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Fidelity Enhanced Small Cap Core ETF

86 hedge funds and large institutions have $1.1B invested in Fidelity Enhanced Small Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

330% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 10

93% more capital invested

Capital invested by funds: $569M → $1.1B (+$529M)

34% more funds holding

Funds holding: 6486 (+22)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12.11% more ownership

Funds ownership: 53.77%65.88% (+12%)

Holders
86
Holders Change
+22
Holders Change %
+34.38%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
43
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
GWN Securities
Florida
$473K +$514K +16,050 New
LA
52
Lynch & Associates
Indiana
$442K +$480K +14,997 New
FP
53
Financial Perspectives
Minnesota
$393K +$46.8K +1,461 +12%
HighTower Advisors
54
HighTower Advisors
Illinois
$380K -$38.2K -1,193 -8%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$377K
MWP
56
Madison Wealth Partners
Wisconsin
$362K +$26K +812 +7%
WWA
57
WCG Wealth Advisors
Nevada
$341K +$371K +11,565 New
SS
58
Sunbelt Securities
Texas
$337K -$2.24K -70 -0.6%
FFG
59
Fortress Financial Group
Minnesota
$305K +$332K +10,362 New
USCWA
60
U.S. Capital Wealth Advisors
Texas
$290K +$315K +9,835 New
CWA
61
Canvas Wealth Advisors
Kansas
$246K +$286K +8,938 New
SI
62
Stephens Inc
Arkansas
$222K +$241K +7,525 New
CA
63
Clearstead Advisors
Ohio
$174K
PTC
64
Private Trust Company
Ohio
$144K +$85.6K +2,673 +122%
Wells Fargo
65
Wells Fargo
California
$129K +$113K +3,513 +411%
Comerica Bank
66
Comerica Bank
Texas
$117K -$14.3K -446 -10%
Morgan Stanley
67
Morgan Stanley
New York
$79.8K +$21.6K +675 +33%
AF
68
Advisornet Financial
Minnesota
$65.2K
PS
69
Principal Securities
Iowa
$52.6K
EWA
70
EverSource Wealth Advisors
Alabama
$35.5K +$192 +6 +0.5%
UBS Group
71
UBS Group
Switzerland
$34.9K +$25.5K +795 +204%
MCM
72
MAI Capital Management
Ohio
$24.2K
LFG
73
Larson Financial Group
Missouri
$21.6K +$64 +2 +0.3%
Bank of America
74
Bank of America
North Carolina
$18.3K +$19.9K +620 New
KWM
75
Kiker Wealth Management
Georgia
$18.2K +$19.8K +619 New

FESM Hedge Fund Activity: Q1 2025 in Review

86 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q1 2025, worth a combined $1.1B — up 93% from $569M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FESM positions and 3 closed out — a net gain of 22 holders — while 43 added to existing stakes and 10 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $485M. The largest seller was Eaton Financial Holdings, cutting an estimated $5.09M.

  • 86 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q1 2025, up from 64 in Q4 2024.
  • Funds reported $1.1B of Fidelity Enhanced Small Cap Core ETF stock for Q1 2025, up 93% quarter-over-quarter.
  • 25 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q1 2025 and 3 closed out, a net change of +22 holders.
  • The largest Fidelity Enhanced Small Cap Core ETF buyer in Q1 2025 was Fidelity Investments, an estimated $485M added.
  • The largest Fidelity Enhanced Small Cap Core ETF seller in Q1 2025 was Eaton Financial Holdings, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2025.