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Fidelity Enhanced Mid Cap Core ETF

92 hedge funds and large institutions have $366M invested in Fidelity Enhanced Mid Cap Core ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 16

65% more capital invested

Capital invested by funds: $222M → $366M (+$145M)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

5.39% more ownership

Funds ownership: 13.42%18.81% (+5.4%)

2% more funds holding

Funds holding: 9092 (+2)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
50
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.29M +$256K +8,386 +27%
OFG
27
OmniStar Financial Group
North Carolina
$1.14M +$103K +3,395 +11%
PA
28
PFG Advisors
Arizona
$1.07M +$793K +26,032 +360%
CAC
29
Certified Advisory Corp
Florida
$943K +$20.1K +661 +2%
TGAM
30
TBH Global Asset Management
Tennessee
$904K +$857K +28,107 New
EPW
31
Evergreen Private Wealth
Colorado
$897K +$50.9K +1,669 +6%
DWM
32
Dakota Wealth Management
Florida
$787K +$2.25K +74 +0.3%
AAS
33
Avantax Advisory Services
Texas
$773K +$18.9K +621 +3%
HighTower Advisors
34
HighTower Advisors
Illinois
$732K +$376K +12,351 +119%
SS
35
Sunbelt Securities
Texas
$726K -$5.73K -188 -0.8%
NL
36
NWAM LLC
Washington
$696K +$659K +21,630 New
EAM
37
Evanson Asset Management
California
$681K +$1.98K +65 +0.3%
AWS
38
Atria Wealth Solutions
New York
$589K -$44.5K -1,461 -7%
TCM
39
Traynor Capital Management
Pennsylvania
$550K -$1.94M -63,812 -79%
DFG
40
Demars Financial Group
Washington
$536K -$83K -2,722 -14%
TFCP
41
Twin Focus Capital Partners
Massachusetts
$532K
Truist Financial
42
Truist Financial
North Carolina
$505K +$24.1K +792 +5%
LA
43
Lynch & Associates
Indiana
$492K +$122K +4,001 +35%
Morgan Stanley
44
Morgan Stanley
New York
$476K -$24K -786 -5%
CW
45
CreativeOne Wealth
Kansas
$429K -$2.44K -80 -0.6%
BCG
46
Breakwater Capital Group
New Jersey
$393K +$5.27K +173 +1%
Mariner
47
Mariner
Kansas
$374K +$1.1K +36 +0.3%
RWP
48
RWA Wealth Partners
Massachusetts
$355K +$1.04K +34 +0.3%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$354K +$338K +11,075 New
JWCA
50
J.W. Cole Advisors
Florida
$326K +$701 +23 +0.2%

FMDE Hedge Fund Activity: Q3 2024 in Review

92 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Mid Cap Core ETF (FMDE) for Q3 2024, worth a combined $366M — up 65% from $222M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FMDE positions and 9 closed out — a net gain of 3 holders — while 50 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $68.1M. The largest seller was Osaic Holdings, cutting an estimated $4.79M.

  • 92 institutional investors held Fidelity Enhanced Mid Cap Core ETF (FMDE) as of Q3 2024, up from 90 in Q2 2024.
  • Funds reported $366M of Fidelity Enhanced Mid Cap Core ETF stock for Q3 2024, up 65% quarter-over-quarter.
  • 12 funds opened new Fidelity Enhanced Mid Cap Core ETF positions in Q3 2024 and 9 closed out, a net change of +3 holders.
  • The largest Fidelity Enhanced Mid Cap Core ETF buyer in Q3 2024 was Fidelity Investments, an estimated $68.1M added.
  • The largest Fidelity Enhanced Mid Cap Core ETF seller in Q3 2024 was Osaic Holdings, an estimated $4.79M sold.

Based on aggregated 13F filings for Q3 2024.