Fidelity Hedged Equity ETF
FHEQ
Market cap $517M

28.89 USD

-0.10

0.34%

At close Jul 11, 4:00 PM EDT

1 day

-0.34%

5 days

-0.41%

1 month

2.63%

3 months

10.69%

6 months

5.71%

Year to date

5.28%

1 year

9.60%

5 years

15.75%

10 years

15.75%

0

Funds holding %

of 7,312 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

8.47% more ownership

Funds ownership: 98.09% [Q4 2024] → 106.56% (+8.47%) [Q1 2025]

8% more funds holding

Funds holding: 13 [Q4 2024] → 14 (+1) [Q1 2025]

9% less capital invested

Capital invested by funds: $459M [Q4 2024] → $416M (-$43.4M) [Q1 2025]

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Research analyst outlook

We haven’t received any recent analyst ratings for FHEQ.

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Financial journalist opinion

Why Active Management is Key for Options-Based ETFs

Investing in options-based ETFs can be a powerful way to pursue capital appreciation while aiming for reduced volatility and protection against market downturns. However, the unique nature of options may make active management particularly beneficial due to options having a finite lifespan and sensitivity to market movements.

Why Active Management is Key for Options-Based ETFs

Fidelity's Hedged Equity ETF Offered Downside Protection in Recent Downturn

In an investment landscape often characterized by unpredictable market swings, investors continually seek strategies that offer growth potential and help mitigate volatility. Fidelity Investments' hedged equity ETF emerges as a compelling solution.

Fidelity's Hedged Equity ETF Offered Downside Protection in Recent Downturn

Fidelity Adds Managed Futures ETF to Alternatives Lineup

Fidelity Investments has expanded its offerings of alternative investments with the addition of a managed futures ETF. Fidelity launched the Fidelity Managed Futures ETF (FFUT) on The Nasdaq Stock Market LLC on June 5.

Fidelity Adds Managed Futures ETF to Alternatives Lineup

ETF Prime: Rosenbluth Gives the Scoop on Active ETFs & Share Class Structure

On this week's episode of ETF Prime, VettaFi's Head of Research Todd Rosenbluth discusses the rise of active ETFs and anticipated ETF share class structure. Later, Fidelity's Eric Granat and Christine Thorpe spotlight the Fidelity Hedged Equity ETF (FHEQ) and the Fidelity Total Bond ETF (FBND).

ETF Prime: Rosenbluth Gives the Scoop on Active ETFs & Share Class Structure

Fidelity Adds Managed Futures ETF to Alternatives Lineup

Fidelity Investments has expanded its offerings of alternative investments with the addition of a managed futures ETF. Fidelity launched the Fidelity Managed Futures ETF (FFUT) on Nasdaq/NMS Global Market on June 5.

Fidelity Adds Managed Futures ETF to Alternatives Lineup

FHEQ: Finally, A Hedged ETF That Gets It

Fidelity Hedged Equity ETF is one of the better structured, yet simpler ETFs that try to take the risk out of taking a risk. The fund combines a modified S&P 500 stock mix with "laddered" put options to offer upside with limited downside. This is along the lines of how I think about investing in general: take risk but define the worst-case outcome when possible. FHEQ does a nice job of that.

FHEQ: Finally, A Hedged ETF That Gets It

Record ETF Launches: Derivatives Storm the Scene

The ETF landscape grows ever more saturated, with more than 1,000 new product launches in the first seven months of the year. That's a record amount of new issuance.

Record ETF Launches: Derivatives Storm the Scene

2024's ETF Relay: Yield, Protection, Crypto Share The Podium

Through Q2, there has been a record number of new US ETFs on a rolling four-quarter basis. Fund issuers have met investors' demand for high-income equity ETFs, covered-call products, defined-outcome strategies, and single-stock funds. 2024 has also been the year of crypto ETFs, and funds tracking spot Ether recently began trading.

2024's ETF Relay: Yield, Protection, Crypto Share The Podium

Concerned About Market Valuation? Protect the Downside

The Vanguard S&P 500 ETF (VOO), was up 14% as of July 26, near its all-time high. With four months to go, VOO has already set a new calendar year record with $51 billion of net inflows.

Concerned About Market Valuation? Protect the Downside

3 Options Strategies for Equity Investing

Options-based strategies remain popular with equity investors in a year of ongoing market volatility and uncertainty. Advisors and investors need look no further than the recently launched Fidelity options-based ETFs for their equity investing needs.

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