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Fidelity Enhanced Small Cap Core ETF

119 hedge funds and large institutions have $1.28B invested in Fidelity Enhanced Small Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 7

168% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 19

38% more funds holding

Funds holding: 86119 (+33)

16% more capital invested

Capital invested by funds: $1.1B → $1.28B (+$181M)

2.21% more ownership

Funds ownership: 65.88%68.09% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
119
Holders Change
+33
Holders Change %
+38.37%
% of All Funds
1.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
51
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MAI Capital Management
Ohio
$26.3K
AssetMark Inc
102
AssetMark Inc
California
$22.5K +$20.9K +702 New
KWM
103
Kiker Wealth Management
Georgia
$19.8K
CWP
104
Concord Wealth Partners
Virginia
$18.6K
AF
105
Advisornet Financial
Minnesota
$18.3K -$48.7K -1,640 -74%
LFG
106
Larson Financial Group
Missouri
$17.4K -$5.62K -189 -26%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$14.7K +$13.6K +458 New
CPG
108
Cornerstone Planning Group
New Jersey
$14.6K
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$13K +$1.78K +60 +17%
BWL
110
Bogart Wealth LLC
Virginia
$11.5K +$59 +2 +0.6%
AWM
111
AE Wealth Management
Kansas
$9.61K +$8.89K +299 +29,900%
GIM
112
Glenmede Investment Management
Pennsylvania
$8.7K +$8.09K +272 New
HWM
113
HighMark Wealth Management
Minnesota
$6.07K
CFG
114
CKW Financial Group
Hawaii
$3K
WSFS
115
Wilmington Savings Fund Society
Delaware
$2.94K
JP Morgan Chase
116
JP Morgan Chase
New York
$1.62K +$1.49K +50 New
TPWA
117
Twin Peaks Wealth Advisors
California
$785 +$684 +23 New
FDW
118
Fourth Dimension Wealth
Ohio
$640
CWM
119
Copia Wealth Management
Oregon
$256 +$238 +8 New
AF
120
Allworth Financial
California
$2
FTUS
121
Flow Traders U.S.
New York
-$13.5M -458,998 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

FESM Hedge Fund Activity: Q2 2025 in Review

119 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q2 2025, worth a combined $1.28B — up 16% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FESM positions and 7 closed out — a net gain of 33 holders — while 51 added to existing stakes and 19 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $21.3M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $13.5M sold.

  • 119 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q2 2025, up from 86 in Q1 2025.
  • Funds reported $1.28B of Fidelity Enhanced Small Cap Core ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 40 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q2 2025 and 7 closed out, a net change of +33 holders.
  • The largest Fidelity Enhanced Small Cap Core ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $21.3M added.
  • The largest Fidelity Enhanced Small Cap Core ETF seller in Q2 2025 was Flow Traders U.S., an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.