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Fidelity Yield Enhanced Equity ETF
FYEE

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

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

8% more funds holding

Funds holding: 40 → 43 (+3)

11% less capital invested

Capital invested by funds: $95M → $84.4M (-$10.6M)

16.6% less ownership

Funds ownership: 75.34% → 58.74% (-17%)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KPWS
Kestra Private Wealth Services
Texas
+$2.84M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.04M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.53M
4
LPL Financial
LPL Financial
California
+$1.18M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.06M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$8.28M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.04M
3
TGAM
TBH Global Asset Management
Tennessee
-$3.32M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.74M
5
KIM
Kestra Investment Management
Texas
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.2M -$5.04M -175,963 -24%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.1M +$1.53M +53,443 +12%
ARG
3
Advisory Resource Group
Oklahoma
$7.69M +$235K +8,203 +3%
CIA
4
Concurrent Investment Advisors
Florida
$6.41M +$55.7K +1,946 +0.8%
SAG
5
Sentinel Advisory Group
Wisconsin
$5M +$5.28M +184,349 New
BFG
6
Bleakley Financial Group
New Jersey
$4.97M +$121K +4,212 +2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.57M +$2.04M +71,209 +73%
KPWS
8
Kestra Private Wealth Services
Texas
$3.72M +$2.84M +99,169 +262%
TGAM
9
TBH Global Asset Management
Tennessee
$2.83M -$3.32M -116,116 -53%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.65M +$1.06M +37,124 +61%
ACA
11
Aptus Capital Advisors
Alabama
$2.15M +$281K +9,811 +14%
NA
12
NewEdge Advisors
Louisiana
$2.01M -$11.7K -410 -0.5%
LPL Financial
13
LPL Financial
California
$1.42M +$1.18M +41,190 +366%
WE
14
Wealth Effects
Massachusetts
$1.39M +$383K +13,390 +35%
RC
15
Resolute Capital
South Carolina
$1.2M +$155K +5,411 +14%
Jane Street
16
Jane Street
New York
$975K +$1.03M +35,927 New
KIA
17
Kraematon Investment Advisors
Massachusetts
$954K +$123K +4,309 +14%
TCM
18
Traynor Capital Management
Pennsylvania
$833K +$49.3K +1,721 +6%
SWM
19
Spire Wealth Management
Virginia
$639K +$49.4K +1,724 +8%
GTAM
20
Global Trust Asset Management
Florida
$576K +$243K +8,497 +67%
NFSG
21
Newbridge Financial Services Group
Florida
$557K +$142K +4,972 +32%
SAI
22
Savvy Advisors Inc
New York
$540K +$71.6K +2,501 +14%
JWCA
23
J.W. Cole Advisors
Florida
$502K +$182K +6,357 +52%
SWP
24
Summit Wealth Partners
Florida
$471K +$98.6K +3,445 +25%
HZ
25
Hixon Zuercher
Ohio
$463K +$488K +17,050 New
1
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FYEE Hedge Fund Activity: Q1 2026 in Review

43 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Fidelity Yield Enhanced Equity ETF (FYEE) for Q1 2026, worth a combined $84.4M — down 11% from $95M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FYEE positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Kestra Private Wealth Services, adding an estimated $2.84M. The largest seller was Goldman Sachs, exiting entirely with an estimated $8.28M sold.

  • 43 institutional investors held Fidelity Yield Enhanced Equity ETF (FYEE) as of Q1 2026, up from 40 in Q4 2025.
  • Funds reported $84.4M of Fidelity Yield Enhanced Equity ETF stock for Q1 2026, down 11% quarter-over-quarter.
  • 11 funds opened new Fidelity Yield Enhanced Equity ETF positions in Q1 2026 and 8 closed out, a net change of +3 holders.
  • The largest Fidelity Yield Enhanced Equity ETF buyer in Q1 2026 was Kestra Private Wealth Services, an estimated $2.84M added.
  • The largest Fidelity Yield Enhanced Equity ETF seller in Q1 2026 was Goldman Sachs, an estimated $8.28M sold.

Based on aggregated 13F filings for Q1 2026.