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Fidelity Enhanced Small Cap Core ETF

183 hedge funds and large institutions have $2.59B invested in Fidelity Enhanced Small Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 9

376% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 21

48% more capital invested

Capital invested by funds: $1.75B → $2.59B (+$841M)

26% more funds holding

Funds holding: 145183 (+38)

7.45% more ownership

Funds ownership: 72.1%79.55% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
183
Holders Change
+38
Holders Change %
+26.21%
% of All Funds
2.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
100
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.03B +$2.19M +58,751 +0.2%
LPL Financial
2
LPL Financial
California
$162M +$63.9M +1,713,064 +67%
Ameriprise
3
Ameriprise
Minnesota
$155M +$146M +3,921,888 +2,263%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$122M +$27.9M +749,061 +30%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$84.1M +$23.3M +624,608 +39%
JP Morgan Chase
6
JP Morgan Chase
New York
$69.7M +$68.7M +1,841,299 +39,683%
DWM
7
Dynasty Wealth Management
Florida
$67.3M +$66.4M +1,780,989 New
QWP
8
Quotient Wealth Partners
Texas
$66.8M +$65.9M +1,767,200 New
Wells Fargo
9
Wells Fargo
California
$60.7M +$26.9M +719,962 +81%
VIA
10
Vantagepoint Investment Advisers
District of Columbia
$53.1M
Raymond James Financial
11
Raymond James Financial
Florida
$52.9M +$39.2M +1,049,981 +300%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$50.5M +$11.3M +302,834 +29%
CWM
13
Calamos Wealth Management
Illinois
$35.3M +$338K +9,049 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$35.3M +$13.6M +365,552 +64%
TA
15
TruWealth Advisors
Louisiana
$34.1M +$33.7M +903,775 New
MML Investors Services
16
MML Investors Services
Massachusetts
$32.3M +$28.9M +775,173 +965%
CAL
17
Capital Analysts LLC
Pennsylvania
$30.8M +$30.2M +808,330 +12,825%
Osaic Holdings
18
Osaic Holdings
Arizona
$29.7M +$7.17M +192,129 +32%
Morgan Stanley
19
Morgan Stanley
New York
$29.5M +$21.6M +578,816 +288%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$29.3M +$13.2M +353,142 +84%
KAS
21
Kestra Advisory Services
Texas
$17.1M +$12M +321,094 +245%
PCIA
22
Prime Capital Investment Advisors
Kansas
$13.9M +$357K +9,582 +3%
LHC
23
Little House Capital
Massachusetts
$13.3M -$955K -25,599 -7%
SIAS
24
Summit Investment Advisory Services
Minnesota
$12.4M +$382K +10,240 +3%
SWP
25
Sagespring Wealth Partners
Tennessee
$12.2M +$356K +9,537 +3%