We are live on ! Find out more
FESM icon

Fidelity Enhanced Small Cap Core ETF

183 hedge funds and large institutions have $2.59B invested in Fidelity Enhanced Small Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 9

376% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 21

48% more capital invested

Capital invested by funds: $1.75B → $2.59B (+$841M)

26% more funds holding

Funds holding: 145183 (+38)

7.45% more ownership

Funds ownership: 72.1%79.55% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
183
Holders Change
+38
Holders Change %
+26.21%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
100
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
Parkside Investments
Illinois
$11.4M +$2.38M +63,678 +27%
DC
27
Dahring Cusmano
Michigan
$10.1M +$432K +11,578 +5%
Stifel Financial
28
Stifel Financial
Missouri
$10.1M +$2.64M +70,897 +36%
LPFG
29
Landing Point Financial Group
Ohio
$9.78M +$571K +15,298 +6%
Bank of America
30
Bank of America
North Carolina
$8.56M +$7.02M +188,307 +491%
GVAG
31
Great Valley Advisor Group
Delaware
$8.01M +$7.91M +211,946 New
MAG
32
Mayfair Advisory Group
Alabama
$7.9M +$2.12M +56,941 +38%
BFG
33
Berger Financial Group
Minnesota
$7.89M -$42.9K -1,149 -0.5%
SFA
34
Salus Financial Advisors
Colorado
$7.66M +$72.4K +1,942 +1%
AFP
35
Ausdal Financial Partners
Iowa
$7.17M +$7.08M +189,787 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$6.96M +$2.85M +76,534 +71%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$6.69M +$1.42M +38,199 +28%
ANBOT
38
American National Bank of Texas
Texas
$6.23M +$6.15M +164,803 New
MA
39
Mutual Advisors
Nebraska
$6.12M +$99K +2,655 +2%
MA
40
Modus Advisors
Minnesota
$5.96M +$980K +26,281 +20%
MIA
41
Milestone Investment Advisors
Wisconsin
$5.72M +$33K +886 +0.6%
FHC
42
First Heartland Consultants
Missouri
$5.57M +$1.22M +32,646 +28%
HIW
43
Holos Integrated Wealth
Pennsylvania
$5.46M -$388K -10,413 -7%
RIS
44
Retirement Income Solutions
Michigan
$5.42M +$167K +4,487 +3%
AI
45
Atria Investments
North Carolina
$5.21M -$1.48M -39,677 -22%
GRP
46
Global Retirement Partners
California
$5.18M +$84.7K +2,270 +2%
TI
47
tru Independence
Oregon
$4.74M +$1.16M +31,138 +33%
Mariner
48
Mariner
Kansas
$4.72M -$321K -8,607 -6%
CIA
49
Concurrent Investment Advisors
Florida
$4.55M +$2.5M +67,136 +126%
C
50
Croban
Ohio
$4.54M +$2.11M +56,575 +89%