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Fidelity Enhanced Small Cap Core ETF

119 hedge funds and large institutions have $1.28B invested in Fidelity Enhanced Small Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 7

168% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 19

38% more funds holding

Funds holding: 86119 (+33)

16% more capital invested

Capital invested by funds: $1.1B → $1.28B (+$181M)

2.21% more ownership

Funds ownership: 65.88%68.09% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
119
Holders Change
+33
Holders Change %
+38.37%
% of All Funds
1.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
51
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Convergence Financial
Missouri
$1.11M +$307K +10,315 +42%
IAS
52
Investment Advisory Services
Texas
$941K +$874K +29,409 New
VA
53
Valmark Advisers
Ohio
$900K +$836K +28,138 New
BW
54
Balance Wealth
Ohio
$899K +$330K +11,094 +65%
PA
55
PFG Advisors
Arizona
$722K +$168K +5,662 +34%
PS
56
Principal Securities
Iowa
$692K +$594K +19,996 +1,229%
CL
57
CLG LLC
California
$681K +$633K +21,287 New
EFH
58
Eaton Financial Holdings
Florida
$645K -$1.29M -43,349 -68%
CWA
59
Canvas Wealth Advisors
Kansas
$622K +$292K +9,825 +110%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$613K +$553K +18,612 New
IA
61
IFG Advisory
Georgia
$601K +$558K +18,790 New
FHA
62
Flagship Harbor Advisors
Massachusetts
$565K +$31.9K +1,073 +6%
OFG
63
OmniStar Financial Group
North Carolina
$551K +$9.3K +313 +2%
KWS
64
Keystone Wealth Services
California
$550K -$3.09K -104 -0.6%
AIP
65
Ameritas Investment Partners
Nebraska
$532K +$14.4K +485 +3%
HighTower Advisors
66
HighTower Advisors
Illinois
$526K +$106K +3,570 +28%
SFS
67
Sowell Financial Services
Arkansas
$524K +$487K +16,371 New
TI
68
tru Independence
Oregon
$523K +$486K +16,362 New
SPC
69
Sigma Planning Corp
Michigan
$520K +$483K +16,247 New
MCM
70
McRae Capital Management
New Jersey
$515K +$478K +16,095 New
LA
71
Lynch & Associates
Indiana
$496K +$15.1K +507 +3%
MWP
72
Madison Wealth Partners
Wisconsin
$483K +$83.4K +2,805 +23%
GS
73
GWN Securities
Florida
$482K -$28.9K -971 -6%
EH
74
Equitable Holdings
New York
$461K +$429K +14,423 New
PTC
75
Private Trust Company
Ohio
$426K +$251K +8,441 +173%

FESM Hedge Fund Activity: Q2 2025 in Review

119 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q2 2025, worth a combined $1.28B — up 16% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FESM positions and 7 closed out — a net gain of 33 holders — while 51 added to existing stakes and 19 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $21.3M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $13.5M sold.

  • 119 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q2 2025, up from 86 in Q1 2025.
  • Funds reported $1.28B of Fidelity Enhanced Small Cap Core ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 40 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q2 2025 and 7 closed out, a net change of +33 holders.
  • The largest Fidelity Enhanced Small Cap Core ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $21.3M added.
  • The largest Fidelity Enhanced Small Cap Core ETF seller in Q2 2025 was Flow Traders U.S., an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.