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Fidelity Enhanced Small Cap ETF

143 hedge funds and large institutions have $1.74B invested in Fidelity Enhanced Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
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
SS
76
Sunbelt Securities
Texas
$799K
EFH
77
Eaton Financial Holdings
Florida
$772K
FFA
78
Farther Finance Advisors
California
$757K
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$740K
HighTower Advisors
80
HighTower Advisors
Illinois
$714K
FHA
81
Flagship Harbor Advisors
Massachusetts
$706K
P
82
&Partners
Tennessee
$678K
NFG
83
Nations Financial Group
Iowa
$672K
OFG
84
OmniStar Financial Group
North Carolina
$667K
AIP
85
Ameritas Investment Partners
Nebraska
$640K
MCM
86
McRae Capital Management
New Jersey
$618K
LA
87
Lynch & Associates
Indiana
$594K
KWS
88
Keystone Wealth Services
California
$585K
GS
89
GWN Securities
Florida
$570K
UBS Group
90
UBS Group
Switzerland
$514K
PTC
91
Private Trust Company
Ohio
$487K
MWP
92
Madison Wealth Partners
Wisconsin
$476K
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$460K
SWM
94
Spire Wealth Management
Virginia
$439K
FP
95
Financial Perspectives
Minnesota
$437K
TPCW
96
TD Private Client Wealth
New York
$423K
KPWS
97
Kestra Private Wealth Services
Texas
$388K
FFG
98
Fortress Financial Group
Minnesota
$380K
WAM
99
Worth Asset Management
Texas
$368K
BFA
100
Beacon Financial Advisory
Ohio
$360K