Fidelity Hedged Equity ETF
FHEQ
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, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
43% more funds holding
Funds holding: 14 → 20 (+6)
12% more capital invested
Capital invested by funds: $361M → $403M (+$41.9M)
18.39% less ownership
Funds ownership: 96.42% → 78.03% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.61M |
| 2 |
IIM
InTrack Investment Management
South Burlington,
Vermont
|
+$1.72M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.38M |
| 4 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
+$1.31M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$908K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$833K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$603K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$511K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$507K |
| 5 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
-$117K |
FHEQ Hedge Fund Activity: Q2 2025 in Review
20 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in Fidelity Hedged Equity ETF (FHEQ) for Q2 2025, worth a combined $403M — up 12% from $361M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FHEQ positions and 4 closed out — a net gain of 6 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $2.61M. The largest seller was AE Wealth Management, exiting entirely with an estimated $833K sold.
- 20 institutional investors held Fidelity Hedged Equity ETF (FHEQ) as of Q2 2025, up from 14 in Q1 2025.
- Funds reported $403M of Fidelity Hedged Equity ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 10 funds opened new Fidelity Hedged Equity ETF positions in Q2 2025 and 4 closed out, a net change of +6 holders.
- The largest Fidelity Hedged Equity ETF buyer in Q2 2025 was Kestra Advisory Services, an estimated $2.61M added.
- The largest Fidelity Hedged Equity ETF seller in Q2 2025 was AE Wealth Management, an estimated $833K sold.
Based on aggregated 13F filings for Q2 2025.