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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
KW
101
KWB Wealth
California
$308K
Comerica Bank
102
Comerica Bank
Texas
$298K
BFS
103
BridgePort Financial Solutions
Iowa
$293K
FTS
104
Fifth Third Securities
Ohio
$281K
EFS
105
Essex Financial Services
Connecticut
$252K
SI
106
Stephens Inc
Arkansas
$249K
PI
107
PFG Investments
New York
$248K
RFA
108
Register Financial Advisors
Georgia
$247K
MCA
109
Magnolia Capital Advisors
Mississippi
$244K
Truist Financial
110
Truist Financial
North Carolina
$230K
CAL
111
Capital Analysts LLC
Pennsylvania
$230K
CFB
112
Cullen/Frost Bankers
Texas
$224K
RW
113
REDW Wealth
New Mexico
$214K
JGUA
114
John G. Ullman & Associates
New York
$214K
BCWM
115
Ball & Co Wealth Management
Tennessee
$212K
MFG
116
Merit Financial Group
Georgia
$206K
ATI
117
ARK & TLK Investments
Oklahoma
$205K
SAG
118
SageView Advisory Group
California
$201K
JP Morgan Chase
119
JP Morgan Chase
New York
$170K
ASN
120
Advisory Services Network
Georgia
$155K
CA
121
Clearstead Advisors
Ohio
$140K
HAP
122
Harbor Asset Planning
Massachusetts
$60.5K
AAS
123
Ameritas Advisory Services
Nebraska
$56.7K
EWA
124
EverSource Wealth Advisors
Alabama
$44.1K
MCM
125
MAI Capital Management
Ohio
$30K