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Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

$32.29
+0.32 (+1.00%)
(As of 12:50 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$24.34M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$725.80K
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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
10/30/2024 Geneva Partners LLC18,775$604K0.3%N/A0.096%
10/23/2024 Brighton Jones LLC8,175$263K0.0%N/A0.042%
10/17/2024OmniStar Financial Group Inc.14,760$476K0.4%+10.2%0.076%
10/15/2024 FMA Wealth Management LLC86,206$2.77M2.0%N/A0.442%
10/15/2024 Keystone 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%
8/7/2024 PFG Investments LLC8,225$239K0.0%N/A0.042%
7/31/2024Commonwealth Equity Services LLC612,902$17.83M0.0%+103.3%3.140%
7/13/2024 Keystone 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%
4/12/2024 Keystone 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%
2/6/2024 Lincoln National Corp13,131$370K0.0%N/A0.000%
2/6/2024 Concord 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, 18 institutional investors and hedge funds held shares of Fidelity Enhanced Small Cap ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($17.83M), Envestnet Asset Management Inc. ($5.99M), FMA Wealth Management LLC ($2.77M), Keystone Wealth Services LLC ($1.29M), Geneva Partners LLC ($604K), Northwestern Mutual Wealth Management Co. ($478K), and OmniStar Financial Group Inc. ($476K).Learn more on FESM's institutional investors.

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

Of the 17 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: Commonwealth Equity Services LLC ($396.86K), Envestnet Asset Management Inc. ($184.21K), FMA Wealth Management LLC ($86.21K), Keystone Wealth Services LLC ($42.86K), Traynor Capital Management Inc. ($27.40K), Geneva Partners LLC ($18.78K), and Northwestern Mutual Wealth Management Co. ($13.36K).

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

Institutional investors have bought a total of 822,315 shares in the last 24 months. This purchase volume represents approximately $24.34M 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: Traynor Capital Management Inc. ($20.25K), Keystone Wealth Services LLC ($2.69K), Larson Financial Group LLC ($657.00), and Sunbelt Securities Inc. ($378.00).

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

Institutional investors have sold a total of 23,975 shares in the last 24 months. This volume of shares sold represents approximately $725.80K in transactions.



This page (NYSEARCA:FESM) was last updated on 11/4/2024 by MarketBeat.com Staff
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