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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
WA
176
Waverly Advisors
Alabama
$241K
FB
177
Fulton Bank
Pennsylvania
$236K +$234K +6,500 New
GSWM
178
Golden State Wealth Management
California
$228K +$226K +6,267 New
RIP
179
RAM Investment Partners
Washington
$216K
GIA
180
Gladstone Institutional Advisory
Florida
$214K +$212K +5,892 New
ATI
181
ARK & TLK Investments
Oklahoma
$213K +$612 +17 +0.3%
BEI
182
Benjamin Edwards Inc
Missouri
$212K +$210K +5,830 New
QWP
183
Quotient Wealth Partners
Texas
$212K +$210K +5,825 New
BF
184
Benchmark Financial
Delaware
$208K +$206K +5,726 New
MA
185
Mutual Advisors
Nebraska
$206K +$204K +5,655 New
AI
186
Atria Investments
North Carolina
$205K +$203K +5,646 New
GFA
187
Godfrey Financial Associates
New York
$201K +$199K +5,526 New
MCM
188
MAI Capital Management
Ohio
$166K +$35.9K +998 +28%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$164K +$252 +7 +0.2%
BAM
190
Byrne Asset Management
New Jersey
$157K
Franklin Resources
191
Franklin Resources
California
$142K
Comerica Bank
192
Comerica Bank
Texas
$137K
JFGIW
193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K
HIW
194
Holos Integrated Wealth
Pennsylvania
$116K +$32.2K +895 +39%
JWA
195
JFS Wealth Advisors
Pennsylvania
$103K +$288 +8 +0.3%
ACM
196
Anfield Capital Management
California
$102K -$40.7K -1,130 -29%
WWA
197
Wealth Watch Advisors
Colorado
$95.6K -$2.48K -69 -3%
GWM
198
Geneos Wealth Management
Colorado
$85.9K -$3.17K -88 -4%
CA
199
CoreCap Advisors
Michigan
$69.2K -$3.38K -94 -5%
PTC
200
Private Trust Company
Ohio
$68.3K -$22.6K -628 -25%