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Fidelity Enhanced Mid Cap Core ETF

242 hedge funds and large institutions have $2.72B invested in Fidelity Enhanced Mid Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

757% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 7

211% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 37

51% more capital invested

Capital invested by funds: $1.8B → $2.72B (+$915M)

27% more funds holding

Funds holding: 191242 (+51)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

8.95% more ownership

Funds ownership: 48.08%57.03% (+9%)

Holders
242
Holders Change
+51
Holders Change %
+26.7%
% of All Funds
2.94%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
60
Increased
115
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
Armor Investment Advisors
North Carolina
$19.2M -$3.53M -98,126 -16%
Bank of America
27
Bank of America
North Carolina
$17.8M +$11.8M +328,134 +203%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$17M +$4.61M +128,076 +38%
EH
29
Equitable Holdings
New York
$13M +$1.58M +43,771 +14%
WWM
30
Waterway Wealth Management
Texas
$12.9M +$484K +13,456 +4%
PI
31
Parkside Investments
Illinois
$12.9M -$3.07M -85,215 -19%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$11.5M +$3.87M +107,453 +51%
RMS
33
Retirement Management Systems
Maryland
$10.8M +$10.7M +298,119 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$10.6M +$10.5M +290,564 +32,611%
PCG
35
Prosperity Consulting Group
Maryland
$10.3M +$1.87M +52,053 +22%
PAG
36
Private Advisor Group
New Jersey
$10.1M +$1.04M +28,838 +12%
JP Morgan Chase
37
JP Morgan Chase
New York
$9.28M +$1.58K +44 +0%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$8.92M +$1.66M +46,231 +23%
MIM
39
Marshall Investment Management
Colorado
$8.73M -$116K -3,214 -1%
MFG
40
Merit Financial Group
Georgia
$8.54M +$8.45M +234,659 New
MAG
41
Mayfair Advisory Group
Alabama
$8.51M +$3.03M +84,284 +57%
UBS Group
42
UBS Group
Switzerland
$8.48M +$6.8M +188,990 +429%
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$7.82M +$1.11M +30,915 +17%
MOS
44
MGO One Seven
Ohio
$7.32M +$435K +12,079 +6%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$6.99M +$223K +6,183 +3%
AWS
46
Aspen Wealth Strategies
Colorado
$6.93M +$461K +12,809 +7%
FHC
47
First Heartland Consultants
Missouri
$6.41M +$429K +11,913 +7%
AF
48
Advisornet Financial
Minnesota
$6.31M +$463K +12,864 +8%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$6.18M +$5.41M +150,428 +1,070%
BWS
50
Broadway Wealth Solutions
Texas
$6.15M +$264K +7,335 +5%