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Fidelity Hedged Equity ETF
FHEQ

Overview Fund Activity

20 hedge funds and large institutions have $403M invested in Fidelity Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
5
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$2.77M
2
IIM
InTrack Investment Management
Vermont
+$1.82M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.46M
4
WQ
Wealth Quarterback
New Jersey
+$1.39M
5
Osaic Holdings
Osaic Holdings
Arizona
+$965K

Top Sellers

1
DFG
Demars Financial Group
Washington
-$41.4M
2
AWM
AE Wealth Management
Kansas
-$833K
3
Citadel Advisors
Citadel Advisors
Florida
-$603K
4
MML Investors Services
MML Investors Services
Massachusetts
-$511K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$382M +$1.46M +50,773 +0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.7M +$653K +22,649 +21%
AC
3
Anson Capital
Georgia
$3.57M -$31K -1,076 -0.9%
KAS
4
Kestra Advisory Services
Texas
$2.77M +$2.77M +96,287 New
IIM
5
InTrack Investment Management
Vermont
$1.82M +$1.82M +63,300 New
DFG
6
Demars Financial Group
Washington
$1.71M -$41.4M -1,435,605 -96%
WQ
7
Wealth Quarterback
New Jersey
$1.39M +$1.39M +48,331 New
PWA
8
Peterson Wealth Advisors
Utah
$1.03M -$125K -4,333 -11%
Osaic Holdings
9
Osaic Holdings
Arizona
$965K +$965K +33,476 New
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$787K +$787K +27,295 New
OMC
11
Old Mission Capital
Illinois
$766K +$281K +9,758 +58%
SS
12
Sunbelt Securities
Texas
$441K -$1.13K -41 -0.3%
DIM
13
Delta Investment Management
California
$293K +$293K +10,151 New
BRWA
14
B. Riley Wealth Advisors
Florida
$268K +$268K +9,300 New
Goldman Sachs
15
Goldman Sachs
New York
$232K +$232K +8,044 New
BCG
16
Breakwater Capital Group
New Jersey
$210K -$26.3K -914 -11%
MWP
17
Madison Wealth Partners
Wisconsin
$203K +$203K +7,038 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$162K +$117K +4,058 +260%
RF
19
Roxbury Financial
New Jersey
$60.8K +$3.03K +105 +5%
BFP
20
Briaud Financial Planning
Texas
$39K +$39K +1,361 New
AWM
21
AE Wealth Management
Kansas
– -$833K -31,566 Closed
Citadel Advisors
22
Citadel Advisors
Florida
– -$603K -22,864 Closed
MML Investors Services
23
MML Investors Services
Massachusetts
– -$511K -19,369 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
– -$507K -19,218 Closed