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Fidelity Enhanced Small Cap ETF

183 hedge funds and large institutions have $2.59B invested in Fidelity Enhanced Small Cap ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
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
NFG
101
Nations Financial Group
Iowa
$830K
EFH
102
Eaton Financial Holdings
Florida
$819K
LA
103
Lynch & Associates
Indiana
$814K
ACA
104
Aptus Capital Advisors
Alabama
$813K
GS
105
GWN Securities
Florida
$755K
SWM
106
Spire Wealth Management
Virginia
$731K
GS
107
GTS Securities
New York
$697K
AIP
108
Ameritas Investment Partners
Nebraska
$670K
BFA
109
Beacon Financial Advisory
Ohio
$663K
MCM
110
McRae Capital Management
New Jersey
$632K
LWM
111
LongView Wealth Management
Georgia
$629K
RW
112
REDW Wealth
New Mexico
$596K
MFG
113
Merit Financial Group
Georgia
$587K
CFM
114
Cornerstone Financial Management
Massachusetts
$553K
KWS
115
Keystone Wealth Services
California
$550K
KCA
116
Kastel Capital Advisors
Massachusetts
$544K
PTC
117
Private Trust Company
Ohio
$542K
WIA
118
World Investment Advisors
California
$532K
MWP
119
Madison Wealth Partners
Wisconsin
$510K
OFG
120
OmniStar Financial Group
North Carolina
$508K
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$494K
BFS
122
BridgePort Financial Solutions
Iowa
$480K
FP
123
Financial Perspectives
Minnesota
$457K
BWA
124
Beam Wealth Advisors
Louisiana
$423K
Truist Financial
125
Truist Financial
North Carolina
$418K