Fidelity Enhanced Small Cap Core ETF
FESM
41 hedge funds and large institutions have $95M invested in Fidelity Enhanced Small Cap Core 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.
3,604% more capital inflows, than outflows
Capital inflows: $70.8M | Capital outflows: $1.91M
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
14% more funds holding
Funds holding: 36 → 41 (+5)
11.4% more ownership
Funds ownership: 5.16% → 16.56% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$50.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.99M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.32M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.47M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$944K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$797K |
| 2 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$407K |
| 3 |
Traynor Capital Management
Malvern,
Pennsylvania
|
-$215K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$212K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$192K |
FESM Hedge Fund Activity: Q2 2024 in Review
41 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q2 2024, worth a combined $95M — up 252% from $27M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FESM positions and 3 closed out — a net gain of 6 holders — while 19 added to existing stakes and 8 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $50.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $797K sold.
- 41 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q2 2024, up from 36 in Q1 2024.
- Funds reported $95M of Fidelity Enhanced Small Cap Core ETF stock for Q2 2024, up 252% quarter-over-quarter.
- 9 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q2 2024 and 3 closed out, a net change of +6 holders.
- The largest Fidelity Enhanced Small Cap Core ETF buyer in Q2 2024 was Fidelity Investments, an estimated $50.5M added.
- The largest Fidelity Enhanced Small Cap Core ETF seller in Q2 2024 was Citadel Advisors, an estimated $797K sold.
Based on aggregated 13F filings for Q2 2024.