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Fidelity Enhanced Mid Cap Core ETF
FMDE

91 hedge funds and large institutions have $90.3M invested in Fidelity Enhanced Mid Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

47% more capital invested

Capital invested by funds: $61.6M → $90.3M (+$28.7M)

25% more funds holding

Funds holding: 73 → 91 (+18)

1.45% more ownership

Funds ownership: 4.27% → 5.71% (+1.4%)

Holders
91
Holders Change
+18
Holders Change %
+24.66%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
34
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.18M
2
LPL Financial
LPL Financial
California
+$4.63M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.25M
4
RJA
Raymond James & Associates
Florida
+$2.68M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
OPA
Old Port Advisors
Maine
-$1.53M
2
TCM
Traynor Capital Management
Pennsylvania
-$1M
3
Citadel Advisors
Citadel Advisors
Florida
-$847K
4
Osaic Holdings
Osaic Holdings
Arizona
-$655K
5
Morgan Stanley
Morgan Stanley
New York
-$577K
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
26
NWAM LLC
Washington
$636K +$2.36K +83 +0.4%
DFG
27
Demars Financial Group
Washington
$630K -$51.6K -1,815 -8%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$628K -$282K -9,924 -33%
TFCP
29
Twin Focus Capital Partners
Massachusetts
$505K +$1.91K +67 +0.4%
TCM
30
Traynor Capital Management
Pennsylvania
$497K -$1M -35,314 -68%
Morgan Stanley
31
Morgan Stanley
New York
$490K -$577K -20,295 -56%
CW
32
CreativeOne Wealth
Kansas
$453K -$32.6K -1,146 -7%
GAA
33
Global Assets Advisory
Florida
$410K +$355K +12,468 New
Truist Financial
34
Truist Financial
North Carolina
$404K +$768 +27 +0.2%
BCG
35
Breakwater Capital Group
New Jersey
$367K +$739 +26 +0.2%
EPW
36
Evergreen Private Wealth
Colorado
$364K +$339K +11,905 New
Mariner
37
Mariner
Kansas
$353K +$1.25K +44 +0.4%
RWP
38
RWA Wealth Partners
Massachusetts
$327K +$1.22K +43 +0.4%
H
39
HoyleCohen
California
$319K +$297K +10,460 New
JWCA
40
J.W. Cole Advisors
Florida
$308K +$853 +30 +0.3%
SPC
41
Sigma Planning Corp
Michigan
$303K +$283K +9,936 New
LA
42
Lynch & Associates
Indiana
$278K +$42.5K +1,495 +20%
Creative Planning
43
Creative Planning
Kansas
$268K -$3.61K -127 -1%
HNB
44
Huntington National Bank
Ohio
$251K – – –
CA
45
Clearstead Advisors
Ohio
$241K -$41.4K -1,457 -15%
AF
46
Advisornet Financial
Minnesota
$240K +$11.5K +405 +5%
SAM
47
Sequent Asset Management
Texas
$235K – – –
HighTower Advisors
48
HighTower Advisors
Illinois
$225K +$208K +7,306 New
CA
49
Cetera Advisors
Colorado
$224K +$209K +7,348 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$223K -$118K -4,164 -36%
1
2
3 4

FMDE Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Mid Cap Core ETF (FMDE) for Q1 2024, worth a combined $90.3M — up 47% from $61.6M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FMDE positions and 6 closed out — a net gain of 19 holders — while 34 added to existing stakes and 20 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $9.18M. The largest seller was Old Port Advisors, exiting entirely with an estimated $1.53M sold.

  • 91 institutional investors held Fidelity Enhanced Mid Cap Core ETF (FMDE) as of Q1 2024, up from 73 in Q4 2023.
  • Funds reported $90.3M of Fidelity Enhanced Mid Cap Core ETF stock for Q1 2024, up 47% quarter-over-quarter.
  • 25 funds opened new Fidelity Enhanced Mid Cap Core ETF positions in Q1 2024 and 6 closed out, a net change of +19 holders.
  • The largest Fidelity Enhanced Mid Cap Core ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $9.18M added.
  • The largest Fidelity Enhanced Mid Cap Core ETF seller in Q1 2024 was Old Port Advisors, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2024.