Fidelity Enhanced Small Cap ETF (FESM) Institutional Ownership

$29.26
+0.29 (+1.00%)
(As of 05/6/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$5.46M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$628.35K
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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
5/3/2024 Larson 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%
2/6/2024Concord Wealth Partners1,549$44K0.0%N/A0.000%
2/1/2024 Financial Perspectives Inc10,700$301K0.1%N/A0.000%
2/1/2024 Larson 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, 10 institutional investors and hedge funds held shares of Fidelity Enhanced Small Cap ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($9.06M), Keystone Wealth Services LLC ($1.13M), Janney Montgomery Scott LLC ($418K), Lincoln National Corp ($370K), Financial Perspectives Inc ($301K), Traynor Capital Management Inc. ($215K), and International Assets Investment Management LLC ($121K).Learn more on FESM's institutional investors.

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

Of the 10 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 ($85.50K), Keystone Wealth Services LLC ($37.72K), Traynor Capital Management Inc. ($27.40K), Lincoln National Corp ($13.13K), Financial Perspectives Inc ($10.70K), International Assets Investment Management LLC ($4.32K), and Janney Montgomery Scott LLC ($2.32K).

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

Institutional investors have bought a total of 185,505 shares in the last 24 months. This purchase volume represents approximately $5.46M 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), 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 20,910 shares in the last 24 months. This volume of shares sold represents approximately $628.35K in transactions.


This page (NYSEARCA:FESM) was last updated on 5/6/2024 by MarketBeat.com Staff

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