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Fidelity Hedged Equity ETF

55 hedge funds and large institutions have $729M invested in Fidelity Hedged Equity ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 7

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

17% more funds holding

Funds holding: 4755 (+8)

4% more capital invested

Capital invested by funds: $702M → $729M (+$26.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.15% less ownership

Funds ownership: 91.59%89.44% (-2.1%)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
30
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$493M +$8.86M +289,323 +2%
KeyBank National Association
2
KeyBank National Association
Ohio
$50.8M +$18.6M +609,071 +55%
SFG
3
Southern Financial Group
Alabama
$31.3M +$449K +14,677 +1%
Stifel Financial
4
Stifel Financial
Missouri
$14.8M +$4.65M +151,962 +43%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.8M +$2.15M +70,140 +18%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.7M +$3.02M +98,617 +27%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$12.5M +$11.2M +364,292 +606%
MML Investors Services
8
MML Investors Services
Massachusetts
$12.2M +$654K +21,368 +5%
GVAG
9
Great Valley Advisor Group
Delaware
$10.9M +$480K +15,686 +4%
Truist Financial
10
Truist Financial
North Carolina
$7.11M -$952K -31,093 -11%
SS
11
Sunbelt Securities
Texas
$5.48M +$1.71M +55,996 +43%
Morgan Stanley
12
Morgan Stanley
New York
$5.14M +$5.33M +174,081 +35,527%
KAS
13
Kestra Advisory Services
Texas
$4.89M +$73.9K +2,414 +1%
HighTower Advisors
14
HighTower Advisors
Illinois
$4.76M +$667K +21,788 +16%
TSS
15
Taylor Securities Services
Pennsylvania
$4.59M +$929K +30,331 +24%
ACA
16
Aptus Capital Advisors
Alabama
$4.47M +$13.4K +439 +0.3%
Raymond James Financial
17
Raymond James Financial
Florida
$4.26M +$1.81M +59,109 +69%
WQ
18
Wealth Quarterback
New Jersey
$3.66M +$185K +6,036 +5%
AC
19
Anson Capital
Georgia
$3.66M +$160K +5,228 +4%
PCIA
20
Prime Capital Investment Advisors
Kansas
$3.57M +$1.15M +37,721 +45%
CCM
21
CFO Capital Management
Connecticut
$3.03M -$78.2K -2,553 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.54M +$645K +21,078 +32%
OFG
23
OmniStar Financial Group
North Carolina
$2.42M +$2.52M +82,396 New
IIM
24
InTrack Investment Management
Vermont
$2M -$21.1K -688 -1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.32M +$102K +3,332 +8%

FHEQ Hedge Fund Activity: Q1 2026 in Review

55 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidelity Hedged Equity ETF (FHEQ) for Q1 2026, worth a combined $729M — up 3.8% from $702M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FHEQ positions and 7 closed out — a net gain of 8 holders — while 30 added to existing stakes and 7 trimmed.

The largest buyer was KeyBank National Association, adding an estimated $18.6M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $3.12M sold.

  • 55 institutional investors held Fidelity Hedged Equity ETF (FHEQ) as of Q1 2026, up from 47 in Q4 2025.
  • Funds reported $729M of Fidelity Hedged Equity ETF stock for Q1 2026, up 3.8% quarter-over-quarter.
  • 15 funds opened new Fidelity Hedged Equity ETF positions in Q1 2026 and 7 closed out, a net change of +8 holders.
  • The largest Fidelity Hedged Equity ETF buyer in Q1 2026 was KeyBank National Association, an estimated $18.6M added.
  • The largest Fidelity Hedged Equity ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2026.