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Fidelity Enhanced Small Cap ETF
FESM

Overview Fund Activity

86 hedge funds and large institutions have $1.1B invested in Fidelity Enhanced Small Cap 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
Holders
86
Holders Change
+22
Holders Change %
+34.38%
% of All Funds
1.17%
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
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$446M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$16.6M
3
LPL Financial
LPL Financial
California
+$15.1M
4
FTUS
Flow Traders U.S.
New York
+$13.5M
5
LHC
Little House Capital
Massachusetts
+$10.6M

Top Sellers

1
EFH
Eaton Financial Holdings
Florida
-$4.68M
2
Mariner
Mariner
Kansas
-$2.59M
3
GP
Geneva Partners
Wisconsin
-$671K
4
Goldman Sachs
Goldman Sachs
New York
-$316K
5
Stifel Financial
Stifel Financial
Missouri
-$177K
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
51
GWN Securities
Florida
$473K +$473K +16,050 New
LA
52
Lynch & Associates
Indiana
$442K +$442K +14,997 New
FP
53
Financial Perspectives
Minnesota
$393K +$43.1K +1,461 +12%
HighTower Advisors
54
HighTower Advisors
Illinois
$380K -$35.2K -1,193 -8%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$377K – – –
MWP
56
Madison Wealth Partners
Wisconsin
$362K +$23.9K +812 +7%
WWA
57
WCG Wealth Advisors
Nevada
$341K +$341K +11,565 New
SS
58
Sunbelt Securities
Texas
$337K -$2.06K -70 -0.6%
FFG
59
Fortress Financial Group
Minnesota
$305K +$305K +10,362 New
USCWA
60
U.S. Capital Wealth Advisors
Texas
$290K +$290K +9,835 New
CWA
61
Canvas Wealth Advisors
Kansas
$246K +$246K +8,938 New
SI
62
Stephens Inc
Arkansas
$222K +$222K +7,525 New
CA
63
Clearstead Advisors
Ohio
$174K – – –
PTC
64
Private Trust Company
Ohio
$144K +$78.8K +2,673 +122%
Wells Fargo
65
Wells Fargo
California
$129K +$104K +3,513 +411%
Comerica Bank
66
Comerica Bank
Texas
$117K -$13.1K -446 -10%
Morgan Stanley
67
Morgan Stanley
New York
$79.8K +$19.9K +675 +33%
AF
68
Advisornet Financial
Minnesota
$65.2K – – –
PS
69
Principal Securities
Iowa
$52.6K – – –
EWA
70
EverSource Wealth Advisors
Alabama
$35.5K +$177 +6 +0.5%
UBS Group
71
UBS Group
Switzerland
$34.9K +$23.4K +795 +204%
MCM
72
MAI Capital Management
Ohio
$24.2K – – –
LFG
73
Larson Financial Group
Missouri
$21.6K +$59 +2 +0.3%
Bank of America
74
Bank of America
North Carolina
$18.3K +$18.3K +620 New
KWM
75
Kiker Wealth Management
Georgia
$18.2K +$18.2K +619 New
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