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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
IA
101
IFG Advisory
Georgia
$1.48M +$31.1K +864 +2%
RA
102
RFG Advisory
Alabama
$1.47M +$1.45M +40,374 New
CAC
103
Certified Advisory Corp
Florida
$1.45M +$53.8K +1,496 +4%
FTS
104
Fifth Third Securities
Ohio
$1.37M -$41.4K -1,150 -3%
CWM
105
Cornerstone Wealth Management
Missouri
$1.3M +$32.3K +897 +3%
IWM
106
IHT Wealth Management
Illinois
$1.27M +$1.26M +34,869 New
HAP
107
Harbor Asset Planning
Massachusetts
$1.24M +$424K +11,789 +53%
GPW
108
Genesis Private Wealth
Virginia
$1.2M +$953K +26,478 +413%
IA
109
IFP Advisors
Florida
$1.13M +$1.01M +28,009 +920%
SA
110
Sanctuary Advisors
Indiana
$1.12M -$992K -27,550 -47%
MCM
111
McRae Capital Management
New Jersey
$1.11M -$92.4K -2,566 -8%
EFS
112
Essex Financial Services
Connecticut
$1.08M +$438K +12,166 +70%
EPW
113
Evergreen Private Wealth
Colorado
$1.05M +$19.6K +544 +2%
RIA
114
Regal Investment Advisors
Michigan
$1.05M +$776K +21,562 +301%
TPCW
115
TD Private Client Wealth
New York
$1.03M +$716K +19,888 +235%
DWM
116
Dakota Wealth Management
Florida
$899K +$2.56K +71 +0.3%
SS
117
Sunbelt Securities
Texas
$837K +$40.9K +1,136 +5%
NL
118
NWAM LLC
Washington
$809K +$2.12K +59 +0.3%
CWP
119
Cyndeo Wealth Partners
Florida
$787K +$778K +21,626 New
Mariner
120
Mariner
Kansas
$722K +$490K +13,609 +219%
PCM
121
Parsons Capital Management
Rhode Island
$703K +$243K +6,752 +54%
USCWA
122
U.S. Capital Wealth Advisors
Texas
$666K -$700K -19,435 -51%
Truist Financial
123
Truist Financial
North Carolina
$635K -$97K -2,694 -13%
FA
124
Fermata Advisors
California
$628K -$10.8K -299 -2%
SI
125
Stephens Inc
Arkansas
$627K +$282K +7,846 +83%