Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE - Get Free Report) saw a significant growth in short interest in February. As of February 27th, there was short interest totaling 284,912 shares, a growth of 83.3% from the February 12th total of 155,414 shares. Based on an average trading volume of 691,262 shares, the short-interest ratio is
2025 has thrown plenty of curveballs at investors, from tariff uncertainty to potential stagflation and many risks in between. That has seen some market segments do well after years of underperformance.
2025 has thrown plenty of curveballs at investors, from tariff uncertainty to potential stagflation and many risks in between. That has seen some market segments do well after years of underperformance.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 15,161 | $495,438.45 | $614,475.33 | $119,036.88 | 24.03% |
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 12,930 | $469,762.56 | $524,052.9 | $54,290.34 | 11.56% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 16,865 | $584,658.14 | $681,261.67 | $96,603.53 | 16.52% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 585 | $21,148 | $23,628.15 | $2,480.15 | 11.73% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 53,797 | $1.84M | $2.17M | $333,503.55 | 18.13% |
| ARCA Exchange | US Country |
FMDE is an investment entity focused on capital appreciation by primarily targeting common stocks within the Russell Midcap Index. This benchmark is a market capitalization-weighted index, designed to reflect the performance of the mid-cap sector of the US equity market, which comprises companies with a medium market capitalization. FMDE's investment strategy is not limited to US stocks but extends to include foreign stocks, thereby diversifying its investment portfolio. The fund aims to provide a total return that exceeds that of its benchmark Index through a computer-aided, quantitative analysis approach. This method analyzes various factors such as historical valuation, growth, and profitability. Furthermore, FMDE employs securities lending as a supplementary income-generating strategy. Notably, FMDE transitioned from a mutual fund, previously known as Fidelity Mid Cap Enhanced Index Fund, into an actively managed ETF, commencing its operations with $1.33 billion in net assets. This strategic shift signifies FMDE's adaptive and proactive approach in seeking enhanced capital appreciation for its investors.
FMDE invests mainly in common stocks represented within the Russell Midcap Index. This market capitalization-weighted index is curated to showcase the performance of the mid-cap sector of the US equity market. FMDE’s strategic focus on this segment aims to capitalize on the growth potential of medium-sized companies.
Expanding beyond the US mid-cap stocks, the fund also incorporates foreign stocks into its portfolio. This diversification strategy is designed to capture growth opportunities in international markets, potentially reducing the risk associated with concentrating investments in a single country's equity market.
Utilizing a sophisticated computer-aided, quantitative analysis, FMDE evaluates a wide range of factors, including historical valuation, growth, profitability, and more, to make investment decisions. This analytical approach aids in identifying stocks that are likely to provide superior returns compared to their peers.
In addition to its capital growth strategies, FMDE engages in securities lending. This involves lending out securities to other parties in exchange for a fee, acting as an additional income stream for the fund. It’s a strategy to enhance the overall returns for the fund’s investors.
FMDE has successfully transitioned from the Fidelity Mid Cap Enhanced Index Fund, a mutual fund, to an actively managed ETF. This transformation allows for greater flexibility in investment strategies and potentially lower costs for investors, marking a significant evolution in the fund’s approach to achieving its capital appreciation aims.