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Fidelity Enhanced Mid Cap Core ETF

258 hedge funds and large institutions have $3.79B invested in Fidelity Enhanced Mid Cap Core ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 39

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

39% more capital invested

Capital invested by funds: $2.72B → $3.79B (+$1.07B)

7% more funds holding

Funds holding: 242258 (+16)

6.11% more ownership

Funds ownership: 57.03%63.14% (+6.1%)

Holders
258
Holders Change
+16
Holders Change %
+6.61%
% of All Funds
3.18%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.26%
New
45
Increased
140
Reduced
39
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$19.8M +$454K +12,261 +2%
TWP
27
Tyche Wealth Partners
Texas
$19.3M +$19.9M +536,815 New
RMS
28
Retirement Management Systems
Maryland
$19M +$8.57M +231,388 +78%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$16.9M +$120K +3,232 +0.7%
WLPWM
30
Walled Lake Planning & Wealth Management
Illinois
$15.3M +$15.8M +426,130 New
EH
31
Equitable Holdings
New York
$15.1M +$2.14M +57,893 +16%
MAG
32
Mayfair Advisory Group
Alabama
$14.2M +$6.04M +163,138 +70%
MFG
33
Merit Financial Group
Georgia
$14.1M +$5.79M +156,497 +67%
WWM
34
Waterway Wealth Management
Texas
$13.8M +$1.01M +27,331 +7%
PAG
35
Private Advisor Group
New Jersey
$13.1M +$3.24M +87,446 +31%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$13M +$1.72M +46,468 +15%
PI
37
Parkside Investments
Illinois
$12.8M +$108K +2,915 +0.8%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$11.2M +$2.5M +67,438 +28%
SIA
39
Serenity Investment Advisors
Illinois
$11.2M +$10.6M +286,056 New
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$11.1M +$3.52M +95,025 +44%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$10.6M +$142K +3,849 +1%
PCG
42
Prosperity Consulting Group
Maryland
$10.3M +$106K +2,858 +1%
JP Morgan Chase
43
JP Morgan Chase
New York
$10.1M +$1.28M +34,701 +14%
AIA
44
Armor Investment Advisors
North Carolina
$9.8M -$9.44M -255,134 -48%
LFAS
45
Level Four Advisory Services
Texas
$9.13M +$5.1M +137,769 +119%
BWM
46
Base Wealth Management
Florida
$7.9M +$1.92M +51,903 +31%
MOS
47
MGO One Seven
Ohio
$7.2M -$37.1K -1,001 -0.5%
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$7.09M +$184K +4,972 +3%
HighTower Advisors
49
HighTower Advisors
Illinois
$6.98M +$1.84M +49,596 +34%
AWS
50
Aspen Wealth Strategies
Colorado
$6.93M +$79.4K +2,144 +1%