Fidelity Hedged Equity ETF
FHEQ
8 hedge funds and large institutions have $468M invested in Fidelity Hedged Equity ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding
Funds holding: 4 → 8 (+4)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
2% more capital invested
Capital invested by funds: $459M → $468M (+$9.27M)
1.29% less ownership
Funds ownership: 99.75% → 98.46% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$750K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$748K |
| 3 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$725K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$512K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Fidelity Investments
Boston,
Massachusetts
| $464M | -$14.6M | -555,457 | -3% |
|
|
2
MML Investors Services
Springfield,
Massachusetts
| $1.24M | +$750K | +28,563 | +166% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1.23M | +$748K | +28,487 | +166% |
|
|
SWM
4
Sugarloaf Wealth Management
Duluth,
Georgia
| $747K | +$725K | +27,615 | New |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $528K | +$512K | +19,508 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $392K | +$380K | +14,487 | New |
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $264K | +$256K | +9,753 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $32K | +$30.6K | +1,166 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$1.16K | -45 | Closed |
|
FHEQ Hedge Fund Activity: Q3 2024 in Review
8 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity Hedged Equity ETF (FHEQ) for Q3 2024, worth a combined $468M — up 2% from $459M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FHEQ positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was MML Investors Services, adding an estimated $750K. The largest seller was Fidelity Investments, cutting an estimated $14.6M.
- 8 institutional investors held Fidelity Hedged Equity ETF (FHEQ) as of Q3 2024, up from 4 in Q2 2024.
- Funds reported $468M of Fidelity Hedged Equity ETF stock for Q3 2024, up 2% quarter-over-quarter.
- 5 funds opened new Fidelity Hedged Equity ETF positions in Q3 2024 and 1 closed out, a net change of +4 holders.
- The largest Fidelity Hedged Equity ETF buyer in Q3 2024 was MML Investors Services, an estimated $750K added.
- The largest Fidelity Hedged Equity ETF seller in Q3 2024 was Fidelity Investments, an estimated $14.6M sold.
Based on aggregated 13F filings for Q3 2024.