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Fidelity Enhanced Mid Cap Core ETF
FMDE

120 hedge funds and large institutions have $547M invested in Fidelity Enhanced Mid Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

49% more capital invested

Capital invested by funds: $366M → $547M (+$180M)

30% more funds holding

Funds holding: 92 → 120 (+28)

8.39% more ownership

Funds ownership: 18.81% → 27.2% (+8.4%)

Holders
120
Holders Change
+28
Holders Change %
+30.43%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
44
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$100M
2
DFG
Demars Financial Group
Washington
+$17.4M
3
RWA
Redhawk Wealth Advisors
Minnesota
+$13.6M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.42M
5
PCP
Proficio Capital Partners
Massachusetts
+$4.38M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
2
PS
Principal Securities
Iowa
-$1.75M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.04M
4
AWS
Atria Wealth Solutions
New York
-$589K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$354K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.69M +$1.73M +51,544 New
HW
27
Hancock Whitney
Mississippi
$1.67M – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$1.61M -$204K -6,082 -11%
PA
29
PFG Advisors
Arizona
$1.59M +$507K +15,128 +45%
GF
30
Gimbal Financial
Indiana
$1.57M +$97.5K +2,911 +7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.47M +$1.24M +37,097 +483%
FTS
32
Fifth Third Securities
Ohio
$1.32M -$39.1K -1,168 -3%
OFG
33
OmniStar Financial Group
North Carolina
$1.32M +$160K +4,789 +14%
CAC
34
Certified Advisory Corp
Florida
$1.29M +$332K +9,916 +34%
FHC
35
First Heartland Consultants
Missouri
$1.11M +$1.13M +33,867 New
TGAM
36
TBH Global Asset Management
Tennessee
$1.09M +$116K +3,456 +12%
BAM
37
Belpointe Asset Management
Nevada
$998K +$1.02M +30,384 New
EPW
38
Evergreen Private Wealth
Colorado
$952K +$36K +1,075 +4%
BIS
39
BG Investment Services
Guam
$882K +$899K +26,849 New
AAS
40
Avantax Advisory Services
Texas
$846K +$57.6K +1,720 +7%
DWM
41
Dakota Wealth Management
Florida
$802K -$2.44K -73 -0.3%
SCA
42
STALEY CAPITAL ADVISERS
Pennsylvania
$753K +$768K +22,920 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$736K -$2.55M -76,146 -77%
NL
44
NWAM LLC
Washington
$713K +$2.04K +61 +0.3%
EAM
45
Evanson Asset Management
California
$698K +$2.08K +62 +0.3%
SS
46
Sunbelt Securities
Texas
$677K -$66.8K -1,995 -9%
Goldman Sachs
47
Goldman Sachs
New York
$640K +$652K +19,469 New
LA
48
Lynch & Associates
Indiana
$570K +$68.3K +2,040 +13%
TFCP
49
Twin Focus Capital Partners
Massachusetts
$544K – – –
Truist Financial
50
Truist Financial
North Carolina
$543K +$27.9K +832 +5%
1
2
3 4 5

FMDE Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Mid Cap Core ETF (FMDE) for Q4 2024, worth a combined $547M — up 49% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FMDE positions and 4 closed out — a net gain of 30 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $100M. The largest seller was Susquehanna International Group, cutting an estimated $2.55M.

  • 120 institutional investors held Fidelity Enhanced Mid Cap Core ETF (FMDE) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $547M of Fidelity Enhanced Mid Cap Core ETF stock for Q4 2024, up 49% quarter-over-quarter.
  • 34 funds opened new Fidelity Enhanced Mid Cap Core ETF positions in Q4 2024 and 4 closed out, a net change of +30 holders.
  • The largest Fidelity Enhanced Mid Cap Core ETF buyer in Q4 2024 was Fidelity Investments, an estimated $100M added.
  • The largest Fidelity Enhanced Mid Cap Core ETF seller in Q4 2024 was Susquehanna International Group, an estimated $2.55M sold.

Based on aggregated 13F filings for Q4 2024.