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Fidelity Enhanced Small Cap ETF

118 hedge funds and large institutions have $1.26B invested in Fidelity Enhanced Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+32
Holders Change %
+37.21%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
40
Increased
49
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$862M -$9.24M -288,823 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$56M -$7.72M -241,473 -12%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$55.1M +$22.9M +716,411 +71%
LPL Financial
4
LPL Financial
California
$53M +$20.4M +639,180 +63%
Wells Fargo
5
Wells Fargo
California
$18.3M +$18.2M +567,677 +12,996%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.4M +$466K +14,574 +4%
LHC
7
Little House Capital
Massachusetts
$11.8M +$324K +10,114 +3%
PCIA
8
Prime Capital Investment Advisors
Kansas
$11.6M -$6.44M -201,338 -36%
SWP
9
Sagespring Wealth Partners
Tennessee
$9.53M +$9.53M +297,790 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.28M +$2.65M +82,941 +40%
Raymond James Financial
11
Raymond James Financial
Florida
$8.19M +$4.88M +152,392 +147%
LPFG
12
Landing Point Financial Group
Ohio
$7.98M +$605K +18,899 +8%
DC
13
Dahring Cusmano
Michigan
$7.91M +$230K +7,197 +3%
BFG
14
Berger Financial Group
Minnesota
$6.52M +$106K +3,326 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$6.31M +$3.82M +119,509 +154%
SFA
16
Salus Financial Advisors
Colorado
$6.28M +$673K +21,052 +12%
Goldman Sachs
17
Goldman Sachs
New York
$5.77M +$5.77M +180,325 New
AI
18
Atria Investments
North Carolina
$5.76M +$5.76M +179,995 New
GFA
19
Gallagher Fiduciary Advisors
Illinois
$5.65M +$5.65M +176,577 New
AAS
20
Avantax Advisory Services
Texas
$5.14M -$1.28M -39,976 -20%
HIW
21
Holos Integrated Wealth
Pennsylvania
$5.07M +$140K +4,204 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.49M -$112K -3,503 -2%
MIA
23
Milestone Investment Advisors
Wisconsin
$4.37M +$288K +9,003 +7%
RIS
24
Retirement Income Solutions
Michigan
$4.33M -$922K -28,833 -18%
AWS
25
Atria Wealth Solutions
New York
$4.27M +$1.47M +45,916 +52%