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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
+$18.6M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$11.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.86M |
| 4 |
Morgan Stanley
New York
|
+$5.33M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.12M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$952K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$735K |
| 4 |
Jane Street
New York
|
-$632K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$596K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
51
Steward Partners Investment Advisory
New York
| $49.8K | +$51.8K | +1,693 | New |
|
|
HNW
52
High Note Wealth
Deephaven,
Minnesota
| $44K | – | – | – |
|
|
HIW
53
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| $2.25K | +$2.33K | +76 | New |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| $912 | +$949 | +31 | New |
|
|
SWM
55
Spire Wealth Management
Mclean,
Virginia
| $706 | +$735 | +24 | New |
|
|
56
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$3.12M | -100,900 | Closed |
|
|
NA
57
NewEdge Advisors
New Orleans,
Louisiana
| – | -$735K | -23,788 | Closed |
|
|
58
Jane Street
New York
| – | -$632K | -20,455 | Closed |
|
|
OMC
59
Old Mission Capital
Chicago,
Illinois
| – | -$596K | -19,267 | Closed |
|
|
TR
60
Tepp RIA
Westfield,
New Jersey
| – | -$304K | -9,820 | Closed |
|
|
LWANC
61
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$98.9K | -3,200 | Closed |
|
62
Bank of America
Charlotte,
North Carolina
| – | -$50.8K | -1,645 | Closed |
|
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.