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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.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
AssetMark Inc
101
AssetMark Inc
California
$22.5K
KWM
102
Kiker Wealth Management
Georgia
$19.8K
CWP
103
Concord Wealth Partners
Virginia
$18.6K
AF
104
Advisornet Financial
Minnesota
$18.3K
LFG
105
Larson Financial Group
Missouri
$17.4K
Russell Investments Group
106
Russell Investments Group
United Kingdom
$14.7K
CPG
107
Cornerstone Planning Group
New Jersey
$14.6K
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$13K
BWL
109
Bogart Wealth LLC
Virginia
$11.5K
AWM
110
AE Wealth Management
Kansas
$9.61K
GIM
111
Glenmede Investment Management
Pennsylvania
$8.7K
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
TPWA
116
Twin Peaks Wealth Advisors
California
$785
FDW
117
Fourth Dimension Wealth
Ohio
$640
CWM
118
Copia Wealth Management
Oregon
$256
AF
119
Allworth Financial
California
$2
FTUS
120
Flow Traders U.S.
New York
SIAS
121
Summit Investment Advisory Services
Minnesota
Citadel Advisors
122
Citadel Advisors
Florida
WWA
123
WCG Wealth Advisors
Nevada
USCWA
124
U.S. Capital Wealth Advisors
Texas
SI
125
Stephens Inc
Arkansas