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Fidelity Hedged Equity ETF
FHEQ

13 hedge funds and large institutions have $459M invested in Fidelity Hedged Equity ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

63% more funds holding

Funds holding: 8 → 13 (+5)

0.37% less ownership

Funds ownership: 98.46% → 98.09% (-0.37%)

2% less capital invested

Capital invested by funds: $468M → $459M (-$8.89M)

Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DIM
Delta Investment Management
California
+$2.19M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.06M
3
Citadel Advisors
Citadel Advisors
Florida
+$619K
4
SWM
Sugarloaf Wealth Management
Georgia
+$570K
5
SS
Sunbelt Securities
Texas
+$445K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.6M
2
MML Investors Services
MML Investors Services
Massachusetts
-$13K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$449M -$21.6M -781,016 -5%
DIM
2
Delta Investment Management
California
$2.17M +$2.19M +78,969 New
SWM
3
Sugarloaf Wealth Management
Georgia
$1.32M +$570K +20,609 +75%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.32M +$1.06M +38,422 +394%
MML Investors Services
5
MML Investors Services
Massachusetts
$1.24M -$13K -470 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.24M -$12.5K -452 -1%
AWM
7
AE Wealth Management
Kansas
$705K +$171K +6,181 +32%
Citadel Advisors
8
Citadel Advisors
Florida
$614K +$619K +22,371 New
SS
9
Sunbelt Securities
Texas
$444K +$445K +16,078 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$422K +$24.8K +896 +6%
EFP
11
Elser Financial Planning
Indiana
$260K +$263K +9,484 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$76K +$44.7K +1,615 +139%
RF
13
Roxbury Financial
New Jersey
$56.2K +$55.4K +2,000 New

FHEQ Hedge Fund Activity: Q4 2024 in Review

13 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity Hedged Equity ETF (FHEQ) for Q4 2024, worth a combined $459M — down 1.9% from $468M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FHEQ positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Delta Investment Management, opening a new position worth an estimated $2.19M. The largest seller was Fidelity Investments, cutting an estimated $21.6M.

  • 13 institutional investors held Fidelity Hedged Equity ETF (FHEQ) as of Q4 2024, up from 8 in Q3 2024.
  • Funds reported $459M of Fidelity Hedged Equity ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 5 funds opened new Fidelity Hedged Equity ETF positions in Q4 2024 and 0 closed out, a net change of +5 holders.
  • The largest Fidelity Hedged Equity ETF buyer in Q4 2024 was Delta Investment Management, an estimated $2.19M added.
  • The largest Fidelity Hedged Equity ETF seller in Q4 2024 was Fidelity Investments, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2024.