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Fidelity Yield Enhanced Equity ETF

7 hedge funds and large institutions have $4.01M invested in Fidelity Yield Enhanced Equity ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

17% more funds holding

Funds holding: 67 (+1)

3% less capital invested

Capital invested by funds: $4.12M → $4.01M (-$111K)

26.87% less ownership

Funds ownership: 61.65%34.78% (-27%)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.53M -$1.34M -50,000 -45%
MFG
2
Mission Financial Group
Nevada
$991K +$977K +36,532 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$667K +$710K +26,542 New
KPWS
4
Kestra Private Wealth Services
Texas
$611K +$7.46K +279 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$167K +$112K +4,192 +170%
Osaic Holdings
6
Osaic Holdings
Arizona
$31.3K +$33.3K +1,243 New
SS
7
Sunbelt Securities
Texas
$5.86K +$1.31K +49 +27%
OMC
8
Old Mission Capital
Illinois
-$435K -16,262 Closed
UBS Group
9
UBS Group
Switzerland
-$4.78K -179 Closed

FYEE Hedge Fund Activity: Q1 2025 in Review

7 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity Yield Enhanced Equity ETF (FYEE) for Q1 2025, worth a combined $4.01M — down 2.7% from $4.12M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FYEE positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $710K. The largest seller was Fidelity Investments, cutting an estimated $1.34M.

  • 7 institutional investors held Fidelity Yield Enhanced Equity ETF (FYEE) as of Q1 2025, up from 6 in Q4 2024.
  • Funds reported $4.01M of Fidelity Yield Enhanced Equity ETF stock for Q1 2025, down 2.7% quarter-over-quarter.
  • 3 funds opened new Fidelity Yield Enhanced Equity ETF positions in Q1 2025 and 2 closed out, a net change of +1 holder.
  • The largest Fidelity Yield Enhanced Equity ETF buyer in Q1 2025 was Commonwealth Equity Services, an estimated $710K added.
  • The largest Fidelity Yield Enhanced Equity ETF seller in Q1 2025 was Fidelity Investments, an estimated $1.34M sold.

Based on aggregated 13F filings for Q1 2025.