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Fidelity Hedged Equity ETF
FHEQ

55 hedge funds and large institutions have $729M invested in Fidelity Hedged Equity ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 7

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

17% more funds holding

Funds holding: 47 → 55 (+8)

4% more capital invested

Capital invested by funds: $702M → $729M (+$26.8M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.15% less ownership

Funds ownership: 91.59% → 89.44% (-2.1%)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
30
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
+$18.6M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.86M
4
Morgan Stanley
Morgan Stanley
New York
+$5.33M
5
Stifel Financial
Stifel Financial
Missouri
+$4.65M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.12M
2
Truist Financial
Truist Financial
North Carolina
-$952K
3
NA
NewEdge Advisors
Louisiana
-$735K
4
Jane Street
Jane Street
New York
-$632K
5
OMC
Old Mission Capital
Illinois
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
26
Demars Financial Group
Washington
$1.23M -$570K -18,628 -31%
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$1.02M +$90.9K +2,969 +9%
GPWM
28
Grant Private Wealth Management
California
$1.02M -$118K -3,850 -10%
CFS
29
CRA Financial Services
New Jersey
$1.01M -$15.3K -500 -1%
HI
30
Harbour Investments
Wisconsin
$937K +$975K +31,847 New
BCM
31
Brookstone Capital Management
Illinois
$653K +$470K +15,335 +223%
IFG
32
Independent Financial Group
California
$646K +$672K +21,953 New
PWA
33
Peterson Wealth Advisors
Utah
$622K -$335K -10,956 -34%
SWMP
34
Signature Wealth Management Partners
New Jersey
$604K +$385K +12,567 +158%
GTAM
35
Global Trust Asset Management
Florida
$587K +$228K +7,432 +59%
MWP
36
Madison Wealth Partners
Wisconsin
$547K +$89.2K +2,914 +19%
SWP
37
Summit Wealth Partners
Florida
$478K +$99.8K +3,259 +25%
CC
38
Courier Capital
New York
$348K – – –
LPL Financial
39
LPL Financial
California
$327K +$341K +11,127 New
MA
40
Mutual Advisors
Nebraska
$327K +$674 +22 +0.2%
DIM
41
Delta Investment Management
California
$325K +$338K +11,053 New
Lido Advisors
42
Lido Advisors
California
$311K +$324K +10,570 New
BRWA
43
B. Riley Wealth Advisors
Florida
$289K – – –
EFP
44
Elser Financial Planning
Indiana
$279K +$290K +9,484 New
BCG
45
Breakwater Capital Group
New Jersey
$263K +$15.2K +497 +6%
Goldman Sachs
46
Goldman Sachs
New York
$256K +$267K +8,711 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$241K +$251K +8,200 New
Citadel Advisors
48
Citadel Advisors
Florida
$235K +$244K +7,977 New
RF
49
Roxbury Financial
New Jersey
$205K +$367 +12 +0.2%
JP Morgan Chase
50
JP Morgan Chase
New York
$149K +$158K +5,151 New
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FHEQ Hedge Fund Activity: Q1 2026 in Review

55 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Hedged Equity ETF (FHEQ) for Q1 2026, worth a combined $729M — up 3.8% from $702M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FHEQ positions and 7 closed out — a net gain of 8 holders — while 30 added to existing stakes and 7 trimmed.

The largest buyer was KeyBank National Association, adding an estimated $18.6M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $3.12M sold.

  • 55 institutional investors held Fidelity Hedged Equity ETF (FHEQ) as of Q1 2026, up from 47 in Q4 2025.
  • Funds reported $729M of Fidelity Hedged Equity ETF stock for Q1 2026, up 3.8% quarter-over-quarter.
  • 15 funds opened new Fidelity Hedged Equity ETF positions in Q1 2026 and 7 closed out, a net change of +8 holders.
  • The largest Fidelity Hedged Equity ETF buyer in Q1 2026 was KeyBank National Association, an estimated $18.6M added.
  • The largest Fidelity Hedged Equity ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2026.