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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
SPC
51
Sigma Planning Corp
Michigan
$315K -$4.85K -159 -2%
Creative Planning
52
Creative Planning
Kansas
$269K +$518 +17 +0.2%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$262K
HNB
54
Huntington National Bank
Ohio
$261K
CA
55
Clearstead Advisors
Ohio
$260K
MWM
56
Modern Wealth Management
Kansas
$258K +$762 +25 +0.3%
SAM
57
Sequent Asset Management
Texas
$248K
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$247K
GRP
59
Global Retirement Partners
California
$245K +$152 +5 +0.1%
PFS
60
Prospera Financial Services
Texas
$215K +$204K +6,680 New
MSFS
61
Main Street Financial Solutions
Pennsylvania
$215K +$203K +6,676 New
SIS
62
Sound Income Strategies
Florida
$213K
ST
63
Smithfield Trust
Pennsylvania
$178K +$3.05K +100 +2%
IA
64
IFP Advisors
Florida
$165K +$37.1K +1,218 +31%
HFS
65
HBC Financial Services
Washington
$159K +$457 +15 +0.3%
NA
66
NewEdge Advisors
Louisiana
$132K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$131K -$1.13M -37,179 -90%
Franklin Resources
68
Franklin Resources
California
$128K -$2.68K -88 -2%
ACM
69
Anfield Capital Management
California
$126K
JWA
70
JFS Wealth Advisors
Pennsylvania
$123K +$335 +11 +0.3%
JFGIW
71
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K +$97.5K +3,200 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$80.2K -$10.9K -357 -13%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$74.3K +$213 +7 +0.3%
HI
74
Harbour Investments
Wisconsin
$67.3K +$3.5K +115 +6%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$59.3K +$152 +5 +0.3%

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.