We are live on ! Find out more
FMDE icon

Fidelity Enhanced Mid Cap Core ETF

91 hedge funds and large institutions have $90.3M invested in Fidelity Enhanced Mid Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

47% more capital invested

Capital invested by funds: $61.6M → $90.3M (+$28.7M)

25% more funds holding

Funds holding: 7391 (+18)

1.45% more ownership

Funds ownership: 4.27%5.71% (+1.4%)

Holders
91
Holders Change
+18
Holders Change %
+24.66%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
34
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$10.4M +$9.18M +322,856 +1,800%
CAN
2
Cetera Advisor Networks
California
$10M +$29.7K +1,045 +0.3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.26M +$384K +13,493 +5%
LPL Financial
4
LPL Financial
California
$7.06M +$4.63M +162,773 +238%
LNC
5
Lincoln National Corp
Pennsylvania
$5.09M +$34K +1,195 +0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.2M +$968K +34,042 +33%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.9M +$99.4K +3,497 +3%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$3.49M +$3.25M +114,194 New
RJA
9
Raymond James & Associates
Florida
$2.88M +$2.68M +94,296 New
FTS
10
Fifth Third Securities
Ohio
$2.38M -$69.6K -2,448 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.29M -$32.6K -1,147 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.18M -$425K -14,930 -17%
LWM
13
LongView Wealth Management
Georgia
$1.81M -$50.3K -1,767 -3%
PS
14
Principal Securities
Iowa
$1.72M -$53.7K -1,890 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.67M +$1.56M +54,844 New
Osaic Holdings
16
Osaic Holdings
Arizona
$1.67M -$655K -23,045 -30%
HW
17
Hancock Whitney
Mississippi
$1.55M
KAS
18
Kestra Advisory Services
Texas
$1.04M -$194K -6,823 -17%
MML Investors Services
19
MML Investors Services
Massachusetts
$942K -$265K -9,329 -23%
CAC
20
Certified Advisory Corp
Florida
$876K -$13.4K -470 -2%
DWM
21
Dakota Wealth Management
Florida
$748K +$2.81K +99 +0.4%
AAS
22
Avantax Advisory Services
Texas
$694K +$1.22K +43 +0.2%
SS
23
Sunbelt Securities
Texas
$694K -$22K -775 -3%
AWS
24
Atria Wealth Solutions
New York
$684K +$637K +22,384 New
EAM
25
Evanson Asset Management
California
$643K +$2.42K +85 +0.4%

FMDE Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Mid Cap Core ETF (FMDE) for Q1 2024, worth a combined $90.3M — up 47% from $61.6M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FMDE positions and 6 closed out — a net gain of 19 holders — while 34 added to existing stakes and 20 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $9.18M. The largest seller was Old Port Advisors, exiting entirely with an estimated $1.53M sold.

  • 91 institutional investors held Fidelity Enhanced Mid Cap Core ETF (FMDE) as of Q1 2024, up from 73 in Q4 2023.
  • Funds reported $90.3M of Fidelity Enhanced Mid Cap Core ETF stock for Q1 2024, up 47% quarter-over-quarter.
  • 25 funds opened new Fidelity Enhanced Mid Cap Core ETF positions in Q1 2024 and 6 closed out, a net change of +19 holders.
  • The largest Fidelity Enhanced Mid Cap Core ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $9.18M added.
  • The largest Fidelity Enhanced Mid Cap Core ETF seller in Q1 2024 was Old Port Advisors, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2024.