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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
CPG
126
Cornerstone Planning Group
New Jersey
$27.7K
AssetMark Inc
127
AssetMark Inc
California
$25.7K
CMP
128
Coston McIsaac & Partners
Maine
$23K
AF
129
Advisornet Financial
Minnesota
$21K
CWP
130
Concord Wealth Partners
Virginia
$20.9K
Russell Investments Group
131
Russell Investments Group
United Kingdom
$16.7K
LFG
132
Larson Financial Group
Missouri
$16.7K
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$14.9K
BWL
134
Bogart Wealth LLC
Virginia
$13.1K
SC
135
SouthState Corp
Florida
$12.2K
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$9.62K
HWM
137
HighMark Wealth Management
Minnesota
$6.95K
PFA
138
Pathway Financial Advisers
Indiana
$6.91K
CFG
139
CKW Financial Group
Hawaii
$4K
WSFS
140
Wilmington Savings Fund Society
Delaware
$3.36K
AWM
141
AE Wealth Management
Kansas
$1.18K
FDW
142
Fourth Dimension Wealth
Ohio
$731
CWM
143
Copia Wealth Management
Oregon
$292
Goldman Sachs
144
Goldman Sachs
New York
CWM
145
Cornerstone Wealth Management
Missouri
SPC
146
Sigma Planning Corp
Michigan
SWGC
147
Summit Wealth Group (Colorado)
Colorado
KWM
148
Kiker Wealth Management
Georgia
GIM
149
Glenmede Investment Management
Pennsylvania
TPWA
150
Twin Peaks Wealth Advisors
California