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Fidelity Yield Enhanced Equity ETF

43 hedge funds and large institutions have $84.4M invested in Fidelity Yield Enhanced Equity ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.2M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.1M
ARG
3
Advisory Resource Group
Oklahoma
$7.69M
CIA
4
Concurrent Investment Advisors
Florida
$6.41M
SAG
5
Sentinel Advisory Group
Wisconsin
$5M
BFG
6
Bleakley Financial Group
New Jersey
$4.97M
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.57M
KPWS
8
Kestra Private Wealth Services
Texas
$3.72M
TGAM
9
TBH Global Asset Management
Tennessee
$2.83M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.65M
ACA
11
Aptus Capital Advisors
Alabama
$2.15M
NA
12
NewEdge Advisors
Louisiana
$2.01M
LPL Financial
13
LPL Financial
California
$1.42M
WE
14
Wealth Effects
Massachusetts
$1.39M
RC
15
Resolute Capital
South Carolina
$1.2M
Jane Street
16
Jane Street
New York
$975K
KIA
17
Kraematon Investment Advisors
Massachusetts
$954K
TCM
18
Traynor Capital Management
Pennsylvania
$833K
SWM
19
Spire Wealth Management
Virginia
$639K
GTAM
20
Global Trust Asset Management
Florida
$576K
NFSG
21
Newbridge Financial Services Group
Florida
$557K
SAI
22
Savvy Advisors Inc
New York
$540K
JWCA
23
J.W. Cole Advisors
Florida
$502K
SWP
24
Summit Wealth Partners
Florida
$471K
HZ
25
Hixon Zuercher
Ohio
$463K