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Fidelity Hedged Equity ETF
FHEQ

Overview Fund Activity

14 hedge funds and large institutions have $416M invested in Fidelity Hedged Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
5
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DFG
1
Demars Financial Group
Washington
$56.7M
2
AC
2
Anson Capital
Georgia
$3.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.79M
4
PWA
4
Peterson Wealth Advisors
Utah
$1.02M
5
OMC
5
Old Mission Capital
Illinois
$444K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$348M
2
DIM
2
Delta Investment Management
California
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$507K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$511K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$348M 13,206,878 -3,157,540 -19%
DFG
2
Demars Financial Group
Washington
$56.7M 1,494,879 +1,494,879 New
AC
3
Anson Capital
Georgia
$3.3M 125,061 +125,061 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.79M 105,633 +57,458 +119%
PWA
5
Peterson Wealth Advisors
Utah
$1.02M 40,093 +40,093 New
AWM
6
AE Wealth Management
Kansas
$833K 31,566 +5,877 +23%
Citadel Advisors
7
Citadel Advisors
Florida
$603K 22,864 +493 +2%
MML Investors Services
8
MML Investors Services
Massachusetts
$511K 19,369 -25,899 -57%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$507K 19,218 -25,950 -57%
OMC
10
Old Mission Capital
Illinois
$444K 16,837 +16,837 New
SS
11
Sunbelt Securities
Texas
$425K 16,119 +41 +0.3%
BCG
12
Breakwater Capital Group
New Jersey
$217K 8,216 +8,216 New
RF
13
Roxbury Financial
New Jersey
$55.1K 2,004 +4 +0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$41K 1,558 -1,223 -44%
DIM
15
Delta Investment Management
California
– – -78,969 Closed
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– – -15,383 Closed
EFP
17
Elser Financial Planning
Indiana
– – -9,484 Closed
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –