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Fidelity Enhanced Small Cap ETF

118 hedge funds and large institutions have $1.26B invested in Fidelity Enhanced Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
+32
Holders Change %
+37.21%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
40
Increased
49
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
51
Investment Advisory Services
Texas
$941K +$941K +29,409 New
VA
52
Valmark Advisers
Ohio
$900K +$900K +28,138 New
BW
53
Balance Wealth
Ohio
$899K +$355K +11,094 +65%
PA
54
PFG Advisors
Arizona
$722K +$181K +5,662 +34%
PS
55
Principal Securities
Iowa
$692K +$640K +19,996 +1,229%
CL
56
CLG LLC
California
$681K +$681K +21,287 New
EFH
57
Eaton Financial Holdings
Florida
$645K -$1.39M -43,349 -68%
CWA
58
Canvas Wealth Advisors
Kansas
$622K +$326K +9,825 +110%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$613K +$613K +18,612 New
IA
60
IFG Advisory
Georgia
$601K +$601K +18,790 New
FHA
61
Flagship Harbor Advisors
Massachusetts
$565K +$34.3K +1,073 +6%
OFG
62
OmniStar Financial Group
North Carolina
$551K +$10K +313 +2%
KWS
63
Keystone Wealth Services
California
$550K -$3.33K -104 -0.6%
AIP
64
Ameritas Investment Partners
Nebraska
$532K +$15.5K +485 +3%
HighTower Advisors
65
HighTower Advisors
Illinois
$526K +$114K +3,570 +28%
SFS
66
Sowell Financial Services
Arkansas
$524K +$524K +16,371 New
TI
67
tru Independence
Oregon
$523K +$523K +16,362 New
SPC
68
Sigma Planning Corp
Michigan
$520K +$520K +16,247 New
MCM
69
McRae Capital Management
New Jersey
$515K +$515K +16,095 New
LA
70
Lynch & Associates
Indiana
$496K +$16.2K +507 +3%
MWP
71
Madison Wealth Partners
Wisconsin
$483K +$89.7K +2,805 +23%
GS
72
GWN Securities
Florida
$482K -$31.1K -971 -6%
EH
73
Equitable Holdings
New York
$461K +$461K +14,423 New
PTC
74
Private Trust Company
Ohio
$426K +$270K +8,441 +173%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$410K