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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
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$208K +$215K +5,474 New
SSWM
177
Sheets Smith Wealth Management
North Carolina
$203K +$211K +5,351 New
ASN
178
Advisory Services Network
Georgia
$191K +$197K +5,015 New
CA
179
Clearstead Advisors
Ohio
$146K
PSB
180
Piscataqua Savings Bank
New Hampshire
$141K +$47.2K +1,200 +48%
JFGIW
181
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K +$38.3K +973 +56%
AF
182
Allworth Financial
California
$85.5K +$88K +2,237 +17,208%
EWA
183
EverSource Wealth Advisors
Alabama
$46K +$118 +3 +0.2%
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$42.2K +$43.7K +1,111 New
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$32.8K +$33.8K +858 +17,160%
MCM
186
MAI Capital Management
Ohio
$31.2K
AA
187
Ancora Advisors
Ohio
$28.2K +$1.65K +42 +6%
AssetMark Inc
188
AssetMark Inc
California
$26.7K
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$25.9K +$10.8K +275 +67%
AF
190
Advisornet Financial
Minnesota
$21.8K
CMP
191
Coston McIsaac & Partners
Maine
$20K -$4.17K -106 -16%
US Bancorp
192
US Bancorp
Minnesota
$19.9K +$20.6K +524 New
CPG
193
Cornerstone Planning Group
New Jersey
$19.7K
AWM
194
AE Wealth Management
Kansas
$17.6K +$9.6K +244 +112%
LFG
195
Larson Financial Group
Missouri
$17.2K -$276 -7 -2%
SWIM
196
Smallwood Wealth Investment Management
New Jersey
$11.4K +$11.8K +299 New
BAM
197
Byrne Asset Management
New Jersey
$9.31K +$9.64K +245 New
HWM
198
HighMark Wealth Management
Minnesota
$7.25K +$39 +1 +0.5%
Jones Financial Companies
199
Jones Financial Companies
Missouri
$7.09K +$7.48K +190 New
VAI
200
Vanguard Advisers Inc
Pennsylvania
$6.46K +$6.69K +170 New