Fidelity Hedged Equity ETF
FHEQ
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.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
8.47% more ownership
Funds ownership: 98.09% → 106.56% (+8.5%)
8% more funds holding
Funds holding: 13 → 14 (+1)
9% less capital invested
Capital invested by funds: $459M → $416M (-$43.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFG
Demars Financial Group
Spokane Valley,
Washington
|
+$40.9M |
| 2 |
AC
Anson Capital
Tyrone,
Georgia
|
+$3.42M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.57M |
| 4 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$1.1M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$461K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$86.5M |
| 2 |
DIM
Delta Investment Management
San Francisco,
California
|
-$2.17M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$711K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$709K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$422K |
FHEQ Hedge Fund Activity: Q1 2025 in Review
14 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Hedged Equity ETF (FHEQ) for Q1 2025, worth a combined $416M — down 9.5% from $459M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FHEQ positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Demars Financial Group, opening a new position worth an estimated $40.9M. The largest seller was Fidelity Investments, cutting an estimated $86.5M.
- 14 institutional investors held Fidelity Hedged Equity ETF (FHEQ) as of Q1 2025, up from 13 in Q4 2024.
- Funds reported $416M of Fidelity Hedged Equity ETF stock for Q1 2025, down 9.5% quarter-over-quarter.
- 5 funds opened new Fidelity Hedged Equity ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
- The largest Fidelity Hedged Equity ETF buyer in Q1 2025 was Demars Financial Group, an estimated $40.9M added.
- The largest Fidelity Hedged Equity ETF seller in Q1 2025 was Fidelity Investments, an estimated $86.5M sold.
Based on aggregated 13F filings for Q1 2025.