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Fidelity Enhanced Small Cap ETF

118 hedge funds and large institutions have $1.26B invested in Fidelity Enhanced Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
+32
Holders Change %
+37.21%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
40
Increased
49
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
76
Concurrent Investment Advisors
Florida
$392K +$392K +12,260 New
FP
77
Financial Perspectives
Minnesota
$376K -$49.9K -1,560 -12%
SS
78
Sunbelt Securities
Texas
$372K +$2.27K +70 +0.6%
SWM
79
Spire Wealth Management
Virginia
$365K +$365K +11,415 New
FFG
80
Fortress Financial Group
Minnesota
$332K +$160 +5 +0%
SWGC
81
Summit Wealth Group (Colorado)
Colorado
$269K +$269K +8,418 New
WAM
82
Worth Asset Management
Texas
$256K +$256K +7,992 New
FTS
83
Fifth Third Securities
Ohio
$246K +$246K +7,687 New
BFA
84
Beacon Financial Advisory
Ohio
$243K +$243K +7,582 New
BFS
85
BridgePort Financial Solutions
Iowa
$240K +$240K +7,495 New
Morgan Stanley
86
Morgan Stanley
New York
$227K +$141K +4,403 +163%
Mariner
87
Mariner
Kansas
$224K -$2.05M -64,013 -90%
EFS
88
Essex Financial Services
Connecticut
$220K +$220K +6,880 New
CA
89
Clearstead Advisors
Ohio
$211K +$22.4K +700 +12%
KW
90
KWB Wealth
California
$210K +$210K +7,135 New
Bank of America
91
Bank of America
North Carolina
$198K +$178K +5,564 +897%
RFA
92
Register Financial Advisors
Georgia
$181K +$181K +5,650 New
Comerica Bank
93
Comerica Bank
Texas
$167K +$40.3K +1,259 +32%
AAS
94
Ameritas Advisory Services
Nebraska
$77.2K +$77.2K +2,413 New
UBS Group
95
UBS Group
Switzerland
$71.4K +$33.5K +1,048 +88%
CFB
96
Cullen/Frost Bankers
Texas
$55K +$55K +1,719 New
EWA
97
EverSource Wealth Advisors
Alabama
$38.5K +$32 +1 +0.1%
FFA
98
Farther Finance Advisors
California
$35.9K +$35.9K +1,123 New
CWA
99
Carolina Wealth Advisors
South Carolina
$30.9K +$30.9K +965 New
MCM
100
MAI Capital Management
Ohio
$26.3K