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Fidelity Enhanced Small Cap Core ETF

183 hedge funds and large institutions have $2.59B invested in Fidelity Enhanced Small Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 9

376% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 21

48% more capital invested

Capital invested by funds: $1.75B → $2.59B (+$841M)

26% more funds holding

Funds holding: 145183 (+38)

7.45% more ownership

Funds ownership: 72.1%79.55% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
183
Holders Change
+38
Holders Change %
+26.21%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
100
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Nations Financial Group
Iowa
$830K +$134K +3,589 +20%
EFH
102
Eaton Financial Holdings
Florida
$819K +$20.7K +554 +3%
LA
103
Lynch & Associates
Indiana
$814K +$197K +5,289 +33%
ACA
104
Aptus Capital Advisors
Alabama
$813K +$803K +21,521 New
GS
105
GWN Securities
Florida
$755K +$163K +4,379 +28%
SWM
106
Spire Wealth Management
Virginia
$731K +$274K +7,351 +61%
GS
107
GTS Securities
New York
$697K +$689K +18,459 New
AIP
108
Ameritas Investment Partners
Nebraska
$670K +$8.36K +224 +1%
BFA
109
Beacon Financial Advisory
Ohio
$663K +$287K +7,697 +78%
MCM
110
McRae Capital Management
New Jersey
$632K -$6.75K -181 -1%
LWM
111
LongView Wealth Management
Georgia
$629K +$590K +15,819 New
RW
112
REDW Wealth
New Mexico
$596K +$370K +9,927 +170%
MFG
113
Merit Financial Group
Georgia
$587K +$369K +9,893 +176%
CFM
114
Cornerstone Financial Management
Massachusetts
$553K +$546K +14,630 New
KWS
115
Keystone Wealth Services
California
$550K -$53K -1,421 -9%
KCA
116
Kastel Capital Advisors
Massachusetts
$544K +$538K +14,412 New
PTC
117
Private Trust Company
Ohio
$542K +$38.5K +1,033 +8%
WIA
118
World Investment Advisors
California
$532K +$526K +14,091 New
MWP
119
Madison Wealth Partners
Wisconsin
$510K +$18.6K +498 +4%
OFG
120
OmniStar Financial Group
North Carolina
$508K -$179K -4,804 -26%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$494K +$18.6K +499 +4%
BFS
122
BridgePort Financial Solutions
Iowa
$480K +$175K +4,681 +58%
FP
123
Financial Perspectives
Minnesota
$457K +$5.37K +144 +1%
BWA
124
Beam Wealth Advisors
Louisiana
$423K +$418K +11,207 New
Truist Financial
125
Truist Financial
North Carolina
$418K +$178K +4,776 +76%