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Fidelity Enhanced Small Cap ETF

145 hedge funds and large institutions have $1.75B invested in Fidelity Enhanced Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
76
Principal Securities
Iowa
$823K
SS
77
Sunbelt Securities
Texas
$799K
EFH
78
Eaton Financial Holdings
Florida
$772K
FFA
79
Farther Finance Advisors
California
$757K
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$740K
HighTower Advisors
81
HighTower Advisors
Illinois
$714K
FHA
82
Flagship Harbor Advisors
Massachusetts
$706K
P
83
&Partners
Tennessee
$678K
NFG
84
Nations Financial Group
Iowa
$672K
OFG
85
OmniStar Financial Group
North Carolina
$667K
AIP
86
Ameritas Investment Partners
Nebraska
$640K
MCM
87
McRae Capital Management
New Jersey
$618K
LA
88
Lynch & Associates
Indiana
$594K
KWS
89
Keystone Wealth Services
California
$585K
GS
90
GWN Securities
Florida
$570K
UBS Group
91
UBS Group
Switzerland
$514K
PTC
92
Private Trust Company
Ohio
$487K
MWP
93
Madison Wealth Partners
Wisconsin
$476K
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$460K
SWM
95
Spire Wealth Management
Virginia
$439K
FP
96
Financial Perspectives
Minnesota
$437K
TPCW
97
TD Private Client Wealth
New York
$423K
KPWS
98
Kestra Private Wealth Services
Texas
$388K
FFG
99
Fortress Financial Group
Minnesota
$380K
WAM
100
Worth Asset Management
Texas
$368K