Fidelity Enhanced Small Cap Core ETF
FESM
36 hedge funds and large institutions have $27M invested in Fidelity Enhanced Small Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $23.6M → $27M (+$3.36M)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0.38% more ownership
Funds ownership: 4.78% → 5.16% (+0.38%)
3% less funds holding
Funds holding: 37 → 36 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$4.05M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.43M |
| 3 |
KWS
Keystone Wealth Services
Palm Desert,
California
|
+$1.07M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$575K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$460K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$4.89M |
| 2 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
-$576K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$374K |
| 4 |
LPL Financial
San Diego,
California
|
-$332K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$329K |
FESM Hedge Fund Activity: Q1 2024 in Review
36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q1 2024, worth a combined $27M — up 14% from $23.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FESM positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $4.05M. The largest seller was Apella Capital, exiting entirely with an estimated $4.89M sold.
- 36 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q1 2024, down from 37 in Q4 2023.
- Funds reported $27M of Fidelity Enhanced Small Cap Core ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 5 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q1 2024 and 4 closed out, a net change of +1 holder.
- The largest Fidelity Enhanced Small Cap Core ETF buyer in Q1 2024 was Stifel Financial, an estimated $4.05M added.
- The largest Fidelity Enhanced Small Cap Core ETF seller in Q1 2024 was Apella Capital, an estimated $4.89M sold.
Based on aggregated 13F filings for Q1 2024.