Fidelity Enhanced Small Cap Core ETF
FESM
40 hedge funds and large institutions have $365M invested in Fidelity Enhanced Small Cap Core 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.
500% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 4
284% more capital invested
Capital invested by funds: $95M → $365M (+$270M)
22.39% more ownership
Funds ownership: 16.56% → 38.95% (+22%)
2% less funds holding
Funds holding: 41 → 40 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$199M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.4M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.82M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$4.03M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$967K |
| 3 |
PI
PFG Investments
Woodbury,
New York
|
-$239K |
| 4 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$100K |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$95K |
FESM Hedge Fund Activity: Q3 2024 in Review
40 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q3 2024, worth a combined $365M — up 284% from $95M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FESM and 5 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 24 added.
The largest buyer was Fidelity Investments, adding an estimated $199M. The largest seller was Stifel Financial, cutting an estimated $4.03M.
- 40 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q3 2024, down from 41 in Q2 2024.
- Funds reported $365M of Fidelity Enhanced Small Cap Core ETF stock for Q3 2024, up 284% quarter-over-quarter.
- 5 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q3 2024 and 6 closed out, a net change of -1 holder.
- The largest Fidelity Enhanced Small Cap Core ETF buyer in Q3 2024 was Fidelity Investments, an estimated $199M added.
- The largest Fidelity Enhanced Small Cap Core ETF seller in Q3 2024 was Stifel Financial, an estimated $4.03M sold.
Based on aggregated 13F filings for Q3 2024.