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Fidelity Enhanced Mid Cap ETF

120 hedge funds and large institutions have $547M invested in Fidelity Enhanced Mid Cap 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.

Holders
120
Holders Change
+28
Holders Change %
+30.43%
% of All Funds
1.6%
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 Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M 9,554,800 +2,998,689 +46%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.3M 921,565 +281,260 +44%
DFG
3
Demars Financial Group
Washington
$16.3M 535,015 +518,340 +3,108%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$16.1M 489,366 +91,780 +23%
LPL Financial
5
LPL Financial
California
$14.3M 435,996 -9,326 -2%
KWM
6
KFG Wealth Management
Indiana
$13.9M 423,550 +95,568 +29%
PI
7
Parkside Investments
Illinois
$13.5M 410,323 +54,613 +15%
RWA
8
Redhawk Wealth Advisors
Minnesota
$13.3M 405,829 +405,829 New
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$10.6M 321,923 +112,353 +54%
SIM
10
Stratos Investment Management
Ohio
$10.1M 308,853 +69,285 +29%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$8.32M 253,397 -30,916 -11%
Raymond James Financial
12
Raymond James Financial
Florida
$8.26M 251,538 +251,538 New
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$6.18M 188,245 +1 +0%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.98M 151,582 +19,350 +15%
PCP
15
Proficio Capital Partners
Massachusetts
$4.3M 130,785 +130,785 New
OIA
16
OneDigital Investment Advisors
Kansas
$3.46M 105,334 +105,334 New
NWMP
17
Noble Wealth Management PBC
Colorado
$3.07M 93,431 +93,431 New
AF
18
Advisornet Financial
Minnesota
$3.04M 92,593 +27,345 +42%
FWM
19
FMA Wealth Management
Massachusetts
$2.87M 87,243 -41 -0%
LWM
20
LongView Wealth Management
Georgia
$2.34M 71,271 -1,773 -2%
DADC
21
D.A. Davidson & Co
Montana
$2.27M 69,176 +5,517 +9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.06M 62,687 -7,463 -11%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.92M 58,299 +18,278 +46%
GVAG
24
Great Valley Advisor Group
Delaware
$1.76M 53,666 +53,666 New
KAS
25
Kestra Advisory Services
Texas
$1.73M 52,622 +1,185 +2%