Fidelity Enhanced Small Cap Core ETF
FESM
64 hedge funds and large institutions have $569M invested in Fidelity Enhanced Small Cap Core 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.
833% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 3
300% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 6
60% more funds holding
Funds holding: 40 → 64 (+24)
56% more capital invested
Capital invested by funds: $365M → $569M (+$204M)
14.82% more ownership
Funds ownership: 38.95% → 53.77% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$127M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$27.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$15.3M |
| 4 |
SIAS
Summit Investment Advisory Services
Roseville,
Minnesota
|
+$9.54M |
| 5 |
EFH
Eaton Financial Holdings
Coral Springs,
Florida
|
+$7.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.7M |
| 2 |
KWS
Keystone Wealth Services
Palm Desert,
California
|
-$707K |
| 3 |
BTWM
Brass Tax Wealth Management
Cincinnati,
Ohio
|
-$372K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$342K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$308K |
FESM Hedge Fund Activity: Q4 2024 in Review
64 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q4 2024, worth a combined $569M — up 56% from $365M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FESM positions and 3 closed out — a net gain of 25 holders — while 24 added to existing stakes and 6 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $127M. The largest seller was Envestnet Asset Management, cutting an estimated $17.7M.
- 64 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q4 2024, up from 40 in Q3 2024.
- Funds reported $569M of Fidelity Enhanced Small Cap Core ETF stock for Q4 2024, up 56% quarter-over-quarter.
- 28 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q4 2024 and 3 closed out, a net change of +25 holders.
- The largest Fidelity Enhanced Small Cap Core ETF buyer in Q4 2024 was Fidelity Investments, an estimated $127M added.
- The largest Fidelity Enhanced Small Cap Core ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2024.