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Fidelity Enhanced Mid Cap Core ETF

90 hedge funds and large institutions have $222M invested in Fidelity Enhanced Mid Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 15

146% more capital invested

Capital invested by funds: $90.3M → $222M (+$131M)

7.71% more ownership

Funds ownership: 5.71%13.42% (+7.7%)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% less funds holding

Funds holding: 9190 (-1)

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
45
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$127M +$124M +4,185,472 +3,040%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.7M +$5.74M +194,249 +64%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$9.83M -$208K -7,046 -2%
LPL Financial
4
LPL Financial
California
$8.37M +$1.56M +52,781 +23%
SIM
5
Stratos Investment Management
Ohio
$6.64M +$6.66M +225,407 New
Osaic Holdings
6
Osaic Holdings
Arizona
$6.24M +$4.65M +157,264 +287%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$5.35M +$1.99M +67,412 +59%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.8M +$45.5K +1,540 +1%
RJA
9
Raymond James & Associates
Florida
$2.84M +$62.6K +2,120 +2%
TCM
10
Traynor Capital Management
Pennsylvania
$2.38M +$1.91M +64,638 +397%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.16M -$55.9K -1,892 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.02M +$406K +13,747 +25%
LWM
13
LongView Wealth Management
Georgia
$2.01M +$267K +9,051 +15%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.77M -$338K -11,443 -16%
PS
15
Principal Securities
Iowa
$1.75M +$94.7K +3,205 +6%
FTS
16
Fifth Third Securities
Ohio
$1.64M -$657K -22,247 -29%
HW
17
Hancock Whitney
Mississippi
$1.49M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.21M +$611K +20,698 +101%
KAS
19
Kestra Advisory Services
Texas
$1.08M +$80.6K +2,728 +8%
Jane Street
20
Jane Street
New York
$1.01M +$811K +27,471 +401%
OFG
21
OmniStar Financial Group
North Carolina
$942K +$945K +31,980 New
MML Investors Services
22
MML Investors Services
Massachusetts
$932K +$23.4K +793 +3%
DADC
23
D.A. Davidson & Co
Montana
$912K +$915K +30,971 New
Citadel Advisors
24
Citadel Advisors
Florida
$899K +$901K +30,516 New
CAC
25
Certified Advisory Corp
Florida
$844K -$591 -20 -0.1%

FMDE Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Mid Cap Core ETF (FMDE) for Q2 2024, worth a combined $222M — up 146% from $90.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FMDE positions and 14 closed out — a net gain of 1 holder — while 45 added to existing stakes and 15 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $5.09M sold.

  • 90 institutional investors held Fidelity Enhanced Mid Cap Core ETF (FMDE) as of Q2 2024, down from 91 in Q1 2024.
  • Funds reported $222M of Fidelity Enhanced Mid Cap Core ETF stock for Q2 2024, up 146% quarter-over-quarter.
  • 15 funds opened new Fidelity Enhanced Mid Cap Core ETF positions in Q2 2024 and 14 closed out, a net change of +1 holder.
  • The largest Fidelity Enhanced Mid Cap Core ETF buyer in Q2 2024 was Fidelity Investments, an estimated $124M added.
  • The largest Fidelity Enhanced Mid Cap Core ETF seller in Q2 2024 was Lincoln National Corp, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2024.