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Fidelity Enhanced Small Cap Core ETF

208 hedge funds and large institutions have $3.31B invested in Fidelity Enhanced Small Cap Core ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 33

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

28% more capital invested

Capital invested by funds: $2.59B → $3.31B (+$720M)

14% more funds holding

Funds holding: 183208 (+25)

1.77% more ownership

Funds ownership: 79.55%81.33% (+1.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
208
Holders Change
+25
Holders Change %
+13.66%
% of All Funds
2.56%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.11%
New
45
Increased
116
Reduced
33
Closed
16
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.03B -$6.24M -158,597 -0.6%
Ameriprise
2
Ameriprise
Minnesota
$229M +$76.3M +1,937,952 +47%
LPL Financial
3
LPL Financial
California
$195M +$33M +838,259 +20%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$142M +$20.4M +518,786 +16%
PCIA
5
Prime Capital Investment Advisors
Kansas
$118M +$108M +2,745,327 +747%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$106M +$110M +2,784,388 New
Raymond James Financial
7
Raymond James Financial
Florida
$88.6M +$36.7M +931,354 +67%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$85.3M +$751K +19,083 +0.9%
Wells Fargo
9
Wells Fargo
California
$81M +$20.7M +525,804 +33%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$74.6M +$24.6M +625,917 +47%
DWM
11
Dynasty Wealth Management
Florida
$68.8M +$1.17M +29,623 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$67.5M -$486K -12,346 -0.7%
QWP
13
Quotient Wealth Partners
Texas
$66.5M -$644K -16,362 -0.9%
VIA
14
Vantagepoint Investment Advisers
District of Columbia
$53.4M
Osaic Holdings
15
Osaic Holdings
Arizona
$50.9M +$21.7M +552,279 +70%
Morgan Stanley
16
Morgan Stanley
New York
$50.2M +$21.3M +541,555 +69%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$46.4M +$11.3M +286,625 +31%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$40.3M +$11.2M +284,784 +37%
Calamos Advisors
19
Calamos Advisors
Illinois
$40M +$39.9M +1,012,689 +2,467%
CWM
20
Calamos Wealth Management
Illinois
$38.4M +$2.99M +75,993 +8%
TA
21
TruWealth Advisors
Louisiana
$35.1M +$763K +19,377 +2%
Bank of America
22
Bank of America
North Carolina
$33.1M +$25.4M +645,168 +285%
MML Investors Services
23
MML Investors Services
Massachusetts
$32.7M +$189K +4,799 +0.6%
CAL
24
Capital Analysts LLC
Pennsylvania
$32M +$1.07M +27,224 +3%
FFN
25
Focus Financial Network
Minnesota
$27.7M +$26.2M +666,885 +1,095%