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Fidelity Enhanced Small Cap Core ETF

119 hedge funds and large institutions have $1.28B invested in Fidelity Enhanced Small Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 7

168% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 19

38% more funds holding

Funds holding: 86119 (+33)

16% more capital invested

Capital invested by funds: $1.1B → $1.28B (+$181M)

2.21% more ownership

Funds ownership: 65.88%68.09% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
119
Holders Change
+33
Holders Change %
+38.37%
% of All Funds
1.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
51
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIS
26
Retirement Income Solutions
Michigan
$4.33M -$857K -28,833 -18%
AWS
27
Atria Wealth Solutions
New York
$4.27M +$1.36M +45,916 +52%
GRP
28
Global Retirement Partners
California
$4.08M +$3.79M +127,525 New
PI
29
Parkside Investments
Illinois
$3.89M +$3.61M +121,475 New
MA
30
Modus Advisors
Minnesota
$3.67M +$3.41M +114,783 New
Stifel Financial
31
Stifel Financial
Missouri
$3.65M +$1.15M +38,685 +51%
NA
32
NewEdge Advisors
Louisiana
$3.01M -$353K -11,878 -11%
LCC
33
Lincoln Capital Corp
Rhode Island
$2.83M +$365K +12,286 +16%
FWM
34
FMA Wealth Management
Massachusetts
$2.8M +$48.4K +1,629 +2%
KAS
35
Kestra Advisory Services
Texas
$2.72M +$1.39M +46,607 +121%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.64M +$500K +16,812 +26%
IWP
37
IAG Wealth Partners
Wisconsin
$2.55M -$594K -19,979 -20%
SPIA
38
Steward Partners Investment Advisory
New York
$2.07M +$270K +9,079 +16%
PAG
39
Private Advisor Group
New Jersey
$1.91M +$671K +22,582 +61%
Jane Street
40
Jane Street
New York
$1.87M +$1.74M +58,564 New
MAG
41
Mayfair Advisory Group
Alabama
$1.8M +$1.61M +54,190 New
PAS
42
PKS Advisory Services
New York
$1.53M -$236K -7,951 -14%
IAG
43
Investmark Advisory Group
Connecticut
$1.43M +$1.33M +44,775 New
HI
44
Harbour Investments
Wisconsin
$1.36M -$2.27M -76,275 -64%
HIS
45
Horizon Investment Services
Indiana
$1.29M -$28.9K -974 -2%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$1.29M +$563K +18,925 +89%
C
47
Croban
Ohio
$1.26M +$83.8K +2,819 +8%
CWM
48
Cornerstone Wealth Management
Missouri
$1.21M +$2.14K +72 +0.2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.19M -$4.2M -141,391 -79%
GCA
50
Greenwood Capital Associates
South Carolina
$1.12M +$173K +5,820 +20%

FESM Hedge Fund Activity: Q2 2025 in Review

119 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q2 2025, worth a combined $1.28B — up 16% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FESM positions and 7 closed out — a net gain of 33 holders — while 51 added to existing stakes and 19 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $21.3M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $13.5M sold.

  • 119 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q2 2025, up from 86 in Q1 2025.
  • Funds reported $1.28B of Fidelity Enhanced Small Cap Core ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 40 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q2 2025 and 7 closed out, a net change of +33 holders.
  • The largest Fidelity Enhanced Small Cap Core ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $21.3M added.
  • The largest Fidelity Enhanced Small Cap Core ETF seller in Q2 2025 was Flow Traders U.S., an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.