JY
FHEQ icon

Jeff Yass’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Jeff Yass’s Portfolio FHEQ Stock Details FHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,383
Closed -$422K – 13636
2024
Q4 		$422K Buy
15,383
+896
+6% +$24.8K ﹤0.01% 9088
2024
Q3 		$392K Buy
+14,487
New +$380K ﹤0.01% 9036

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jeff Yass's FHEQ Position: Q1 2025 in Review

Jeff Yass sold out of Fidelity Hedged Equity ETF (FHEQ) in Q1 2025, closing a stake of 15,383 shares — an estimated $422K sold.

Jeff Yass first reported a position in FHEQ in Q3 2024 and held it in 2 quarters. The position peaked at $422K in Q4 2024. 14 funds tracked by Wall St. Rank hold FHEQ as of Q1 2025.

  • Jeff Yass reported no remaining Fidelity Hedged Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Jeff Yass sold 15,383 Fidelity Hedged Equity ETF shares in Q1 2025, an estimated $422K.
  • Jeff Yass first reported a position in Fidelity Hedged Equity ETF in Q3 2024 and held it in 2 quarters.
  • Jeff Yass's Fidelity Hedged Equity ETF position peaked at $422K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q1 2025.

Based on Susquehanna International Group's 13F filing for Q1 2025, filed 14 May 2025.