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Fidelity Enhanced Small Cap ETF

145 hedge funds and large institutions have $1.75B invested in Fidelity Enhanced Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
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
BFA
101
Beacon Financial Advisory
Ohio
$360K
KW
102
KWB Wealth
California
$308K
Comerica Bank
103
Comerica Bank
Texas
$298K
BFS
104
BridgePort Financial Solutions
Iowa
$293K
FTS
105
Fifth Third Securities
Ohio
$281K
EFS
106
Essex Financial Services
Connecticut
$252K
SI
107
Stephens Inc
Arkansas
$249K
PI
108
PFG Investments
New York
$248K
RFA
109
Register Financial Advisors
Georgia
$247K
MCA
110
Magnolia Capital Advisors
Mississippi
$244K
Truist Financial
111
Truist Financial
North Carolina
$230K
CAL
112
Capital Analysts LLC
Pennsylvania
$230K
CFB
113
Cullen/Frost Bankers
Texas
$224K
RW
114
REDW Wealth
New Mexico
$214K
JGUA
115
John G. Ullman & Associates
New York
$214K
BCWM
116
Ball & Co Wealth Management
Tennessee
$212K
MFG
117
Merit Financial Group
Georgia
$206K
ATI
118
ARK & TLK Investments
Oklahoma
$205K
SAG
119
SageView Advisory Group
California
$201K
JP Morgan Chase
120
JP Morgan Chase
New York
$170K
ASN
121
Advisory Services Network
Georgia
$155K
CA
122
Clearstead Advisors
Ohio
$140K
HAP
123
Harbor Asset Planning
Massachusetts
$60.5K
AAS
124
Ameritas Advisory Services
Nebraska
$56.7K
EWA
125
EverSource Wealth Advisors
Alabama
$44.1K