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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
SWP
126
Stratos Wealth Partners
Ohio
$608K +$307K +8,542 +105%
TFCP
127
Twin Focus Capital Partners
Massachusetts
$602K
DFG
128
Demars Financial Group
Washington
$600K +$1.58K +44 +0.3%
Creative Planning
129
Creative Planning
Kansas
$587K -$75.7K -2,102 -12%
IFG
130
Independent Financial Group
California
$577K +$571K +15,863 New
GP
131
Geneva Partners
Wisconsin
$564K -$7.05K -196 -1%
FHA
132
Flagship Harbor Advisors
Massachusetts
$533K +$95.5K +2,653 +22%
Betterment LLC
133
Betterment LLC
New York
$532K +$66.3K +1,841 +14%
PS
134
Principal Securities
Iowa
$526K +$118K +3,280 +29%
MFG
135
Mosaic Financial Group
Illinois
$512K +$185K +5,139 +57%
1CP
136
1015 Capital Partners
Pennsylvania
$495K +$490K +13,612 New
KWA
137
Kingswood Wealth Advisors
California
$493K +$488K +13,560 New
HI
138
Harbour Investments
Wisconsin
$483K +$285K +7,916 +148%
JWCA
139
J.W. Cole Advisors
Florida
$458K +$900 +25 +0.2%
BCG
140
Breakwater Capital Group
New Jersey
$435K +$2.05K +57 +0.5%
TCM
141
Traynor Capital Management
Pennsylvania
$430K -$3.78K -105 -0.9%
SFG
142
Sowa Financial Group
Rhode Island
$422K +$418K +11,609 New
CW
143
CreativeOne Wealth
Kansas
$416K +$23.4K +651 +6%
WCAMG
144
Woodard & Company Asset Management Group
North Carolina
$416K +$411K +11,428 New
WIA
145
World Investment Advisors
California
$406K +$8.6K +239 +2%
NWAG
146
Net Worth Advisory Group
Utah
$406K +$401K +11,148 New
HWMO
147
Heritage Wealth Management (Ohio)
Ohio
$399K +$395K +10,967 New
KCM
148
Kendall Capital Management
Maryland
$397K +$392K +10,902 New
ST
149
Smithfield Trust
Pennsylvania
$394K +$4.5K +125 +1%
PG
150
Patten Group
Tennessee
$387K +$131K +3,642 +52%