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Fidelity Enhanced Mid Cap ETF

157 hedge funds and large institutions have $1.1B invested in Fidelity Enhanced Mid Cap ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+25
Holders Change %
+18.94%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
76
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$319M +$785K +22,804 +0.2%
LPL Financial
2
LPL Financial
California
$89.7M +$52.4M +1,523,325 +141%
HNB
3
Huntington National Bank
Ohio
$82.9M -$72.9M
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$79.6M +$41.2M +1,196,174 +107%
CAL
5
Capital Analysts LLC
Pennsylvania
$60.6M -$4.33M -125,897 -7%
RPSA
6
Richard P. Slaughter Associates
Texas
$45.8M +$6.28M +182,558 +16%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$43.6M +$5.06M +146,984 +13%
KAS
8
Kestra Advisory Services
Texas
$42.1M +$7.97M +231,477 +23%
Wells Fargo
9
Wells Fargo
California
$38.8M +$38.4M +1,116,920 +11,764%
Raymond James Financial
10
Raymond James Financial
Florida
$33.9M +$13.5M +392,582 +66%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$22.2M -$1.18M -34,172 -5%
KWM
12
KFG Wealth Management
Indiana
$17.5M +$1.48M +42,984 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$17M -$35.8M -1,043,453 -68%
MML Investors Services
14
MML Investors Services
Massachusetts
$15.4M +$10.8M +312,997 +232%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$15.4M +$6.93M +201,471 +82%
PI
16
Parkside Investments
Illinois
$15.2M +$68.5K +1,991 +0.5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$9.27M +$3.01M +87,585 +48%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$7.96M +$438K +12,728 +6%
PAG
19
Private Advisor Group
New Jersey
$7.21M +$4.51M +131,049 +167%
OIA
20
OneDigital Investment Advisors
Kansas
$6.57M +$255K +7,403 +4%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$6.4M -$78.9K -2,292 -1%
AWS
22
Aspen Wealth Strategies
Colorado
$6.05M +$1.17K +34 +0%
AWS
23
Atria Wealth Solutions
New York
$5.94M +$1.98M +57,452 +50%
SCA
24
STALEY CAPITAL ADVISERS
Pennsylvania
$5.3M +$847K +24,600 +19%
BWS
25
Broadway Wealth Solutions
Texas
$5.13M +$5.13M +148,955 New