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Fidelity Enhanced Small Cap ETF
FESM

Overview Fund Activity

64 hedge funds and large institutions have $569M invested in Fidelity Enhanced Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+24
Holders Change %
+60%
% of All Funds
0.85%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
28
Increased
24
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$391M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$53.9M
3
LPL Financial
3
LPL Financial
California
$16.3M
4
SIAS
4
Summit Investment Advisory Services
Minnesota
$9.22M
5
EFH
5
Eaton Financial Holdings
Florida
$7.19M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.79M
2
KWS
2
Keystone Wealth Services
California
$616K
3
BTWM
3
Brass Tax Wealth Management
Ohio
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.44M
5
Mariner
5
Mariner
Kansas
$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$391M +$123M +3,788,766 +46%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$53.9M +$27M +833,533 +100%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$23.7M +$5.19M +160,326 +28%
LPL Financial
4
LPL Financial
California
$16.3M +$14.8M +456,026 +924%
SIAS
5
Summit Investment Advisory Services
Minnesota
$9.22M +$9.22M +284,858 New
EFH
6
Eaton Financial Holdings
Florida
$7.19M +$7.19M +222,276 New
DC
7
Dahring Cusmano
Michigan
$6.93M +$6.93M +214,228 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.79M -$17.1M -527,351 -72%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.44M -$330K -10,214 -5%
Mariner
10
Mariner
Kansas
$5.14M -$298K -9,209 -5%
RIS
11
Retirement Income Solutions
Michigan
$4.91M +$4.91M +151,762 New
SFA
12
Salus Financial Advisors
Colorado
$4.83M +$4.83M +149,305 New
FWM
13
FMA Wealth Management
Massachusetts
$2.81M +$20.7K +641 +0.7%
Stifel Financial
14
Stifel Financial
Missouri
$2.63M +$2.27M +70,144 +620%
LCC
15
Lincoln Capital Corp
Rhode Island
$2.49M +$2.49M +77,057 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.29M +$2.29M +70,733 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.99M +$29.6K +915 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.95M +$368K +11,387 +23%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.82M +$1.26M +38,827 +224%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.4M +$904K +27,956 +183%
HI
21
Harbour Investments
Wisconsin
$1.17M +$551K +17,025 +89%
KAS
22
Kestra Advisory Services
Texas
$1.14M +$339K +10,486 +43%
Raymond James Financial
23
Raymond James Financial
Florida
$974K +$974K +30,101 New
Citadel Advisors
24
Citadel Advisors
Florida
$929K +$929K +28,727 New
PAS
25
PKS Advisory Services
New York
$898K +$898K +27,754 New
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