Fidelity Enhanced Small Cap ETF
FESM • ARCA
Fidelity Enhanced Small Cap ETF is an exchange-traded fund on ARCA. As of Q3 2025, 144 institutional investors hold shares in this ETF, with total holdings valued at $1.7B. FMR LLC is the largest holder with a position valued at $990.4M.
Overview
Overview of institutional ownership in FESM as of Q3 2025
All Institutions
- Institutions
- 144
- Value Held
- $1.7B
- Shares Held
- 47.7M
- Avg Position
- $12.1M
- Median Position
- $913.0K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $5.6M
- Shares Held
- 154.0K
- Avg Position
- $2.8M
- Median Position
- $2.8M
Biggest Investors
Institutions with the largest positions in FESM as of Q3 2025
| Institution | Position Value |
|---|---|
 FMR LLC Institution | $990.4M 0.05% of portfolio |
L LPL Financial LLC Institution | $94.1M 0.03% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $90.7M 0.06% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $58.5M 0.08% of portfolio |
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | $51.4M 0.42% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $37.8M 0.04% of portfolio |
C Calamos Wealth Management LLC RIA/Wealth | $33.9M 1.25% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $32.4M 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $21.4M 0.03% of portfolio |
R ROYAL BANK OF CANADA Institution | $20.8M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FESM in Q3 2025
- Traded
- +$299.6M
- Buyers
- 115
- Sellers
- 27
- Total Bought
- +$319.5M
- Total Sold
- −$20.0M
- Avg Position
- $11.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | +$51.4M +1.4M shares |
C Calamos Wealth Management LLC RIA/Wealth | +$33.9M +926.6K shares |
L LPL Financial LLC Institution | +$33.5M +915.7K shares |
Cetera Investment Advisers RIA/Wealth | +$30.6M +836.0K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$27.8M +759.7K shares |
 WELLINGTON MANAGEMENT CO LLP Long Only Manager | +$15.6M +425.9K shares |
A Advisor Group Holdings, Inc. Institution | +$11.9M +329.8K shares |
WELLS FARGO & COMPANY/MN Institution | +$11.5M +314.6K shares |
R ROYAL BANK OF CANADA Institution | +$10.2M +277.7K shares |
 MORGAN STANLEY RIA/Wealth | +$7.1M +193.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 GOLDMAN SACHS GROUP INC Institution | −$5.8M −180.3K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$5.5M −149.1K shares |
 Gallagher Fiduciary Advisors, LLC Pension/Endowment | −$4.5M −123.2K shares |
 Forefront Analytics, LLC RIA/Wealth | −$1.3M −39.3K shares |
C Cornerstone Wealth Management, LLC RIA/Wealth | −$1.2M −37.8K shares |
 Sigma Planning Corp RIA/Wealth | −$519.7K −16.2K shares |
 SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | −$269.3K −8.4K shares |
L Landing Point Financial Group, LLC RIA/Wealth | −$223.3K −6.1K shares |
 Prime Capital Investment Advisors, LLC RIA/Wealth | −$181.7K −5.0K shares |
 Hartland & Co., LLC RIA/Wealth | −$100.7K −2.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FESM in Q3 2025
- New Positions
- 28
- New Value
- $135.0M
- Exited Positions
- 8
- Exited Value
- $9.1M
New Positions
| Institution | Position Value |
|---|---|
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | $51.4M 1.4M shares |
C Calamos Wealth Management LLC RIA/Wealth | $33.9M 926.6K shares |
WELLINGTON MANAGEMENT CO LLP Long Only Manager | $15.6M 425.9K shares |
 AMERIPRISE FINANCIAL INC Institution | $6.3M 173.3K shares |
 Mutual Advisors, LLC RIA/Wealth | $5.9M 159.3K shares |
 Otter Creek Advisors, LLC Hedge Fund•Long/Short | $4.5M 124.0K shares |
 First Heartland Consultants, Inc. RIA/Wealth | $4.2M 114.9K shares |
 Baird Financial Group, Inc. Private Equity | $3.9M 107.7K shares |
 Founders Financial Alliance, LLC RIA/Wealth | $2.7M 75.2K shares |
 Calamos Advisors LLC Long Only Manager | $1.5M 40.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $5.8M 180.3K shares |
Forefront Analytics, LLC RIA/Wealth | $1.3M 39.3K shares |
C Cornerstone Wealth Management, LLC RIA/Wealth | $1.2M 37.8K shares |
Sigma Planning Corp RIA/Wealth | $519.7K 16.2K shares |
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $269.3K 8.4K shares |
 Kiker Wealth Management, LLC RIA/Wealth | $19.8K 619.0 shares |
 Glenmede Investment Management, LP Long Only Manager | $8.7K 272.0 shares |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $785.0 23.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FESM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FESM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
D DAHRING | CUSMANO LLC RIA/Wealth | 6.79% $9.4M |
L Landing Point Financial Group, LLC RIA/Wealth | 4.64% $8.9M |
 Summit Investment Advisory Services, LLC RIA/Wealth | 4.63% $11.6M |
 Salus Financial Advisors, LLC RIA/Wealth | 4.53% $7.3M |
Otter Creek Advisors, LLC Hedge Fund•Long/Short | 4.50% $4.5M |
 LITTLE HOUSE CAPITAL LLC RIA/Wealth | 3.18% $13.8M |
M Mayfair Advisory Group, LLC RIA/Wealth | 2.36% $5.5M |
F FMA Wealth Management, LLC RIA/Wealth | 2.21% $3.2M |
C CROBAN Institution | 1.55% $2.3M |
 Milestone Investment Advisors LLC RIA/Wealth | 1.37% $5.5M |
Hedge Fund Spotlight
Discover hedge funds investing in FESM
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.10B
- Positions
- 5,533
- Last Reported
- Q3 2025
Sector Allocation
Position in Fidelity Enhanced Small Cap ETF
- Market Value
- $1.1M
- Shares Held
- 30.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
