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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
CFS
151
CRA Financial Services
New Jersey
$215K +$212K +5,696 New
ATI
152
ARK & TLK Investments
Oklahoma
$212K +$448 +12 +0.2%
SAG
153
SageView Advisory Group
California
$208K
XF
154
XML Financial
Maryland
$203K +$200K +5,360 New
CA
155
Clearstead Advisors
Ohio
$145K
PSB
156
Piscataqua Savings Bank
New Hampshire
$94.4K +$93.3K +2,500 New
IA
157
IFP Advisors
Florida
$85.5K +$84.4K +2,262 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$82.6K +$81.5K +2,185 New
HAP
159
Harbor Asset Planning
Massachusetts
$73.8K +$11.2K +299 +18%
JFGIW
160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65.7K +$64.9K +1,740 New
EWA
161
EverSource Wealth Advisors
Alabama
$45.7K +$75 +2 +0.2%
MCM
162
MAI Capital Management
Ohio
$31K
AssetMark Inc
163
AssetMark Inc
California
$26.5K
AA
164
Ancora Advisors
Ohio
$26.4K +$26.1K +700 New
CMP
165
Coston McIsaac & Partners
Maine
$24K
AF
166
Advisornet Financial
Minnesota
$21.7K
CPG
167
Cornerstone Planning Group
New Jersey
$17.7K -$11.5K -308 -41%
LFG
168
Larson Financial Group
Missouri
$17.3K +$37 +1 +0.2%
Russell Investments Group
169
Russell Investments Group
United Kingdom
$17.2K -$75 -2 -0.4%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$15.4K +$37 +1 +0.2%
GAFA
171
Garton & Associates Financial Advisors
Kentucky
$14.2K +$14K +376 New
CWP
172
Concord Wealth Partners
Virginia
$13.8K -$7.68K -206 -36%
BWL
173
Bogart Wealth LLC
Virginia
$13.5K
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$9.96K +$37 +1 +0.4%
AWM
175
AE Wealth Management
Kansas
$8.24K +$6.94K +186 +581%