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Fidelity Enhanced Mid Cap Core ETF

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: 7391 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
51
Main Street Financial Solutions
Pennsylvania
$218K +$203K +7,126 New
PFS
52
Prospera Financial Services
Texas
$215K -$45.5K -1,600 -19%
PA
53
Pinnacle Associates
New York
$211K +$196K +6,903 New
Jane Street
54
Jane Street
New York
$209K +$195K +6,845 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$207K +$193K +6,773 New
KWMG
56
King Wealth Management Group
Florida
$204K +$190K +6,695 New
SIS
57
Sound Income Strategies
Florida
$202K +$188K +6,618 New
GRP
58
Global Retirement Partners
California
$183K
ST
59
Smithfield Trust
Pennsylvania
$166K +$65.4K +2,300 +73%
HFS
60
HBC Financial Services
Washington
$154K +$626 +22 +0.4%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$142K -$149K -5,248 -53%
NA
62
NewEdge Advisors
Louisiana
$125K
Franklin Resources
63
Franklin Resources
California
$119K
JWA
64
JFS Wealth Advisors
Pennsylvania
$116K +$455 +16 +0.4%
UBS Group
65
UBS Group
Switzerland
$89.6K +$55K +1,933 +193%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$69.8K +$65.3K +2,297 New
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$56K +$199 +7 +0.4%
SL
68
Salomon & Ludwin
Virginia
$46.4K +$43.2K +1,520 New
CA
69
CoreCap Advisors
Michigan
$45.5K +$42.4K +1,490 New
FFL
70
Financial Freedom LLC
Ohio
$45.1K +$171 +6 +0.4%
UB
71
UMB Bank
Missouri
$42.1K
CFD
72
Creative Financial Designs
Indiana
$40.1K +$37.3K +1,312 New
AF
73
Allworth Financial
California
$37K +$142 +5 +0.4%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$37K +$34K +1,196 New
HI
75
Harbour Investments
Wisconsin
$34.8K +$9.67K +340 +43%

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.