We are live on ! Find out more
FESM icon

Fidelity Enhanced Small Cap Core ETF

208 hedge funds and large institutions have $3.31B invested in Fidelity Enhanced Small Cap Core ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 33

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more capital invested

Capital invested by funds: $2.59B → $3.31B (+$720M)

14% more funds holding

Funds holding: 183208 (+25)

1.77% more ownership

Funds ownership: 79.55%81.33% (+1.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
208
Holders Change
+25
Holders Change %
+13.66%
% of All Funds
2.56%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
45
Increased
116
Reduced
33
Closed
16
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
126
Golden State Wealth Management
California
$757K +$519K +13,190 +196%
IA
127
IFP Advisors
Florida
$744K +$682K +17,329 +766%
MWS
128
MFA Wealth Services
California
$722K +$748K +18,995 New
CFM
129
Cornerstone Financial Management
Massachusetts
$689K +$138K +3,511 +24%
SAI
130
Savvy Advisors Inc
New York
$636K -$758K -19,263 -54%
MCM
131
McRae Capital Management
New Jersey
$625K -$10.1K -257 -2%
BWA
132
Beam Wealth Advisors
Louisiana
$618K +$199K +5,059 +45%
Betterment LLC
133
Betterment LLC
New York
$612K +$634K +16,109 New
Truist Financial
134
Truist Financial
North Carolina
$589K +$174K +4,417 +40%
KWS
135
Keystone Wealth Services
California
$572K +$18.6K +473 +3%
AIP
136
Ameritas Investment Partners
Nebraska
$560K -$118K -2,999 -17%
HAS
137
HBW Advisory Services
California
$559K +$579K +14,716 New
AIM
138
Advyzon Investment Management
Illinois
$549K +$569K +14,459 New
KCA
139
Kastel Capital Advisors
Massachusetts
$544K
PTC
140
Private Trust Company
Ohio
$539K -$6.69K -170 -1%
CFB
141
Cullen/Frost Bankers
Texas
$528K +$155K +3,949 +40%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$515K +$448K +11,378 +521%
BPFA
143
Barnes Pettey Financial Advisors
Mississippi
$512K +$530K +13,469 New
MWP
144
Madison Wealth Partners
Wisconsin
$511K -$2.52K -64 -0.5%
BFS
145
BridgePort Financial Solutions
Iowa
$507K +$25.4K +645 +5%
TFP
146
Townsend Financial Planning
Kentucky
$495K +$513K +13,039 New
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$487K -$431K -10,948 -46%
WIA
148
World Investment Advisors
California
$477K -$60.3K -1,533 -11%
FP
149
Financial Perspectives
Minnesota
$460K +$79 +2 +0%
EFS
150
Essex Financial Services
Connecticut
$456K +$178K +4,532 +61%