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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
RIS
51
Retirement Income Solutions
Michigan
$5.7M +$259K +6,578 +5%
EH
52
Equitable Holdings
New York
$5.48M +$1.08M +27,523 +23%
RWPA
53
Richard W. Paul & Associates
Michigan
$5.4M +$5.59M +142,132 New
Mariner
54
Mariner
Kansas
$5.32M +$594K +15,085 +12%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$5.29M +$1.14M +28,858 +26%
FHC
56
First Heartland Consultants
Missouri
$5.23M -$388K -9,863 -7%
AI
57
Atria Investments
North Carolina
$5.14M -$103K -2,621 -2%
TI
58
tru Independence
Oregon
$4.99M +$228K +5,791 +5%
C
59
Croban
Ohio
$4.94M +$386K +9,803 +8%
CIA
60
Concurrent Investment Advisors
Florida
$4.94M +$375K +9,526 +8%
TPCW
61
TD Private Client Wealth
New York
$4.87M +$1.51M +38,436 +43%
IWP
62
IAG Wealth Partners
Wisconsin
$4.61M +$1.05M +26,698 +28%
PAG
63
Private Advisor Group
New Jersey
$4.6M +$226K +5,749 +5%
MW
64
Marble Wealth
Alabama
$4.55M +$4.71M +119,627 New
ICMM
65
Integrated Capital Management (Michigan)
Michigan
$4.46M +$4.62M +117,289 New
AIA
66
Armor Investment Advisors
North Carolina
$4.22M +$4.37M +111,093 New
KFP
67
KMG Fiduciary Partners
Ohio
$4.21M +$4.36M +110,681 New
CWA
68
Carolina Wealth Advisors
South Carolina
$4.16M +$1.19M +30,184 +38%
NA
69
NewEdge Advisors
Louisiana
$4.03M +$253K +6,440 +6%
FFA
70
Founders Financial Alliance
North Carolina
$4M +$126K +3,196 +3%
LCC
71
Lincoln Capital Corp
Rhode Island
$3.94M +$550K +13,978 +16%
FWM
72
FMA Wealth Management
Massachusetts
$3.34M +$2.13K +54 +0.1%
P
73
&Partners
Tennessee
$3.05M +$881K +22,393 +39%
IAS
74
Investment Advisory Services
Texas
$3M +$1.17M +29,840 +61%
T
75
Tableaux
Massachusetts
$2.86M +$523K +13,300 +21%