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Fidelity Enhanced Small Cap ETF

145 hedge funds and large institutions have $1.75B invested in Fidelity Enhanced Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$6.33M
MA
27
Mutual Advisors
Nebraska
$5.93M
MAG
28
Mayfair Advisory Group
Alabama
$5.5M
MIA
29
Milestone Investment Advisors
Wisconsin
$5.5M
HIW
30
Holos Integrated Wealth
Pennsylvania
$5.47M
RIS
31
Retirement Income Solutions
Michigan
$5.08M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5.08M
GRP
33
Global Retirement Partners
California
$4.93M
Mariner
34
Mariner
Kansas
$4.88M
MA
35
Modus Advisors
Minnesota
$4.8M
KAS
36
Kestra Advisory Services
Texas
$4.79M
OCA
37
Otter Creek Advisors
Florida
$4.53M
FHC
38
First Heartland Consultants
Missouri
$4.2M
Baird Financial Group
39
Baird Financial Group
Wisconsin
$3.94M
TI
40
tru Independence
Oregon
$3.45M
NA
41
NewEdge Advisors
Louisiana
$3.42M
LCC
42
Lincoln Capital Corp
Rhode Island
$3.23M
FWM
43
FMA Wealth Management
Massachusetts
$3.22M
IWP
44
IAG Wealth Partners
Wisconsin
$3.19M
MML Investors Services
45
MML Investors Services
Massachusetts
$2.94M
CWA
46
Carolina Wealth Advisors
South Carolina
$2.9M
PAG
47
Private Advisor Group
New Jersey
$2.81M
FFA
48
Founders Financial Alliance
North Carolina
$2.75M
SPIA
49
Steward Partners Investment Advisory
New York
$2.61M
C
50
Croban
Ohio
$2.33M