Fidelity Hedged Equity ETF
FHEQ
28 hedge funds and large institutions have $479M invested in Fidelity Hedged Equity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
40% more funds holding
Funds holding: 20 → 28 (+8)
19% more capital invested
Capital invested by funds: $403M → $479M (+$76.8M)
13.33% more ownership
Funds ownership: 78.03% → 91.36% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$10.9M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$8.02M |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$3.38M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.11M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$787K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$766K |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
-$293K |
| 5 |
Goldman Sachs
New York
|
-$232K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RF
26
Roxbury Financial
Mount Arlington,
New Jersey
| $187K | +$118K | +3,998 | +190% |
|
|
AAS
27
Ameritas Advisory Services
Lincoln,
Nebraska
| $26.9K | +$25.9K | +876 | New |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7.12K | +$6.87K | +232 | New |
|
|
29
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$787K | -27,295 | Closed |
|
|
OMC
30
Old Mission Capital
Chicago,
Illinois
| – | -$766K | -26,595 | Closed |
|
|
DIM
31
Delta Investment Management
San Francisco,
California
| – | -$293K | -10,151 | Closed |
|
|
32
Goldman Sachs
New York
| – | -$232K | -8,044 | Closed |
|
|
BFP
33
Briaud Financial Planning
College Station,
Texas
| – | -$39K | -1,361 | Closed |
|
FHEQ Hedge Fund Activity: Q3 2025 in Review
28 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Hedged Equity ETF (FHEQ) for Q3 2025, worth a combined $479M — up 19% from $403M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FHEQ positions and 5 closed out — a net gain of 8 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $20.7M. The largest seller was Fidelity Investments, cutting an estimated $1.11M.
- 28 institutional investors held Fidelity Hedged Equity ETF (FHEQ) as of Q3 2025, up from 20 in Q2 2025.
- Funds reported $479M of Fidelity Hedged Equity ETF stock for Q3 2025, up 19% quarter-over-quarter.
- 13 funds opened new Fidelity Hedged Equity ETF positions in Q3 2025 and 5 closed out, a net change of +8 holders.
- The largest Fidelity Hedged Equity ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $20.7M added.
- The largest Fidelity Hedged Equity ETF seller in Q3 2025 was Fidelity Investments, an estimated $1.11M sold.
Based on aggregated 13F filings for Q3 2025.