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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
IAA
76
Independent Advisor Alliance
North Carolina
$2.68M +$2.78M +70,647 New
SIA
77
Soltis Investment Advisors
Utah
$2.62M +$2.31M +58,726 +579%
SPIA
78
Steward Partners Investment Advisory
New York
$2.6M -$50.9K -1,292 -2%
CC
79
Clearwave Capital
California
$2.6M +$274K +6,966 +11%
FFA
80
Farther Finance Advisors
California
$2.59M +$645K +16,378 +32%
SAM
81
Smartleaf Asset Management
Massachusetts
$2.46M +$2.64M +66,996 New
GFA
82
Gallagher Fiduciary Advisors
Illinois
$2.43M +$240K +6,106 +11%
GCA
83
Greenwood Capital Associates
South Carolina
$2.42M +$259K +6,586 +12%
PA
84
PFG Advisors
Arizona
$2.21M +$230K +5,843 +11%
BCG
85
Breakwater Capital Group
New Jersey
$2.18M +$1.21M +30,723 +115%
VA
86
Valmark Advisers
Ohio
$2.16M +$1.07M +27,131 +91%
IWC
87
Integrated Wealth Concepts
Massachusetts
$2.15M +$1.84M +46,819 +478%
PAS
88
PKS Advisory Services
New York
$2.13M -$69.2K -1,759 -3%
IAG
89
Investmark Advisory Group
Connecticut
$2.12M +$143K +3,644 +7%
PWM
90
Penobscot Wealth Management
Maine
$2.07M +$2.15M +54,530 New
HIS
91
Horizon Investment Services
Indiana
$1.94M +$159K +4,041 +9%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$1.92M +$1.99M +50,536 New
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$1.82M +$1.37M +34,738 +266%
KPWS
94
Kestra Private Wealth Services
Texas
$1.75M +$543K +13,799 +43%
EMAM
95
Encompass More Asset Management
California
$1.73M +$1.8M +45,651 New
PFA
96
Petra Financial Advisors
Colorado
$1.67M +$537K +13,640 +45%
HI
97
Harbour Investments
Wisconsin
$1.53M +$176K +4,477 +13%
MFG
98
Merit Financial Group
Georgia
$1.5M +$947K +24,071 +155%
SFS
99
Sowell Financial Services
Arkansas
$1.5M +$281K +7,150 +22%
PWC
100
Pathfinder Wealth Consulting
North Carolina
$1.46M -$15.1K -383 -1%