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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
SFG
76
Snider Financial Group
Washington
$2.56M +$2.54M +70,449 New
LA
77
Lynch & Associates
Indiana
$2.51M +$377K +10,484 +18%
PFPG
78
Pinnacle Financial Partners (Georgia)
Georgia
$2.47M +$2.44M +67,791 New
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$2.46M +$720 +20 +0%
IIM
80
InTrack Investment Management
Vermont
$2.35M -$75.9K -2,108 -3%
NA
81
NewEdge Advisors
Louisiana
$2.33M +$707K +19,648 +44%
GS
82
GWN Securities
Florida
$2.21M +$265K +7,365 +14%
CPIA
83
Cornell Pochily Investment Advisors
New York
$2.14M +$133K +3,694 +7%
CFG
84
Cassilly Financial Group
Maryland
$2.14M +$2.12M +58,864 New
TGAM
85
TBH Global Asset Management
Tennessee
$2.13M +$62.8K +1,746 +3%
GVAG
86
Great Valley Advisor Group
Delaware
$2.11M +$2.08M +57,900 New
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$2.06M +$955K +26,535 +88%
BPFA
88
Barnes Pettey Financial Advisors
Mississippi
$2.01M +$1.99M +55,370 New
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$1.96M +$89.7K +2,492 +5%
SPIA
90
Steward Partners Investment Advisory
New York
$1.94M +$280K +7,790 +17%
BIS
91
BG Investment Services
Guam
$1.93M +$480K +13,342 +34%
CC
92
Clearwave Capital
California
$1.87M +$1.85M +51,309 New
HW
93
Hancock Whitney
Mississippi
$1.85M
OFG
94
OmniStar Financial Group
North Carolina
$1.84M +$251K +6,963 +16%
CFD
95
Creative Financial Designs
Indiana
$1.69M +$146K +4,068 +10%
HP
96
Holistic Planning
Texas
$1.64M +$1.63M +45,164 New
IAS
97
Investment Advisory Services
Texas
$1.59M +$158K +4,388 +11%
Stifel Financial
98
Stifel Financial
Missouri
$1.58M +$361K +10,032 +30%
PWC
99
Pathfinder Wealth Consulting
North Carolina
$1.55M +$1.53M +42,540 New
SAI
100
Savvy Advisors Inc
New York
$1.52M +$800K +22,222 +114%