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Fidelity Enhanced Small Cap ETF

145 hedge funds and large institutions have $1.75B invested in Fidelity Enhanced Small Cap ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 81 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
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
MCM
126
MAI Capital Management
Ohio
$30K
CPG
127
Cornerstone Planning Group
New Jersey
$27.7K
AssetMark Inc
128
AssetMark Inc
California
$25.7K
CMP
129
Coston McIsaac & Partners
Maine
$23K
AF
130
Advisornet Financial
Minnesota
$21K
CWP
131
Concord Wealth Partners
Virginia
$20.9K
Russell Investments Group
132
Russell Investments Group
United Kingdom
$16.7K
LFG
133
Larson Financial Group
Missouri
$16.7K
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$14.9K
BWL
135
Bogart Wealth LLC
Virginia
$13.1K
SC
136
SouthState Corp
Florida
$12.2K
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$9.62K
HWM
138
HighMark Wealth Management
Minnesota
$6.95K
PFA
139
Pathway Financial Advisers
Indiana
$6.91K
CFG
140
CKW Financial Group
Hawaii
$4K
WSFS
141
Wilmington Savings Fund Society
Delaware
$3.36K
AWM
142
AE Wealth Management
Kansas
$1.18K
FDW
143
Fourth Dimension Wealth
Ohio
$731
CWM
144
Copia Wealth Management
Oregon
$292
AF
145
Allworth Financial
California
$20
Goldman Sachs
146
Goldman Sachs
New York
CWM
147
Cornerstone Wealth Management
Missouri
SPC
148
Sigma Planning Corp
Michigan
SWGC
149
Summit Wealth Group (Colorado)
Colorado
KWM
150
Kiker Wealth Management
Georgia