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Fidelity Hedged Equity ETF

45 hedge funds and large institutions have $666M invested in Fidelity Hedged Equity ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$509M
KeyBank National Association
2
KeyBank National Association
Ohio
$34.5M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.3M
MML Investors Services
4
MML Investors Services
Massachusetts
$12.1M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.3M
GVAG
6
Great Valley Advisor Group
Delaware
$11M
Stifel Financial
7
Stifel Financial
Missouri
$10.8M
Truist Financial
8
Truist Financial
North Carolina
$8.43M
KAS
9
Kestra Advisory Services
Texas
$5.06M
ACA
10
Aptus Capital Advisors
Alabama
$4.68M
HighTower Advisors
11
HighTower Advisors
Illinois
$4.32M
SS
12
Sunbelt Securities
Texas
$4.02M
AC
13
Anson Capital
Georgia
$3.69M
WQ
14
Wealth Quarterback
New Jersey
$3.66M
CCML
15
CFO CAPITAL MANAGEMENT LLC
Connecticut
$3.26M
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$3.12M
Raymond James Financial
17
Raymond James Financial
Florida
$2.65M
PCIA
18
Prime Capital Investment Advisors
Kansas
$2.59M
IIM
19
InTrack Investment Management
Vermont
$2.12M
Osaic Holdings
20
Osaic Holdings
Arizona
$2.02M
DFG
21
Demars Financial Group
Washington
$1.87M
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.86M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.29M
GPWM
24
Grant Private Wealth Management
California
$1.19M
CFS
25
CRA Financial Services
New Jersey
$1.07M