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Fidelity Enhanced Mid Cap Core ETF

242 hedge funds and large institutions have $2.72B invested in Fidelity Enhanced Mid Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

757% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 7

211% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 37

51% more capital invested

Capital invested by funds: $1.8B → $2.72B (+$915M)

27% more funds holding

Funds holding: 191242 (+51)

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

8.95% more ownership

Funds ownership: 48.08%57.03% (+9%)

Holders
242
Holders Change
+51
Holders Change %
+26.7%
% of All Funds
2.94%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
60
Increased
115
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$344M +$268M +7,440,824 +368%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$336M +$878K +24,388 +0.3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$334M +$80.3M +2,231,082 +32%
LPL Financial
4
LPL Financial
California
$180M +$39.3M +1,090,826 +28%
Wells Fargo
5
Wells Fargo
California
$125M +$58.6M +1,627,937 +90%
HNB
6
Huntington National Bank
Ohio
$105M
Raymond James Financial
7
Raymond James Financial
Florida
$91.2M +$14.2M +395,156 +19%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$84.6M +$83.7M +2,324,110 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$83.8M +$32.7M +908,056 +65%
Osaic Holdings
10
Osaic Holdings
Arizona
$68.1M -$9.24M -256,625 -12%
CAL
11
Capital Analysts LLC
Pennsylvania
$65.6M +$221K +6,132 +0.3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$59.8M +$21.4M +593,910 +57%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$58.7M +$4.73M +131,380 +9%
KAS
14
Kestra Advisory Services
Texas
$55.5M +$8.2M +227,817 +18%
RPSA
15
Richard P. Slaughter Associates
Texas
$41M +$1.6M +44,582 +4%
MFS
16
McNamara Financial Services
Massachusetts
$28M +$27.7M +769,214 New
LWA
17
Lifelong Wealth Advisors
Minnesota
$27.2M +$26.9M +747,907 New
MML Investors Services
18
MML Investors Services
Massachusetts
$27M +$3.99M +110,906 +18%
GHA
19
GW Henssler & Associates
Georgia
$26.4M +$26.1M +726,258 New
Two Sigma Investments
20
Two Sigma Investments
New York
$23.1M +$20M +555,300 +702%
KWM
21
KFG Wealth Management
Indiana
$22.9M +$2.22M +61,560 +11%
Morgan Stanley
22
Morgan Stanley
New York
$22.1M +$14.6M +405,259 +200%
AWC
23
Adamsbrown Wealth Consultants
Kansas
$20.4M +$1.98M +55,025 +11%
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$19.6M +$19.4M +539,497 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$19.5M +$11.4M +316,162 +144%