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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
CRC
126
Curi RMB Capital
Illinois
$398K +$393K +10,530 New
FFG
127
Fortress Financial Group
Minnesota
$393K +$821 +22 +0.2%
SIA
128
Soltis Investment Advisors
Utah
$383K +$379K +10,151 New
RIA
129
Regal Investment Advisors
Michigan
$379K +$374K +10,028 New
KW
130
KWB Wealth
California
$377K +$13.8K +371 +4%
CFB
131
Cullen/Frost Bankers
Texas
$375K +$142K +3,816 +62%
CAG
132
Curtis Advisory Group
California
$374K +$370K +9,909 New
IWC
133
Integrated Wealth Concepts
Massachusetts
$370K +$365K +9,796 New
RFA
134
Register Financial Advisors
Georgia
$344K +$87.7K +2,350 +35%
Comerica Bank
135
Comerica Bank
Texas
$343K +$34.8K +934 +11%
Brown Advisory
136
Brown Advisory
Maryland
$325K +$321K +8,609 New
FTS
137
Fifth Third Securities
Ohio
$320K +$28.7K +770 +10%
AFM
138
Abbot Financial Management
Massachusetts
$314K +$310K +8,300 New
SWGC
139
Summit Wealth Group (Colorado)
Colorado
$301K +$297K +7,967 New
PI
140
PFG Investments
New York
$292K +$35.5K +951 +14%
EFS
141
Essex Financial Services
Connecticut
$282K +$21.2K +568 +8%
MCA
142
Magnolia Capital Advisors
Mississippi
$280K +$27.2K +729 +11%
HP
143
Holistic Planning
Texas
$276K +$273K +7,311 New
JWCA
144
J.W. Cole Advisors
Florida
$270K +$266K +7,134 New
GSWM
145
Golden State Wealth Management
California
$254K +$251K +6,724 New
VCP
146
Verus Capital Partners
Arizona
$251K +$242K +6,482 New
SI
147
Stephens Inc
Arkansas
$238K -$18.6K -500 -7%
BCWM
148
Ball & Co Wealth Management
Tennessee
$222K +$2.05K +55 +0.9%
JGUA
149
John G. Ullman & Associates
New York
$221K
MKA
150
M. Kulyk & Associates
Georgia
$219K +$217K +5,809 New