Fidelity Investments
HEGD icon

Fidelity Investments’s Swan Hedged Equity US Large Cap ETF HEGD Stock Holding History

Fidelity Investments’s Portfolio HEGD Stock Details HEGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1
Closed – – 5453
2022
Q3 		$0 Buy
+1
New +$17 ﹤0.01% 5110
2022
Q2 		– Sell
-2
Closed – – 5172
2022
Q1 		$0 Buy
+2
New +$37 ﹤0.01% 5194

Other funds holding HEGD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's HEGD Position: Q4 2022 in Review

Fidelity Investments sold out of Swan Hedged Equity US Large Cap ETF (HEGD) in Q4 2022, closing a stake of 1 share.

Fidelity Investments first reported a position in HEGD in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 29 funds tracked by Wall St. Rank hold HEGD as of Q4 2022.

  • Fidelity Investments reported no remaining Swan Hedged Equity US Large Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Fidelity Investments sold 1 Swan Hedged Equity US Large Cap ETF share in Q4 2022.
  • Fidelity Investments first reported a position in Swan Hedged Equity US Large Cap ETF in Q1 2022 and held it in 2 quarters.
  • Fidelity Investments's Swan Hedged Equity US Large Cap ETF position peaked at $0 in Q3 2022.
  • 29 funds tracked by Wall St. Rank held Swan Hedged Equity US Large Cap ETF as of Q4 2022.

Based on Fidelity Investments's 13F filing for Q4 2022, filed 13 Feb 2023.