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Fidelity Enhanced Small Cap ETF

118 hedge funds and large institutions have $1.26B invested in Fidelity Enhanced Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
+32
Holders Change %
+37.21%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
40
Increased
49
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
101
AssetMark Inc
California
$22.5K +$22.5K +702 New
KWM
102
Kiker Wealth Management
Georgia
$19.8K
CWP
103
Concord Wealth Partners
Virginia
$18.6K
AF
104
Advisornet Financial
Minnesota
$18.3K -$52.5K -1,640 -74%
LFG
105
Larson Financial Group
Missouri
$17.4K -$6.05K -189 -26%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$14.7K +$14.7K +458 New
CPG
107
Cornerstone Planning Group
New Jersey
$14.6K
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$13K +$1.92K +60 +17%
BWL
109
Bogart Wealth LLC
Virginia
$11.5K +$64 +2 +0.6%
AWM
110
AE Wealth Management
Kansas
$9.61K +$9.58K +299 +29,900%
GIM
111
Glenmede Investment Management
Pennsylvania
$8.7K +$8.7K +272 New
HWM
112
HighMark Wealth Management
Minnesota
$6.07K
CFG
113
CKW Financial Group
Hawaii
$3K
WSFS
114
Wilmington Savings Fund Society
Delaware
$2.94K
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$1.62K +$1.62K +50 New
TPWA
116
Twin Peaks Wealth Advisors
California
$785 +$785 +23 New
FDW
117
Fourth Dimension Wealth
Ohio
$640
CWM
118
Copia Wealth Management
Oregon
$256 +$256 +8 New
AF
119
Allworth Financial
California
$2
FTUS
120
Flow Traders U.S.
New York
-$13.5M -458,998 Closed
SIAS
121
Summit Investment Advisory Services
Minnesota
-$8.67M -294,200 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-$1.25M -42,522 Closed
WWA
123
WCG Wealth Advisors
Nevada
-$341K -11,565 Closed
USCWA
124
U.S. Capital Wealth Advisors
Texas
-$290K -9,835 Closed
SI
125
Stephens Inc
Arkansas
-$222K -7,525 Closed