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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
TCM
51
Traynor Capital Management
Pennsylvania
$535K -$26.9K -802 -5%
Morgan Stanley
52
Morgan Stanley
New York
$486K -$33 -1 -0%
PS
53
Principal Securities
Iowa
$444K -$1.75M -52,150 -79%
CW
54
CreativeOne Wealth
Kansas
$439K +$67 +2 +0%
HighTower Advisors
55
HighTower Advisors
Illinois
$417K -$337K -10,067 -44%
Creative Planning
56
Creative Planning
Kansas
$401K +$128K +3,827 +46%
BCG
57
Breakwater Capital Group
New Jersey
$396K -$5.36K -160 -1%
GP
58
Geneva Partners
Wisconsin
$382K +$389K +11,618 New
Mariner
59
Mariner
Kansas
$381K -$603 -18 -0.2%
EH
60
Equitable Holdings
New York
$378K +$385K +11,502 New
RWP
61
RWA Wealth Partners
Massachusetts
$363K +$1.07K +32 +0.3%
JWCA
62
J.W. Cole Advisors
Florida
$330K -$3.08K -92 -0.9%
BMC
63
Benin Management Corp
Connecticut
$330K +$336K +10,033 New
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$328K +$334K +9,975 New
DFG
65
Dynamic Financial Group
Iowa
$307K +$313K +9,356 New
SPC
66
Sigma Planning Corp
Michigan
$282K -$41.1K -1,228 -13%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$267K – – –
CA
68
Clearstead Advisors
Ohio
$266K – – –
MWM
69
Modern Wealth Management
Kansas
$264K +$804 +24 +0.3%
SAM
70
Sequent Asset Management
Texas
$253K – – –
GRP
71
Global Retirement Partners
California
$251K +$167 +5 +0.1%
PA
72
Pinnacle Associates
New York
$229K +$233K +6,963 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$222K +$90.6K +2,706 +67%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$221K +$142K +4,229 +170%
PFS
75
Prospera Financial Services
Texas
$219K – – –
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.