Fidelity Enhanced Small Cap ETFFESM
FESM
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
380% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 5
284% more capital invested
Capital invested by funds: $95.1M [Q2] → $365M (+$270M) [Q3]
22.38% more ownership
Funds ownership: 16.57% [Q2] → 38.95% (+22.38%) [Q3]
2% less funds holding
Funds holding: 41 [Q2] → 40 (-1) [Q3]
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Research analyst outlook
We haven’t received any recent analyst ratings for FESM.
Financial journalist opinion
Positive
ETF Trends
2 months ago
6 ETFs to Enhance Your Equity Portfolio
While some debate the merits of active versus passive investment, advisors and investors no longer have to choose one over the other. The Fidelity Enhanced ETFs offer the best of both worlds by providing exposures similar to core equity benchmarks but with the benefits of active management.
Positive
ETF Trends
2 months ago
Rate Cuts Benefit These 2 Equity Categories
Interest rate cuts historically benefit equities, resulting in outperformance for the next year after the initial rate cut. Pockets of more pronounced opportunity may exist within stocks for investors in a declining rate environment.
Positive
ETF Trends
2 months ago
3 ETFs to Harness Small-Cap Rebound Potential in Falling Rates
As the Federal Reserve turned its eye from inflation to protecting the labor market at August's Jackson Hole meeting, markets rose in hopes of rate cuts beginning at the end of the third quarter. A falling rate environment may prove particularly supportive for small-cap stocks.
Positive
ETF Trends
3 months ago
Fidelity Offers Core Equity Exposure with Active Benefits
Many funds exist for equity investors, but few combine the benefits of core exposures alongside active management. The Fidelity Enhanced ETF suite seeks to outperform its benchmarks through its active strategy.
Neutral
Seeking Alpha
3 months ago
FESM: Not Impressed With This Enhanced Small Cap Blend ETF
FESM recently reorganized into an ETF with a 0.28% expense ratio, but this enhanced small-cap fund has an extensive track record dating back to December 2007. This analysis reveals returns that were better than Russell 2000 Index ETFs like IWM but worse than S&P SmallCap 600 Index ETFs like SPSM. The strategy supposedly improves the quality of the Russell 2000 Index, but I found the improvements negligible. However, its value and growth features are impressive, albeit could be temporary.
Positive
ETF Trends
4 months ago
3 Funds for Bullish SMID Investors
Small cap stocks experienced a flux of inflows in mid-July as investor rate cut hopes soared. Fidelity offers three actively managed ETFs for investors looking for opportunity in the SMID (small and mid cap) space.
Positive
ETF Trends
6 months ago
Whichever Direction Rates Move, Consider Looking to Fidelity ETFs
The debate around economic resilience and the direction of inflation and interest rates continues into summer. Fidelity offers an array of ETFs to reflect your portfolio's position on the path of interest rates looking ahead.
Positive
ETF Trends
7 months ago
The Potential Benefits of Fidelity's Enhanced ETF Core Equity Suite
A plethora of strategies exist for investors looking for core equity exposure, but investors may want to consider the Fidelity Enhanced ETF equity suite. These ETFs, converted from mutual funds last November, carried over 15 years of trading for the strategies while seeking to outperform their various benchmarks.
Positive
ETF Trends
1 year ago
ETF 360: Fidelity Enters the Ring With Enhanced ETFs
The latest ETF 360 features Fidelity's Mike Hagopian in conversation with VettaFi's Head of Research Todd Rosenbluth about the new Fidelity Enhanced ETF suite. These ETFs are designed to give investors core equity exposure.
Positive
ETF Trends
1 year ago
Fidelity Launches Six Active Equity ETF Conversions
Fidelity Investments has completed six mutual-fund-to-ETF conversions, bringing its total ETF roster to 64 total ETFs.
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