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Fidelity Enhanced Small Cap ETF

41 hedge funds and large institutions have $95M invested in Fidelity Enhanced Small Cap ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$54.4M +$50.9M +1,750,304 +1,457%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.8M +$9.06M +311,352 +103%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.99M +$5.36M +184,214 +846%
Stifel Financial
4
Stifel Financial
Missouri
$4.13M -$12.1K -415 -0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.58M +$1.48M +50,966 +1,578%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.54M +$952K +32,702 +162%
KWS
7
Keystone Wealth Services
California
$1.25M +$150K +5,141 +14%
Mariner
8
Mariner
Kansas
$1.17M +$701K +24,080 +149%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$967K -$194K -6,661 -17%
LPL Financial
10
LPL Financial
California
$722K +$297K +10,215 +70%
KAS
11
Kestra Advisory Services
Texas
$553K +$58.1K +1,997 +12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$491K +$213K +7,321 +77%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$478K +$389K +13,361 +436%
Osaic Holdings
14
Osaic Holdings
Arizona
$455K +$366K +12,576 +412%
OFG
15
OmniStar Financial Group
North Carolina
$390K +$390K +13,399 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$375K -$214K -7,339 -36%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$372K -$31.8K -1,095 -8%
SS
18
Sunbelt Securities
Texas
$343K -$11K -378 -3%
FP
19
Financial Perspectives
Minnesota
$320K +$8.41K +289 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$302K +$33.2K +1,141 +12%
PSCM
21
Per Stirling Capital Management
Texas
$279K +$279K +9,592 New
HighTower Advisors
22
HighTower Advisors
Illinois
$274K +$274K +9,418 New
PI
23
PFG Investments
New York
$239K +$239K +8,225 New
CA
24
Clearstead Advisors
Ohio
$171K +$3.06K +105 +2%
GLR
25
Great Lakes Retirement
Ohio
$95K +$95K +3,266 New