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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
SS
151
Sunbelt Securities
Texas
$454K -$587K -14,906 -55%
AFM
152
Abbot Financial Management
Massachusetts
$412K +$100K +2,550 +31%
CAG
153
Curtis Advisory Group
California
$406K +$30.8K +782 +8%
IIM
154
InTrack Investment Management
Vermont
$405K +$420K +10,659 New
CRC
155
Curi RMB Capital
Illinois
$400K
RFA
156
Register Financial Advisors
Georgia
$390K +$45.3K +1,150 +13%
KW
157
KWB Wealth
California
$377K
RIA
158
Regal Investment Advisors
Michigan
$359K -$22.8K -578 -6%
XF
159
XML Financial
Maryland
$356K +$157K +4,000 +75%
MKA
160
M. Kulyk & Associates
Georgia
$331K +$114K +2,903 +50%
Brown Advisory
161
Brown Advisory
Maryland
$327K
VA
162
VestGen Advisors
Illinois
$314K +$280K +7,104 New
AFG
163
Allegheny Financial Group
Pennsylvania
$308K +$319K +8,099 New
FTS
164
Fifth Third Securities
Ohio
$301K -$20.7K -525 -6%
VCP
165
Verus Capital Partners
Arizona
$301K +$56.5K +1,436 +22%
EW
166
Element Wealth
Mississippi
$293K +$304K +7,716 New
DIM
167
Delta Investment Management
California
$284K +$294K +7,468 New
Creative Planning
168
Creative Planning
Kansas
$267K +$277K +7,036 New
AWP
169
Axis Wealth Partners
Rhode Island
$266K +$276K +7,005 New
FPGK
170
Financial Partners Group (Kansas)
Kansas
$259K +$268K +6,814 New
NWMG
171
National Wealth Management Group
Ohio
$258K +$267K +6,779 New
PI
172
PFG Investments
New York
$245K -$51.2K -1,301 -17%
HAP
173
Harbor Asset Planning
Massachusetts
$224K +$155K +3,943 +202%
JGUA
174
John G. Ullman & Associates
New York
$222K
ATI
175
ARK & TLK Investments
Oklahoma
$214K +$512 +13 +0.2%