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Fidelity Yield Enhanced Equity ETF
FYEE

40 hedge funds and large institutions have $95M invested in Fidelity Yield Enhanced Equity ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

94% more capital invested

Capital invested by funds: $49.1M → $95M (+$45.9M)

90% more funds holding

Funds holding: 21 → 40 (+19)

8.02% less ownership

Funds ownership: 83.36% → 75.34% (-8%)

Holders
40
Holders Change
+19
Holders Change %
+90.48%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
13
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.7M
2
CIA
Concurrent Investment Advisors
Florida
+$6.68M
3
BFG
Bleakley Financial Group
New Jersey
+$5.1M
4
TGAM
TBH Global Asset Management
Tennessee
+$4.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.07M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.17M
2
OMC
Old Mission Capital
Illinois
-$729K
3
Jane Street
Jane Street
New York
-$507K
4
JP Morgan Chase
JP Morgan Chase
New York
-$368K
5
UBS Group
UBS Group
Switzerland
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$403K +$137K +4,790 +52%
SWP
27
Summit Wealth Partners
Florida
$399K +$396K +13,900 New
GTAM
28
Global Trust Asset Management
Florida
$365K +$363K +12,724 New
LPL Financial
29
LPL Financial
California
$322K +$320K +11,239 New
JWCA
30
J.W. Cole Advisors
Florida
$296K +$346K +12,133 New
PCM
31
Parsons Capital Management
Rhode Island
$282K +$281K +9,844 New
RPGNY
32
Retirement Planning Group (New York)
New York
$244K -$1.2K -42 -0.5%
KAS
33
Kestra Advisory Services
Texas
$160K +$159K +5,594 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$147K +$147K +5,141 New
AF
35
Advisornet Financial
Minnesota
$126K +$125K +4,400 New
SS
36
Sunbelt Securities
Texas
$65.6K +$57K +2,000 +697%
RF
37
Roxbury Financial
New Jersey
$46.6K +$32.1K +1,126 +225%
Osaic Holdings
38
Osaic Holdings
Arizona
$37.1K +$570 +20 +2%
FHA
39
Flagship Harbor Advisors
Massachusetts
$14.5K +$14.4K +506 New
WIM
40
Westside Investment Management
California
$5.74K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$14 -$368K -12,919 Closed
OMC
42
Old Mission Capital
Illinois
– -$729K -26,008 Closed
Jane Street
43
Jane Street
New York
– -$507K -18,083 Closed
UBS Group
44
UBS Group
Switzerland
– -$112K -3,992 Closed
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