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Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

$34.06 +0.69 (+2.07%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$234.98M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$4.94M
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FESM Institutional Buying and Selling by Quarter

Fidelity Enhanced Small Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Flagship Harbor Advisors LLC6,208$201K0.0%N/A0.032%
1/21/2025Cornerstone Wealth Management LLC6,500$210K0.0%N/A0.033%
1/21/2025Lincoln Capital Corp77,057$2.49M1.0%N/A0.395%
1/13/2025 AdvisorNet Financial Inc2,213$72K0.0%+471.8%0.011%
12/12/2024Brass Tax Wealth Management Inc.11,565$372K0.1%N/A0.059%
11/18/2024Sunbelt Securities Inc.11,447$368K0.0%-2.9%0.059%
11/15/2024MML Investors Services LLC60,545$1.95M0.0%+14.4%0.310%
11/15/2024Stifel Financial Corp11,305$364K0.0%-92.0%0.058%
11/15/2024HighTower Advisors LLC10,233$330K0.0%+8.7%0.052%
11/13/2024FMR LLC8,310,807$267.40M0.0%+344.3%42.576%
11/5/2024Harbour Investments Inc.19,159$616K0.0%+1,690.6%0.098%
10/30/2024Geneva Partners LLC18,775$604K0.3%N/A0.096%
10/23/2024Brighton Jones LLC8,175$263K0.0%N/A0.042%
10/17/2024OmniStar Financial Group Inc.14,760$476K0.4%+10.2%0.076%
10/15/2024FMA Wealth Management LLC86,206$2.77M2.0%N/A0.442%
10/15/2024Keystone Wealth Services LLC40,170$1.29M0.4%-6.3%0.206%
8/16/2024Sunbelt Securities Inc.11,787$343K0.0%-3.1%0.060%
8/16/2024Northwestern Mutual Wealth Management Co.16,423$478K0.0%+436.3%0.084%
8/8/2024Envestnet Asset Management Inc.205,988$5.99M0.0%+846.0%1.055%
8/7/2024PFG Investments LLC8,225$239K0.0%N/A0.042%
7/31/2024Commonwealth Equity Services LLC612,902$17.83M0.0%+103.3%3.140%
7/13/2024Keystone Wealth Services LLC42,857$1.25M0.4%+13.6%0.220%
5/3/2024Larson Financial Group LLC1,031$31K0.0%-38.9%0.005%
5/1/2024 Janney Montgomery Scott LLC13,897$418K0.0%+20.0%0.071%
4/29/2024Commonwealth Equity Services LLC301,550$9.06M0.0%+39.6%1.545%
4/12/2024Keystone Wealth Services LLC37,716$1.13M0.4%N/A0.000%
4/12/2024 Traynor Capital Management Inc.7,151$215K0.0%-73.9%0.000%
2/9/2024EverSource Wealth Advisors LLC1,183$33K0.0%N/A0.000%
2/6/2024Lincoln National Corp13,131$370K0.0%N/A0.000%
2/6/2024Concord Wealth Partners1,549$44K0.0%N/A0.000%
2/1/2024Financial Perspectives Inc10,700$301K0.1%N/A0.000%
2/1/2024Larson Financial Group LLC1,688$48K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC4,315$121K0.0%N/A0.000%
1/18/2024 Traynor Capital Management Inc.27,404$771K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

FESM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FESM shares?

During the previous two years, 28 institutional investors and hedge funds held shares of Fidelity Enhanced Small Cap ETF. The most heavily invested institutionals were FMR LLC ($267.40M), Commonwealth Equity Services LLC ($17.83M), Envestnet Asset Management Inc. ($5.99M), FMA Wealth Management LLC ($2.77M), Lincoln Capital Corp ($2.49M), MML Investors Services LLC ($1.95M), and Keystone Wealth Services LLC ($1.29M).Learn more on FESM's institutional investors.

Which institutional investors have been buying Fidelity Enhanced Small Cap ETF stock?

Of the 26 institutional investors that purchased Fidelity Enhanced Small Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($6.44M), Commonwealth Equity Services LLC ($396.86K), Envestnet Asset Management Inc. ($184.21K), FMA Wealth Management LLC ($86.21K), Lincoln Capital Corp ($77.06K), Keystone Wealth Services LLC ($42.86K), and Traynor Capital Management Inc. ($27.40K).

How much institutional buying is happening at Fidelity Enhanced Small Cap ETF?

Institutional investors have bought a total of 7,392,361 shares in the last 24 months. This purchase volume represents approximately $235.75M in transactions.

Which Fidelity Enhanced Small Cap ETF major shareholders have been selling company stock?

The following institutional investors have sold Fidelity Enhanced Small Cap ETF stock in the last 24 months: Stifel Financial Corp ($130.67K), Traynor Capital Management Inc. ($20.25K), Keystone Wealth Services LLC ($2.69K), Sunbelt Securities Inc. ($718.00), and Larson Financial Group LLC ($657.00).

How much institutional selling is happening at Fidelity Enhanced Small Cap ETF?

Institutional investors have sold a total of 154,986 shares in the last 24 months. This volume of shares sold represents approximately $4.94M in transactions.



This page (NYSEARCA:FESM) was last updated on 1/21/2025 by MarketBeat.com Staff
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