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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
BMC
151
Benin Management Corp
Connecticut
$365K
RWP
152
RWA Wealth Partners
Massachusetts
$360K -$45.6K -1,266 -11%
ATC
153
Argent Trust Co
Tennessee
$351K
SEI Investments
154
SEI Investments
Pennsylvania
$350K +$346K +9,613 New
MWP
155
Madison Wealth Partners
Wisconsin
$343K +$6.26K +174 +2%
GRP
156
Global Retirement Partners
California
$338K +$216 +6 +0.1%
DFG
157
Dynamic Financial Group
Iowa
$330K -$396 -11 -0.1%
AWA
158
Arkadios Wealth Advisors
Georgia
$328K +$91.4K +2,539 +39%
PCP
159
Proficio Capital Partners
Massachusetts
$323K -$127K -3,520 -28%
KW
160
KWB Wealth
California
$318K -$11.2K -312 -3%
TFP
161
Townsend Financial Planning
Kentucky
$309K +$306K +8,495 New
MWM
162
Modern Wealth Management
Kansas
$296K +$864 +24 +0.3%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$296K -$340K -9,446 -54%
SPC
164
Sigma Planning Corp
Michigan
$295K +$69.9K +1,943 +32%
CA
165
Clearstead Advisors
Ohio
$294K
PSB
166
Piscataqua Savings Bank
New Hampshire
$291K +$288K +8,000 New
SAM
167
Sequent Asset Management
Texas
$281K
TCA
168
Transcend Capital Advisors
New Jersey
$274K
WN
169
Williams & Novak
California
$264K -$396 -11 -0.2%
MFG
170
MTM Financial Group
Pennsylvania
$259K -$3.2K -89 -1%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$258K +$8.85K +246 +4%
EWA
172
EP Wealth Advisors
California
$255K +$252K +7,014 New
VT
173
Vise Technologies
New York
$249K +$246K +6,839 New
SIS
174
Sound Income Strategies
Florida
$249K
PFS
175
Prospera Financial Services
Texas
$246K +$684 +19 +0.3%