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Fidelity Enhanced Small Cap Core ETF

119 hedge funds and large institutions have $1.28B invested in Fidelity Enhanced Small Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 7

168% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 19

38% more funds holding

Funds holding: 86119 (+33)

16% more capital invested

Capital invested by funds: $1.1B → $1.28B (+$181M)

2.21% more ownership

Funds ownership: 65.88%68.09% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
119
Holders Change
+33
Holders Change %
+38.37%
% of All Funds
1.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
51
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$862M -$8.58M -288,823 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$56M -$7.18M -241,473 -12%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$55.1M +$21.3M +716,411 +71%
LPL Financial
4
LPL Financial
California
$53M +$19M +639,180 +63%
Wells Fargo
5
Wells Fargo
California
$18.3M +$16.9M +567,677 +12,996%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.4M +$433K +14,574 +4%
LHC
7
Little House Capital
Massachusetts
$11.8M +$301K +10,114 +3%
PCIA
8
Prime Capital Investment Advisors
Kansas
$11.6M -$5.98M -201,338 -36%
SIAS
9
Summit Investment Advisory Services
Minnesota
$10M +$561K +18,868 +6%
SWP
10
Sagespring Wealth Partners
Tennessee
$9.53M +$8.85M +297,790 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.28M +$2.47M +82,941 +40%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.47M +$3M +101,093 +62%
Raymond James Financial
13
Raymond James Financial
Florida
$8.19M +$4.53M +152,392 +147%
LPFG
14
Landing Point Financial Group
Ohio
$7.98M +$562K +18,899 +8%
DC
15
Dahring Cusmano
Michigan
$7.91M +$214K +7,197 +3%
BFG
16
Berger Financial Group
Minnesota
$6.52M +$98.9K +3,326 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$6.31M +$3.55M +119,509 +154%
SFA
18
Salus Financial Advisors
Colorado
$6.28M +$626K +21,052 +12%
Goldman Sachs
19
Goldman Sachs
New York
$5.77M +$5.36M +180,325 New
AI
20
Atria Investments
North Carolina
$5.76M +$5.35M +179,995 New
GFA
21
Gallagher Fiduciary Advisors
Illinois
$5.65M +$5.25M +176,577 New
AAS
22
Avantax Advisory Services
Texas
$5.14M -$1.19M -39,976 -20%
HIW
23
Holos Integrated Wealth
Pennsylvania
$5.07M +$125K +4,204 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.49M -$104K -3,503 -2%
MIA
25
Milestone Investment Advisors
Wisconsin
$4.37M +$268K +9,003 +7%

FESM Hedge Fund Activity: Q2 2025 in Review

119 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Small Cap Core ETF (FESM) for Q2 2025, worth a combined $1.28B — up 16% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FESM positions and 7 closed out — a net gain of 33 holders — while 51 added to existing stakes and 19 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $21.3M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $13.5M sold.

  • 119 institutional investors held Fidelity Enhanced Small Cap Core ETF (FESM) as of Q2 2025, up from 86 in Q1 2025.
  • Funds reported $1.28B of Fidelity Enhanced Small Cap Core ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 40 funds opened new Fidelity Enhanced Small Cap Core ETF positions in Q2 2025 and 7 closed out, a net change of +33 holders.
  • The largest Fidelity Enhanced Small Cap Core ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $21.3M added.
  • The largest Fidelity Enhanced Small Cap Core ETF seller in Q2 2025 was Flow Traders U.S., an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.