Fidelity Hedged Equity ETF
FHEQ
59 hedge funds and large institutions have $782M invested in Fidelity Hedged Equity ETF in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
7% more funds holding
Funds holding: 55 → 59 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.1% less ownership
Funds ownership: 89.44% → 87.33% (-2.1%)
21% less capital inflows, than outflows
Capital inflows: $87.4M | Capital outflows: $110M
63% less call options, than puts
Call options by funds: $28K | Put options by funds: $75K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
+$28.5M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$20.3M |
| 3 |
Great Valley Advisor Group
Wilmington,
Delaware
|
+$12.1M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$5.62M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$91M |
| 2 |
Morgan Stanley
New York
|
-$5.62M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$4.54M |
| 4 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
-$3.66M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.61M |
FHEQ Hedge Fund Activity: Q2 2026 in Review
59 of the 8,360 institutional investors tracked by Wall St. Rank reported a position in Fidelity Hedged Equity ETF (FHEQ) for Q2 2026, worth a combined $782M — up 7.3% from $729M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FHEQ positions and 7 closed out — a net gain of 6 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was CGC Financial Services, opening a new position worth an estimated $28.5M. The largest seller was Fidelity Investments, cutting an estimated $91M.
- 59 institutional investors held Fidelity Hedged Equity ETF (FHEQ) as of Q2 2026, up from 55 in Q1 2026.
- Funds reported $782M of Fidelity Hedged Equity ETF stock for Q2 2026, up 7.3% quarter-over-quarter.
- 13 funds opened new Fidelity Hedged Equity ETF positions in Q2 2026 and 7 closed out, a net change of +6 holders.
- The largest Fidelity Hedged Equity ETF buyer in Q2 2026 was CGC Financial Services, an estimated $28.5M added.
- The largest Fidelity Hedged Equity ETF seller in Q2 2026 was Fidelity Investments, an estimated $91M sold.
Based on aggregated 13F filings for Q2 2026.