FHEQ icon

Fidelity Hedged Equity ETF

20 hedge funds and large institutions have $403M invested in Fidelity Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
5
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$382M 13,257,651 +50,773 +0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.7M 128,282 +22,649 +21%
AC
3
Anson Capital
Georgia
$3.57M 123,985 -1,076 -0.9%
KAS
4
Kestra Advisory Services
Texas
$2.77M 96,287 +96,287 New
IIM
5
InTrack Investment Management
Vermont
$1.82M 63,300 +63,300 New
DFG
6
Demars Financial Group
Washington
$1.71M 59,274 -1,435,605 -96%
WQ
7
Wealth Quarterback
New Jersey
$1.39M 48,331 +48,331 New
PWA
8
Peterson Wealth Advisors
Utah
$1.03M 35,760 -4,333 -11%
Osaic Holdings
9
Osaic Holdings
Arizona
$965K 33,476 +33,476 New
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$787K 27,295 +27,295 New
OMC
11
Old Mission Capital
Illinois
$766K 26,595 +9,758 +58%
SS
12
Sunbelt Securities
Texas
$441K 16,078 -41 -0.3%
DIM
13
Delta Investment Management
California
$293K 10,151 +10,151 New
BRWA
14
B. Riley Wealth Advisors
Florida
$268K 9,300 +9,300 New
Goldman Sachs
15
Goldman Sachs
New York
$232K 8,044 +8,044 New
BCG
16
Breakwater Capital Group
New Jersey
$210K 7,302 -914 -11%
MWP
17
Madison Wealth Partners
Wisconsin
$203K 7,038 +7,038 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$162K 5,616 +4,058 +260%
RF
19
Roxbury Financial
New Jersey
$60.8K 2,109 +105 +5%
BFP
20
Briaud Financial Planning
Texas
$39K 1,361 +1,361 New
AWM
21
AE Wealth Management
Kansas
-31,566 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-22,864 Closed
MML Investors Services
23
MML Investors Services
Massachusetts
-19,369 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-19,218 Closed