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Fidelity Enhanced Small Cap ETF

40 hedge funds and large institutions have $365M invested in Fidelity Enhanced Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$267M 8,310,807 +6,440,359 +344%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$26.8M 833,916 +221,014 +36%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.7M 737,177 +531,189 +258%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$18.4M 572,797 +556,374 +3,388%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.73M 209,171 +154,976 +286%
Mariner
6
Mariner
Kansas
$5.41M 167,989 +127,711 +317%
FWM
7
FMA Wealth Management
Massachusetts
$2.77M 86,206 +86,206 New
MML Investors Services
8
MML Investors Services
Massachusetts
$1.95M 60,545 +7,627 +14%
LPL Financial
9
LPL Financial
California
$1.59M 49,368 +24,549 +99%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.57M 48,914 +32,034 +190%
KWS
11
Keystone Wealth Services
California
$1.29M 40,170 -2,687 -6%
KAS
12
Kestra Advisory Services
Texas
$793K 24,653 +5,657 +30%
HI
13
Harbour Investments
Wisconsin
$616K 19,159 +18,089 +1,691%
GP
14
Geneva Partners
Wisconsin
$604K 18,775 +18,775 New
Osaic Holdings
15
Osaic Holdings
Arizona
$559K 17,368 +1,736 +11%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$491K 15,259 +2,363 +18%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$478K 14,842 +4,459 +43%
OFG
18
OmniStar Financial Group
North Carolina
$476K 14,760 +1,361 +10%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$412K 12,802
BTWM
20
Brass Tax Wealth Management
Ohio
$372K 11,565 +11,565 New
SS
21
Sunbelt Securities
Texas
$368K 11,447 -340 -3%
FP
22
Financial Perspectives
Minnesota
$364K 11,327 +324 +3%
Stifel Financial
23
Stifel Financial
Missouri
$364K 11,305 -130,671 -92%
HighTower Advisors
24
HighTower Advisors
Illinois
$330K 10,233 +815 +9%
BJL
25
Brighton Jones LLC
Washington
$263K 8,175 +8,175 New