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Fidelity Enhanced Small Cap Core ETF

208 hedge funds and large institutions have $3.31B invested in Fidelity Enhanced Small Cap Core ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 33

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more capital invested

Capital invested by funds: $2.59B → $3.31B (+$720M)

14% more funds holding

Funds holding: 183208 (+25)

1.77% more ownership

Funds ownership: 79.55%81.33% (+1.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
208
Holders Change
+25
Holders Change %
+13.66%
% of All Funds
2.56%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
45
Increased
116
Reduced
33
Closed
16
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$27.1M +$10.2M +260,127 +58%
KWM
27
KFG Wealth Management
Indiana
$16.3M +$16.9M +429,616 New
SMM
28
Stadion Money Management
Georgia
$15.7M +$16.2M +412,569 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$14.3M +$7.6M +193,003 +105%
PI
30
Parkside Investments
Illinois
$13.7M +$2.34M +59,345 +20%
Stifel Financial
31
Stifel Financial
Missouri
$13.6M +$3.53M +89,626 +34%
LHC
32
Little House Capital
Massachusetts
$12.6M -$898K -22,805 -6%
HAG
33
HighPoint Advisor Group
Illinois
$12.4M +$12.9M +326,752 New
SIAS
34
Summit Investment Advisory Services
Minnesota
$12.2M -$273K -6,948 -2%
BFG
35
Berger Financial Group
Minnesota
$11.9M +$4.15M +105,492 +50%
DC
36
Dahring Cusmano
Michigan
$11.7M +$1.52M +38,537 +14%
MAG
37
Mayfair Advisory Group
Alabama
$10.7M +$2.9M +73,564 +35%
LPFG
38
Landing Point Financial Group
Ohio
$10.2M +$408K +10,377 +4%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$9.01M +$2.36M +60,085 +34%
GVAG
40
Great Valley Advisor Group
Delaware
$8.92M +$896K +22,754 +11%
MA
41
Mutual Advisors
Nebraska
$8.06M +$1.98M +50,181 +31%
AFP
42
Ausdal Financial Partners
Iowa
$7.97M +$784K +19,907 +10%
SFA
43
Salus Financial Advisors
Colorado
$7.54M -$178K -4,533 -2%
MA
44
Modus Advisors
Minnesota
$6.69M +$725K +18,412 +12%
RA
45
Riversedge Advisors
Delaware
$6.43M +$6.66M +169,186 New
HIW
46
Holos Integrated Wealth
Pennsylvania
$6.11M +$536K +13,621 +9%
ANBOT
47
American National Bank of Texas
Texas
$6.1M -$172K -4,378 -3%
MIA
48
Milestone Investment Advisors
Wisconsin
$6.07M +$330K +8,383 +6%
UBS Group
49
UBS Group
Switzerland
$5.85M +$4.04M +102,693 +200%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$5.77M +$5.96M +151,449 +57,585%