Holos Integrated Wealth LLC Buys New Shares in Fidelity Enhanced Small Cap ETF $FESM

Holos Integrated Wealth LLC purchased a new stake in Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 143,571 shares of the company’s stock, valued at approximately $5,464,000. Fidelity Enhanced Small Cap ETF accounts for about 3.1% of Holos Integrated Wealth LLC’s investment portfolio, making the stock its 13th largest position. Holos Integrated Wealth LLC owned approximately 0.16% of Fidelity Enhanced Small Cap ETF as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. JPMorgan Chase & Co. raised its position in shares of Fidelity Enhanced Small Cap ETF by 9,180.0% during the third quarter. JPMorgan Chase & Co. now owns 4,640 shares of the company’s stock valued at $170,000 after buying an additional 4,590 shares during the last quarter. Sunbelt Securities Inc. lifted its stake in shares of Fidelity Enhanced Small Cap ETF by 90.0% in the third quarter. Sunbelt Securities Inc. now owns 21,853 shares of the company’s stock valued at $799,000 after buying an additional 10,351 shares during the period. Advisory Services Network LLC acquired a new stake in Fidelity Enhanced Small Cap ETF during the third quarter worth about $155,000. Eaton Financial Holdings Company LLC grew its position in Fidelity Enhanced Small Cap ETF by 4.7% during the third quarter. Eaton Financial Holdings Company LLC now owns 21,120 shares of the company’s stock worth $772,000 after buying an additional 945 shares in the last quarter. Finally, OmniStar Financial Group Inc. increased its stake in Fidelity Enhanced Small Cap ETF by 6.0% during the third quarter. OmniStar Financial Group Inc. now owns 18,250 shares of the company’s stock valued at $667,000 after acquiring an additional 1,026 shares during the period.

Fidelity Enhanced Small Cap ETF Stock Up 0.7%

Fidelity Enhanced Small Cap ETF stock opened at $37.96 on Friday. The business has a 50 day moving average price of $39.70 and a two-hundred day moving average price of $38.03. Fidelity Enhanced Small Cap ETF has a 12 month low of $25.19 and a 12 month high of $41.28. The stock has a market cap of $3.63 billion, a price-to-earnings ratio of 16.78 and a beta of 1.48.

About Fidelity Enhanced Small Cap ETF

The Fidelity Enhanced Small Cap ETF (FESM) is an exchange-traded fund that mostly invests in small-cap stocks. The fund is an actively managed fund that invests in US, small-cap companies. Stock selection is based on computer-aided analysis, which chooses stocks belonging to the Russel 2000 Index. FESM was launched on Dec 20, 2007 and is issued by Fidelity.