Fidelity Enhanced Mid Cap

FMDE • ARCA

Fidelity Enhanced Mid Cap is an exchange-traded fund on ARCA. As of Q3 2025, 188 institutional investors hold shares in this ETF, with total holdings valued at $1.8B. FMR LLC is the largest holder with a position valued at $332.8M.

Overview

Overview of institutional ownership in FMDE as of Q3 2025

All Institutions

Institutions: 188
Value Held: $1.8B
Shares Held: 49.7M
Avg Position: $9.6M
Median Position: $633.2K

Hedge Funds

Hedge Funds: 2
Value Held: $3.5M
Shares Held: 96.7K
Avg Position: $1.7M
Median Position: $1.7M

Biggest Investors

Institutions with the largest positions in FMDE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$332.8M 0.02% of portfolio	9.2M shares	Q4 2023 Held for 1y 11m	$1.92T
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$251.6M 0.17% of portfolio	7.0M shares	Q4 2023 Held for 1y 11m	$149.83B
L LPL Financial LLC Institution	-	$139.4M 0.04% of portfolio	3.9M shares	Q4 2023 Held for 1y 11m	$340.07B
H HUNTINGTON NATIONAL BANK Long Only Manager	Samuel Huntington Ellis Managing Partner	$97.8M 0.60% of portfolio	2.7M shares	Q1 2024 Held for 1y 8m	$16.2B
A Advisor Group Holdings, Inc. Institution	-	$76.6M 0.11% of portfolio	2.1M shares	Q4 2023 Held for 1y 11m	$71.0B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$76.3M 0.02% of portfolio	2.1M shares	Q4 2024 Held for 11 months	$310.43B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$73.1M 0.02% of portfolio	2.0M shares	Q1 2025 Held for 8 months	$433.11B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$65.2M 0.01% of portfolio	1.8M shares	Q1 2024 Held for 1y 8m	$488.50B
Capital Analysts, Inc. RIA/Wealth	Susan Mary Oberlies President	$65.0M 1.99% of portfolio	1.8M shares	Q4 2024 Held for 11 months	$3.3B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$53.6M 0.02% of portfolio	1.5M shares	Q4 2023 Held for 1y 11m	$341.99B

Net Capital Flow

Institutional buying and selling activity for FMDE in Q3 2025

Traded: +$602.9M
Buyers: 141
Sellers: 33
Total Bought: +$623.9M
Total Sold: −$21.0M
Avg Position: $9.1M

Biggest Buyers

Institution	Net Bought	Current Position
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$168.0M +4.6M shares	$251.6M 7.0M shares
AMERIPRISE FINANCIAL INC Institution	+$72.3M +2.0M shares	$73.1M 2.0M shares
L LPL Financial LLC Institution	+$45.2M +1.3M shares	$139.4M 3.9M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$40.7M +1.1M shares	$76.3M 2.1M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$30.3M +836.8K shares	$53.6M 1.5M shares
WELLS FARGO & COMPANY/MN Institution	+$24.5M +678.4K shares	$65.2M 1.8M shares
Armor Investment Advisors, LLC RIA/Wealth	+$21.8M +604.4K shares	$22.6M 625.8K shares
Cetera Investment Advisers RIA/Wealth	+$21.8M +604.1K shares	$38.0M 1.1M shares
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth	+$18.2M +504.6K shares	$18.2M 504.6K shares
A Advisor Group Holdings, Inc. Institution	+$16.1M +446.6K shares	$76.6M 2.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
Richard P Slaughter Associates Inc RIA/Wealth	−$9.0M −249.6K shares	$39.1M 1.1M shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	−$3.4M −97.6K shares	Sold Off 0 shares
FMR LLC Institution	−$2.0M −55.1K shares	$332.8M 9.2M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.6M −43.8K shares	$941.0K 26.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$970.5K −28.2K shares	Sold Off 0 shares
Evanson Asset Management, LLC RIA/Wealth	−$735.9K −21.4K shares	Sold Off 0 shares
Glenmede Investment Management, LP Long Only Manager	−$560.1K −16.3K shares	Sold Off 0 shares
Mount Yale Investment Advisors, LLC RIA/Wealth	−$548.2K −15.9K shares	Sold Off 0 shares
Net Worth Advisory Group RIA/Wealth	−$444.7K −12.9K shares	Sold Off 0 shares
R Resources Investment Advisors, Inc. Pension/Endowment	−$330.3K −9.1K shares	$6.6M 181.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FMDE in Q3 2025

New Positions: 36
New Value: $68.8M
Exited Positions: 9
Exited Value: $6.8M

New Positions

Institution	Position Value
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth	$18.2M 504.6K shares
Waterway Wealth Management, LLC RIA/Wealth	$12.4M 363.0K shares
Prosperity Consulting Group, LLC RIA/Wealth	$8.4M 231.6K shares
LEVEL FOUR ADVISORY SERVICES, LLC RIA/Wealth	$4.0M 109.8K shares
TrueWealth Advisors, LLC RIA/Wealth	$3.8M 106.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$2.9M 79.1K shares
CENTAURUS FINANCIAL, INC. RIA/Wealth	$2.7M 74.6K shares
Founders Financial Alliance, LLC RIA/Wealth	$2.6M 72.9K shares
Integrated Wealth Concepts LLC RIA/Wealth	$2.4M 66.6K shares
C Cornell Pochily Investment Advisors, Inc. RIA/Wealth	$2.0M 55.2K shares

Exited Positions

Institution	Previous Position
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$3.4M 97.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$970.5K 28.2K shares
Evanson Asset Management, LLC RIA/Wealth	$735.9K 21.4K shares
Glenmede Investment Management, LP Long Only Manager	$560.1K 16.3K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$548.2K 15.9K shares
Net Worth Advisory Group RIA/Wealth	$444.7K 12.9K shares
Main Street Financial Solutions, LLC RIA/Wealth	$204.8K 6.0K shares
Kiker Wealth Management, LLC RIA/Wealth	$20.4K 593.0 shares
J JONES FINANCIAL COMPANIES LLLP Institution	$1.9K 56.0 shares

Options Activity

Institutions with the largest Call and Put options positions in FMDE 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 FMDE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Richard P Slaughter Associates Inc RIA/Wealth	Brooks Collier Slaughter President	8.43% $39.1M	1.1M shares	Q1 2025 Held for 8 months	$464.2M
Armor Investment Advisors, LLC RIA/Wealth	John Vietor Purrington CEO	7.22% $22.6M	625.8K shares	Q2 2025 Held for 5 months	$313.2M
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth	Justin Trent Mitchell Partner	5.03% $18.2M	504.6K shares	Q3 2025 Held for 2 months	$363.0M
MARSHALL INVESTMENT MANAGEMENT, LLC RIA/Wealth	Dennis Edward Marshall President	4.66% $8.8M	243.3K shares	Q1 2025 Held for 8 months	$188.9M
Aspen Wealth Strategies, LLC RIA/Wealth	Amber Kelly Anderson CEO	3.60% $6.4M	177.7K shares	Q1 2025 Held for 8 months	$178.6M
Broadway Wealth Solutions, Inc. RIA/Wealth	Christian Ray Escamilla CEO	3.28% $5.8M	161.8K shares	Q2 2025 Held for 5 months	$178.3M
KFG WEALTH MANAGEMENT, LLC RIA/Wealth	Kevin Sidney Korhorn President	3.01% $20.5M	567.6K shares	Q3 2024 Held for 1y 2m	$681.3M
Waterway Wealth Management, LLC RIA/Wealth	Daniel Paul Michalk Managing Partner	2.95% $12.4M	363.0K shares	Q3 2025 Held for 2 months	$419.3M
M Mayfair Advisory Group, LLC RIA/Wealth	William Michael May Owner	2.30% $5.4M	148.1K shares	Q2 2025 Held for 5 months	$233.1M
F FMA Wealth Management, LLC RIA/Wealth	James Marc Morris Managing Partner	2.19% $3.2M	88.2K shares	Q3 2024 Held for 1y 2m	$145.5M

Hedge Fund Spotlight

Discover hedge funds investing in FMDE

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,252
Last Reported: Q3 2025

Sector Allocation

Position in Fidelity Enhanced Mid Cap

Market Value: $2.9M
Shares Held: 79.1K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%