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Fidelity Enhanced Mid Cap Core ETF
FMDE

90 hedge funds and large institutions have $222M invested in Fidelity Enhanced Mid Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

146% more capital invested

Capital invested by funds: $90.3M → $222M (+$131M)

7.71% more ownership

Funds ownership: 5.71% → 13.42% (+7.7%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% less funds holding

Funds holding: 91 → 90 (-1)

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M
2
SIM
Stratos Investment Management
Ohio
+$6.66M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.74M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.65M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$5.09M
2
FTS
Fifth Third Securities
Ohio
-$657K
3
NL
NWAM LLC
Washington
-$636K
4
GAA
Global Assets Advisory
Florida
-$410K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
26
Evergreen Private Wealth
Colorado
$773K +$423K +14,333 +120%
DWM
27
Dakota Wealth Management
Florida
$719K -$2.45K -83 -0.3%
AAS
28
Avantax Advisory Services
Texas
$690K +$20.4K +690 +3%
SS
29
Sunbelt Securities
Texas
$670K +$1.56K +53 +0.2%
AF
30
Advisornet Financial
Minnesota
$631K +$401K +13,564 +173%
EAM
31
Evanson Asset Management
California
$622K +$1.63K +55 +0.3%
AWS
32
Atria Wealth Solutions
New York
$582K -$77.4K -2,621 -12%
DFG
33
Demars Financial Group
Washington
$571K -$36.7K -1,241 -6%
TFCP
34
Twin Focus Capital Partners
Massachusetts
$487K – – –
Morgan Stanley
35
Morgan Stanley
New York
$459K -$13.6K -462 -3%
Truist Financial
36
Truist Financial
North Carolina
$439K +$49.1K +1,663 +13%
CW
37
CreativeOne Wealth
Kansas
$396K -$41.7K -1,412 -10%
BCG
38
Breakwater Capital Group
New Jersey
$354K +$650 +22 +0.2%
Mariner
39
Mariner
Kansas
$341K +$886 +30 +0.3%
LA
40
Lynch & Associates
Indiana
$333K +$65.2K +2,209 +24%
RWP
41
RWA Wealth Partners
Massachusetts
$324K +$7.97K +270 +3%
HighTower Advisors
42
HighTower Advisors
Illinois
$307K +$91.3K +3,092 +42%
JWCA
43
J.W. Cole Advisors
Florida
$298K +$620 +21 +0.2%
SPC
44
Sigma Planning Corp
Michigan
$293K +$650 +22 +0.2%
Creative Planning
45
Creative Planning
Kansas
$246K -$11.8K -400 -5%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$240K +$240K +8,136 New
HNB
47
Huntington National Bank
Ohio
$239K – – –
CA
48
Clearstead Advisors
Ohio
$238K – – –
MWM
49
Modern Wealth Management
Kansas
$235K +$236K +7,993 New
SAM
50
Sequent Asset Management
Texas
$227K – – –
1
2
3 4 5

FMDE Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Mid Cap Core ETF (FMDE) for Q2 2024, worth a combined $222M — up 146% from $90.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FMDE positions and 14 closed out — a net gain of 1 holder — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $5.09M sold.

  • 90 institutional investors held Fidelity Enhanced Mid Cap Core ETF (FMDE) as of Q2 2024, down from 91 in Q1 2024.
  • Funds reported $222M of Fidelity Enhanced Mid Cap Core ETF stock for Q2 2024, up 146% quarter-over-quarter.
  • 15 funds opened new Fidelity Enhanced Mid Cap Core ETF positions in Q2 2024 and 14 closed out, a net change of +1 holder.
  • The largest Fidelity Enhanced Mid Cap Core ETF buyer in Q2 2024 was Fidelity Investments, an estimated $124M added.
  • The largest Fidelity Enhanced Mid Cap Core ETF seller in Q2 2024 was Lincoln National Corp, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.