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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$410K
CIA
77
Concurrent Investment Advisors
Florida
$392K +$364K +12,260 New
FP
78
Financial Perspectives
Minnesota
$376K -$46.4K -1,560 -12%
SS
79
Sunbelt Securities
Texas
$372K +$2.08K +70 +0.6%
SWM
80
Spire Wealth Management
Virginia
$365K +$339K +11,415 New
FFG
81
Fortress Financial Group
Minnesota
$332K +$149 +5 +0%
SWGC
82
Summit Wealth Group (Colorado)
Colorado
$269K +$250K +8,418 New
WAM
83
Worth Asset Management
Texas
$256K +$238K +7,992 New
FTS
84
Fifth Third Securities
Ohio
$246K +$228K +7,687 New
BFA
85
Beacon Financial Advisory
Ohio
$243K +$225K +7,582 New
BFS
86
BridgePort Financial Solutions
Iowa
$240K +$223K +7,495 New
Morgan Stanley
87
Morgan Stanley
New York
$227K +$131K +4,403 +163%
Mariner
88
Mariner
Kansas
$224K -$1.9M -64,013 -90%
EFS
89
Essex Financial Services
Connecticut
$220K +$204K +6,880 New
CA
90
Clearstead Advisors
Ohio
$211K +$20.8K +700 +12%
KW
91
KWB Wealth
California
$210K +$212K +7,135 New
Bank of America
92
Bank of America
North Carolina
$198K +$165K +5,564 +897%
RFA
93
Register Financial Advisors
Georgia
$181K +$168K +5,650 New
Comerica Bank
94
Comerica Bank
Texas
$167K +$37.4K +1,259 +32%
AAS
95
Ameritas Advisory Services
Nebraska
$77.2K +$71.7K +2,413 New
UBS Group
96
UBS Group
Switzerland
$71.4K +$31.1K +1,048 +88%
CFB
97
Cullen/Frost Bankers
Texas
$55K +$51.1K +1,719 New
EWA
98
EverSource Wealth Advisors
Alabama
$38.5K +$30 +1 +0.1%
FFA
99
Farther Finance Advisors
California
$35.9K +$33.4K +1,123 New
CWA
100
Carolina Wealth Advisors
South Carolina
$30.9K +$28.7K +965 New

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.