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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

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: 2140 (+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
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 +$10.7M +375,458 +687%
Goldman Sachs
3
Goldman Sachs
New York
$8.28M -$3.17M -111,234 -28%
ARG
4
Advisory Resource Group
Oklahoma
$7.89M +$90.1K +3,161 +1%
CIA
5
Concurrent Investment Advisors
Florida
$6.72M +$6.68M +234,336 New
TGAM
6
TBH Global Asset Management
Tennessee
$6.32M +$4.13M +144,990 +192%
BFG
7
Bleakley Financial Group
New Jersey
$5.13M +$5.1M +178,814 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.09M +$3.07M +107,794 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.78M +$2.77M +97,074 New
KIM
10
Kestra Investment Management
Texas
$2.65M +$2.64M +92,480 New
NA
11
NewEdge Advisors
Louisiana
$2.14M +$504K +17,698 +31%
ACA
12
Aptus Capital Advisors
Alabama
$1.99M +$1.98M +69,542 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.74M +$708K +24,847 +69%
PPW
14
Pasadena Private Wealth
California
$1.17M +$1.17M +40,945 New
RC
15
Resolute Capital
South Carolina
$1.12M +$1.11M +38,967 New
WE
16
Wealth Effects
Massachusetts
$1.09M +$1.08M +37,980 New
KPWS
17
Kestra Private Wealth Services
Texas
$1.09M +$1.08M +37,910 New
HG
18
Herbst Group
Connecticut
$938K +$932K +32,705 New
KIA
19
Kraematon Investment Advisors
Massachusetts
$885K +$880K +30,871 New
TCM
20
Traynor Capital Management
Pennsylvania
$856K +$453K +15,904 +114%
AI
21
Atria Investments
North Carolina
$784K +$368K +12,929 +90%
SWM
22
Spire Wealth Management
Virginia
$627K +$511K +17,924 +457%
SAI
23
Savvy Advisors Inc
New York
$500K +$496K +17,420 New
NFSG
24
Newbridge Financial Services Group
Florida
$446K +$257K +9,007 +137%
Citadel Advisors
25
Citadel Advisors
Florida
$416K +$413K +14,508 New