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Fidelity Enhanced Small Cap Core ETF

86 hedge funds and large institutions have $1.1B invested in Fidelity Enhanced Small Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

330% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 10

93% more capital invested

Capital invested by funds: $569M → $1.1B (+$529M)

34% more funds holding

Funds holding: 6486 (+22)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12.11% more ownership

Funds ownership: 53.77%65.88% (+12%)

Holders
86
Holders Change
+22
Holders Change %
+34.38%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
25
Increased
43
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$803M +$485M +15,133,750 +125%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$58.7M +$10.4M +323,849 +19%
LPL Financial
3
LPL Financial
California
$30M +$16.4M +513,009 +102%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$29.7M +$8.74M +272,665 +37%
PCIA
5
Prime Capital Investment Advisors
Kansas
$16.6M +$18.1M +564,464 New
FTUS
6
Flow Traders U.S.
New York
$13.5M +$14.7M +458,998 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.9M +$6.25M +194,951 +93%
LHC
8
Little House Capital
Massachusetts
$10.6M +$11.5M +358,379 New
SIAS
9
Summit Investment Advisory Services
Minnesota
$8.67M +$299K +9,342 +3%
DC
10
Dahring Cusmano
Michigan
$7.08M +$832K +25,972 +12%
LPFG
11
Landing Point Financial Group
Ohio
$6.8M +$7.39M +230,698 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.11M +$265K +8,269 +4%
AAS
13
Avantax Advisory Services
Texas
$5.91M +$5.77M +180,077 +876%
BFG
14
Berger Financial Group
Minnesota
$5.91M +$6.42M +200,337 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.26M +$3.45M +107,824 +152%
SFA
16
Salus Financial Advisors
Colorado
$5.17M +$830K +25,905 +17%
RIS
17
Retirement Income Solutions
Michigan
$4.84M +$397K +12,398 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.82M +$3.44M +107,302 +191%
HIW
19
Holos Integrated Wealth
Pennsylvania
$4.37M +$4.75M +148,326 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.24M +$2.67M +83,426 +138%
MIA
21
Milestone Investment Advisors
Wisconsin
$3.76M +$3.35M +104,549 +452%
HI
22
Harbour Investments
Wisconsin
$3.5M +$2.65M +82,697 +229%
NA
23
NewEdge Advisors
Louisiana
$3.12M +$3.39M +105,924 New
Raymond James Financial
24
Raymond James Financial
Florida
$3.06M +$2.36M +73,638 +245%
IWP
25
IAG Wealth Partners
Wisconsin
$2.93M +$3.19M +99,555 New

FESM Hedge Fund Activity: Q1 2025 in Review

86 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q1 2025, worth a combined $1.1B — up 93% from $569M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FESM positions and 3 closed out — a net gain of 22 holders — while 43 added to existing stakes and 10 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $485M. The largest seller was Eaton Financial Holdings, cutting an estimated $5.09M.

  • 86 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q1 2025, up from 64 in Q4 2024.
  • Funds reported $1.1B of Fidelity Enhanced Small Cap Core ETF stock for Q1 2025, up 93% quarter-over-quarter.
  • 25 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q1 2025 and 3 closed out, a net change of +22 holders.
  • The largest Fidelity Enhanced Small Cap Core ETF buyer in Q1 2025 was Fidelity Investments, an estimated $485M added.
  • The largest Fidelity Enhanced Small Cap Core ETF seller in Q1 2025 was Eaton Financial Holdings, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2025.