial
California
+$15.1M
4
FTUS
Flow Traders U.S.
New York
+$13.5M
5
LHC
Little House Capital
Massachusetts
+$10.6M

Top Sellers

1
EFH
Eaton Financial Holdings
Florida
-$4.68M
2
Mariner
Mariner
Kansas
-$2.59M
3
GP
Geneva Partners
Wisconsin
-$671K
4
Goldman Sachs
Goldman Sachs
New York
-$316K
5
Stifel Financial
Stifel Financial
Missouri
-$177K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
26
FMA Wealth Management
Massachusetts
$2.72M -$33.5K -1,057 -1%
AWS
27
Atria Wealth Solutions
New York
$2.58M +$2.58M +87,649 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.29M +$1.02M +34,619 +80%
LCC
29
Lincoln Capital Corp
Rhode Island
$2.25M -$25.5K -866 -1%
Stifel Financial
30
Stifel Financial
Missouri
$2.22M -$177K -5,989 -7%
Mariner
31
Mariner
Kansas
$2.09M -$2.59M -87,753 -55%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.94M +$129K +4,364 +7%
EFH
33
Eaton Financial Holdings
Florida
$1.87M -$4.68M -158,752 -71%
PAS
34
PKS Advisory Services
New York
$1.64M +$826K +28,019 +101%
SPIA
35
Steward Partners Investment Advisory
New York
$1.64M +$1.61M +54,752 +5,481%
Citadel Advisors
36
Citadel Advisors
Florida
$1.25M +$407K +13,795 +48%
HIS
37
Horizon Investment Services
Indiana
$1.22M +$521K +17,670 +74%
KAS
38
Kestra Advisory Services
Texas
$1.14M +$100K +3,398 +10%
CWM
39
Cornerstone Wealth Management
Missouri
$1.11M +$920K +31,195 +480%
PAG
40
Private Advisor Group
New Jersey
$1.1M +$555K +18,812 +102%
C
41
Croban
Ohio
$1.08M +$267K +9,054 +33%
GCA
42
Greenwood Capital Associates
South Carolina
$859K +$563K +19,106 +190%
CF
43
Convergence Financial
Missouri
$717K +$717K +24,333 New
TWC
44
TD Waterhouse Canada
Ontario, Canada
$625K +$531K +18,051 +569%
KWS
45
Keystone Wealth Services
California
$510K -$51.4K -1,744 -9%
BW
46
Balance Wealth
Ohio
$502K +$502K +17,018 New
OFG
47
OmniStar Financial Group
North Carolina
$501K +$4.89K +165 +1%
PA
48
PFG Advisors
Arizona
$498K +$193K +6,541 +63%
FHA
49
Flagship Harbor Advisors
Massachusetts
$489K +$306K +10,376 +167%
AIP
50
Ameritas Investment Partners
Nebraska
$476K +$476K +16,133 New
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