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Fidelity Hedged Equity ETF
FHEQ

Overview Fund Activity

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.

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

1
DIM
1
Delta Investment Management
California
$2.17M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.32M
3
Citadel Advisors
3
Citadel Advisors
Florida
$614K
4
SWM
4
Sugarloaf Wealth Management
Georgia
$1.32M
5
SS
5
Sunbelt Securities
Texas
$444K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$449M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$1.24M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$449M 16,364,418 -781,016 -5%
DIM
2
Delta Investment Management
California
$2.17M 78,969 +78,969 New
SWM
3
Sugarloaf Wealth Management
Georgia
$1.32M 48,224 +20,609 +75%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.32M 48,175 +38,422 +394%
MML Investors Services
5
MML Investors Services
Massachusetts
$1.24M 45,268 -470 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.24M 45,168 -452 -1%
AWM
7
AE Wealth Management
Kansas
$705K 25,689 +6,181 +32%
Citadel Advisors
8
Citadel Advisors
Florida
$614K 22,371 +22,371 New
SS
9
Sunbelt Securities
Texas
$444K 16,078 +16,078 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$422K 15,383 +896 +6%
EFP
11
Elser Financial Planning
Indiana
$260K 9,484 +9,484 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$76K 2,781 +1,615 +139%
RF
13
Roxbury Financial
New Jersey
$56.2K 2,000 +2,000 New
CFGS
14
Concourse Financial Group Securities
Alabama
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