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Fidelity Enhanced Mid Cap Core ETF
FMDE

90 hedge funds and large institutions have $222M invested in Fidelity Enhanced Mid Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

146% more capital invested

Capital invested by funds: $90.3M → $222M (+$131M)

7.71% more ownership

Funds ownership: 5.71% → 13.42% (+7.7%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% less funds holding

Funds holding: 91 → 90 (-1)

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$124M
2
SIM
Stratos Investment Management
Ohio
+$6.66M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.74M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.65M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$5.09M
2
FTS
Fifth Third Securities
Ohio
-$657K
3
NL
NWAM LLC
Washington
-$636K
4
GAA
Global Assets Advisory
Florida
-$410K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
76
Investors Research Corp
Georgia
$27.3K – – –
ADL
77
Asset Dedication LLC
California
$26.7K – – –
CA
78
Continuum Advisory
Idaho
$13.9K +$30 +1 +0.2%
CWP
79
Concord Wealth Partners
Virginia
$12.6K – – –
PCA
80
Providence Capital Advisors
North Carolina
$12.4K – – –
CIR
81
Clear Investment Research
Georgia
$12.1K +$30 +1 +0.2%
FP
82
Financial Perspectives
Minnesota
$12K +$59 +2 +0.5%
MSFP
83
Mark Sheptoff Financial Planning
Connecticut
$9.71K +$30 +1 +0.3%
CFG
84
CKW Financial Group
Hawaii
$9K – – –
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$5.41K – – –
IFAM
86
Institutional & Family Asset Management
Colorado
$5.4K – – –
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$4.74K +$4.75K +161 New
MG
88
Mather Group
Illinois
$4.71K -$6.79K -230 -60%
PFA
89
Pathway Financial Advisers
Indiana
$4.55K +$30 +1 +0.6%
CP
90
Camelot Portfolios
Ohio
$2.65K +$2.66K +90 New
FFA
91
Farther Finance Advisors
California
$1.7K – – –
LNC
92
Lincoln National Corp
Pennsylvania
– -$5.09M -166,600 Closed
NL
93
NWAM LLC
Washington
– -$636K -21,514 Closed
GAA
94
Global Assets Advisory
Florida
– -$410K -12,468 Closed
H
95
HoyleCohen
California
– -$319K -10,460 Closed
MSFS
96
Main Street Financial Solutions
Pennsylvania
– -$218K -7,126 Closed
PFS
97
Prospera Financial Services
Texas
– -$215K -7,030 Closed
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
– -$207K -6,773 Closed
KWMG
99
King Wealth Management Group
Florida
– -$204K -6,695 Closed
UBS Group
100
UBS Group
Switzerland
– -$89.6K -2,935 Closed
1 2 3
4
5

FMDE Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Mid Cap Core ETF (FMDE) for Q2 2024, worth a combined $222M — up 146% from $90.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FMDE positions and 14 closed out — a net gain of 1 holder — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $5.09M sold.

  • 90 institutional investors held Fidelity Enhanced Mid Cap Core ETF (FMDE) as of Q2 2024, down from 91 in Q1 2024.
  • Funds reported $222M of Fidelity Enhanced Mid Cap Core ETF stock for Q2 2024, up 146% quarter-over-quarter.
  • 15 funds opened new Fidelity Enhanced Mid Cap Core ETF positions in Q2 2024 and 14 closed out, a net change of +1 holder.
  • The largest Fidelity Enhanced Mid Cap Core ETF buyer in Q2 2024 was Fidelity Investments, an estimated $124M added.
  • The largest Fidelity Enhanced Mid Cap Core ETF seller in Q2 2024 was Lincoln National Corp, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.