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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
GJIA
201
Glass Jacobson Investment Advisors
Maryland
$57.5K +$144 +4 +0.3%
SHIM
202
Stone House Investment Management
Pennsylvania
$55.7K -$252K -7,006 -82%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$55.6K
AWM
204
AE Wealth Management
Kansas
$52.7K +$15.2K +422 +41%
SC
205
SouthState Corp
Florida
$48.8K -$11.5K -320 -19%
AUB
206
Atlantic Union Bankshares
Virginia
$46.6K
AF
207
Allworth Financial
California
$45.1K +$108 +3 +0.2%
FFL
208
Financial Freedom LLC
Ohio
$44.1K -$10.5K -291 -19%
QA
209
Quattro Advisors
Pennsylvania
$42.7K +$42.2K +1,173 New
SIC
210
SJS Investment Consulting
Ohio
$35.4K +$35K +973 New
IRC
211
Investors Research Corp
Georgia
$33.8K
ADL
212
Asset Dedication LLC
California
$33K
SAG
213
SageView Advisory Group
California
$32.2K +$31.8K +884 New
AIM
214
Anchor Investment Management
South Carolina
$29.8K +$29.4K +818 New
CCMI
215
Creative Capital Management Investments
California
$25.9K
TC
216
Trust Company
Kansas
$24.4K +$24.2K +671 New
CPG
217
Cornerstone Planning Group
New Jersey
$24.2K
CMP
218
Coston McIsaac & Partners
Maine
$24K -$11.8K -328 -32%
CI
219
CX Institutional
Indiana
$23K +$17.9K +497 +343%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$18.2K
FP
221
Financial Perspectives
Minnesota
$15K
GAFA
222
Garton & Associates Financial Advisors
Kentucky
$12.6K +$12.5K +346 New
MSFP
223
Mark Sheptoff Financial Planning
Connecticut
$12.2K +$36 +1 +0.3%
AssetMark Inc
224
AssetMark Inc
California
$12.2K -$9.54K -265 -44%
CFG
225
CKW Financial Group
Hawaii
$11K