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Fidelity Enhanced Small Cap ETF

86 hedge funds and large institutions have $1.1B invested in Fidelity Enhanced Small Cap 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
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.68M
2 -$2.59M
3 -$671K
4
Goldman Sachs
Goldman Sachs
New York
-$316K
5
Stifel Financial
Stifel Financial
Missouri
-$177K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$803M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$58.7M
LPL Financial
3
LPL Financial
California
$30M
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$29.7M
PCIA
5
Prime Capital Investment Advisors
Kansas
$16.6M
FTUS
6
Flow Traders U.S.
New York
$13.5M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$11.9M
LHC
8
Little House Capital
Massachusetts
$10.6M
SIAS
9
Summit Investment Advisory Services
Minnesota
$8.67M
DC
10
Dahring Cusmano
Michigan
$7.08M
LPFG
11
Landing Point Financial Group
Ohio
$6.8M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.11M
AAS
13
Avantax Advisory Services
Texas
$5.91M
BFG
14
Berger Financial Group
Minnesota
$5.91M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.26M
SFA
16
Salus Financial Advisors
Colorado
$5.17M
RIS
17
Retirement Income Solutions
Michigan
$4.84M
Osaic Holdings
18
Osaic Holdings
Arizona
$4.82M
HIW
19
Holos Integrated Wealth
Pennsylvania
$4.37M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.24M
MIA
21
Milestone Investment Advisors
Wisconsin
$3.76M
HI
22
Harbour Investments
Wisconsin
$3.5M
NA
23
NewEdge Advisors
Louisiana
$3.12M
Raymond James Financial
24
Raymond James Financial
Florida
$3.06M
IWP
25
IAG Wealth Partners
Wisconsin
$2.93M