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Fidelity Enhanced Mid Cap Core ETF

120 hedge funds and large institutions have $547M invested in Fidelity Enhanced Mid Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

49% more capital invested

Capital invested by funds: $366M → $547M (+$180M)

30% more funds holding

Funds holding: 92120 (+28)

8.39% more ownership

Funds ownership: 18.81%27.2% (+8.4%)

Holders
120
Holders Change
+28
Holders Change %
+30.43%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
44
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M +$100M +2,998,689 +46%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.3M +$9.42M +281,260 +44%
DFG
3
Demars Financial Group
Washington
$16.3M +$17.4M +518,340 +3,108%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$16.1M +$3.07M +91,780 +23%
LPL Financial
5
LPL Financial
California
$14.3M -$312K -9,326 -2%
KWM
6
KFG Wealth Management
Indiana
$13.9M +$3.2M +95,568 +29%
PI
7
Parkside Investments
Illinois
$13.5M +$1.83M +54,613 +15%
RWA
8
Redhawk Wealth Advisors
Minnesota
$13.3M +$13.6M +405,829 New
JP Morgan Chase
9
JP Morgan Chase
New York
$10.6M +$3.76M +112,353 +54%
SIM
10
Stratos Investment Management
Ohio
$10.1M +$2.32M +69,285 +29%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$8.32M -$1.04M -30,916 -11%
Raymond James Financial
12
Raymond James Financial
Florida
$8.26M +$8.43M +251,538 New
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$6.18M +$33 +1 +0%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.98M +$648K +19,350 +15%
PCP
15
Proficio Capital Partners
Massachusetts
$4.3M +$4.38M +130,785 New
OIA
16
OneDigital Investment Advisors
Kansas
$3.46M +$3.53M +105,334 New
NWMP
17
Noble Wealth Management PBC
Colorado
$3.07M +$3.13M +93,431 New
AF
18
Advisornet Financial
Minnesota
$3.04M +$916K +27,345 +42%
FWM
19
FMA Wealth Management
Massachusetts
$2.87M -$1.37K -41 -0%
LWM
20
LongView Wealth Management
Georgia
$2.34M -$59.4K -1,773 -2%
DADC
21
D.A. Davidson & Co
Montana
$2.27M +$185K +5,517 +9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.06M -$250K -7,463 -11%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.92M +$612K +18,278 +46%
GVAG
24
Great Valley Advisor Group
Delaware
$1.76M +$1.8M +53,666 New
KAS
25
Kestra Advisory Services
Texas
$1.73M +$39.7K +1,185 +2%

FMDE Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Mid Cap Core ETF (FMDE) for Q4 2024, worth a combined $547M — up 49% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FMDE positions and 4 closed out — a net gain of 30 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $100M. The largest seller was Susquehanna International Group, cutting an estimated $2.55M.

  • 120 institutional investors held Fidelity Enhanced Mid Cap Core ETF (FMDE) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $547M of Fidelity Enhanced Mid Cap Core ETF stock for Q4 2024, up 49% quarter-over-quarter.
  • 34 funds opened new Fidelity Enhanced Mid Cap Core ETF positions in Q4 2024 and 4 closed out, a net change of +30 holders.
  • The largest Fidelity Enhanced Mid Cap Core ETF buyer in Q4 2024 was Fidelity Investments, an estimated $100M added.
  • The largest Fidelity Enhanced Mid Cap Core ETF seller in Q4 2024 was Susquehanna International Group, an estimated $2.55M sold.

Based on aggregated 13F filings for Q4 2024.