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Fidelity Yield Enhanced Equity ETF

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
Holders
40
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
$21.1M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.3M
Goldman Sachs
3
Goldman Sachs
New York
$8.28M
ARG
4
Advisory Resource Group
Oklahoma
$7.89M
CIA
5
Concurrent Investment Advisors
Florida
$6.72M
TGAM
6
TBH Global Asset Management
Tennessee
$6.32M
BFG
7
Bleakley Financial Group
New Jersey
$5.13M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.09M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.78M
KIM
10
Kestra Investment Management
Texas
$2.65M
NA
11
NewEdge Advisors
Louisiana
$2.14M
ACA
12
Aptus Capital Advisors
Alabama
$1.99M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.74M
PPW
14
Pasadena Private Wealth
California
$1.17M
RC
15
Resolute Capital
South Carolina
$1.12M
WE
16
Wealth Effects
Massachusetts
$1.09M
KPWS
17
Kestra Private Wealth Services
Texas
$1.09M
HG
18
Herbst Group
Connecticut
$938K
KIA
19
Kraematon Investment Advisors
Massachusetts
$885K
TCM
20
Traynor Capital Management
Pennsylvania
$856K
AI
21
Atria Investments
North Carolina
$784K
SWM
22
Spire Wealth Management
Virginia
$627K
SAI
23
Savvy Advisors Inc
New York
$500K
NFSG
24
Newbridge Financial Services Group
Florida
$446K
Citadel Advisors
25
Citadel Advisors
Florida
$416K