Fidelity Hedged Equity ETFFHEQETF
13F holders, Q2 2026 (June 30)59holders +4
13new positions
7sold out
$32.93avg. 13F price*
At the end of Q2 2026, 59 institutions reported holding Fidelity Hedged Equity ETF (FHEQ) in their 13F filings, up 4 from Q1 2026. 13 opened new positions and 7 sold out. The largest holders were FMR LLC ($459.1M), Keybank National Association ($62.6M) and Southern Financial Group, LLC ($35.2M).
- Company
- Fidelity Hedged Equity ETF
- CUSIP
- 31624J745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $34.9M |
| Exits | 7 | $6.1M |
All 13F filers, Q1 2026 → Q2 2026: 2,706,584 shares bought and 3,437,205 shares sold, net −730,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| FMR LLC | 0.02% | Reduce -16.8% | 13,942,392 | $459.1M |
| Keybank National Association | 0.21% | Add +10.1% | 1,899,530 | $62.6M |
| Southern Financial Group, LLC | 8.98% | Add +0.6% | 1,068,694 | $35.2M |
| Cetera Investment Advisers | 0.03% | Add +148.4% | 1,054,378 | $34.7M |
| CGC Financial Services, LLC | 6.53% | New | 882,395 | $29.1M |
| Great Valley Advisor Group, Inc. | 0.39% | Add +100.9% | 745,968 | $24.6M |
| MML Investors Services, LLC | 0.03% | Add +16.8% | 482,669 | $15.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 461,134 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -10.7% | 415,196 | $13.7M |
| Stifel Financial Corp. | 0.01% | Reduce -27.9% | 362,171 | $11.9M |
| Truist Financial Corp. | 0.01% | Reduce -7.5% | 223,537 | $7.4M |
| HighTower Advisors, LLC | 0.01% | Add +24.2% | 200,795 | $6.6M |
| Taylor Securities Services, Inc. | 2.41% | Add +15.2% | 179,736 | $5.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.5% | 168,610 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Add +8.9% | 157,649 | $5.2M |
| LPL Financial LLC | 0.00% | Add +1289.2% | 154,574 | $5.1M |
| Aptus Capital Advisors, LLC | 0.04% | Add +1.5% | 154,258 | $5.1M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +24.1% | 150,778 | $5.0M |
| Anson Capital, Inc. | 2.64% | Reduce -1.0% | 123,211 | $4.1M |
| Osaic Holdings, Inc. | 0.00% | Add +15.6% | 99,737 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +113.6% | 96,012 | $3.2M |
| OmniStar Financial Group, Inc. | 1.32% | Add +5.4% | 86,816 | $2.9M |
| Moneco Advisors, LLC | 0.14% | New | 70,041 | $2.3M |
| InTrack Investment Management Inc | 0.96% | Reduce -13.4% | 58,874 | $1.9M |
| Summit Wealth Partners, LLC | 0.27% | Add +259.5% | 58,449 | $1.9M |
| Global Trust Asset Management, LLC | 0.37% | Add +79.7% | 35,834 | $1.2M |
| Koshinski Asset Management, Inc. | 0.06% | No change | 34,699 | $1.1M |
| CRA Financial Services, LLC | 0.12% | Reduce -4.5% | 32,660 | $1.1M |
| Harbour Investments, Inc. | 0.01% | Add +2.0% | 32,479 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 30,552 | $1.0M |
| Grant Private Wealth Management Inc | 0.41% | Reduce -15.1% | 29,350 | $966K |
| Signature Wealth Management Partners, LLC | 0.41% | Add +30.8% | 26,857 | $884K |
| Brookstone Capital Management | 0.01% | Add +7.6% | 23,898 | $787K |
| Ameritas Advisory Services, LLC | 0.02% | New | 23,183 | $763K |
| Madison Wealth Partners, Inc | 0.09% | Add +12.6% | 20,935 | $689K |
| Peterson Wealth Advisors, LLC | 0.08% | Reduce -2.9% | 20,545 | $677K |
| Fifth Third Securities, Inc. | 0.03% | New | 15,502 | $510K |
| Courier Capital LLC | 0.02% | No change | 11,818 | $389K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 11,129 | $366K |
| Delta Investment Management, LLC | 0.06% | Add +0.1% | 11,064 | $364K |
| B. Riley Wealth Advisors, Inc. | 0.02% | No change | 10,000 | $328K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 9,693 | $319K |
| MBL Wealth, LLC | 0.02% | New | 9,575 | $315K |
| Elser Financial Planning, Inc | 0.01% | No change | 9,484 | $312K |
| Breakwater Capital Group | 0.03% | Reduce -7.9% | 8,226 | $271K |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 7,937 | $261K |
| Adamsbrown Wealth Consultants LLC | 0.05% | New | 7,410 | $244K |
| Portfolio Strategies, Inc. | 0.02% | New | 7,272 | $239K |
| Roxbury Financial LLC | 0.18% | Add +1.1% | 7,046 | $232K |
| Lido Advisors, LLC | 0.00% | Reduce -37.9% | 6,562 | $216K |
| JPMorgan Chase & Co. | 0.00% | Add +16.4% | 5,993 | $196K |
| Bank of Montreal | 0.00% | New | 3,300 | $109K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +24.0% | 2,100 | $69K |
| NewEdge Advisors, LLC | 0.00% | New | 1,000 | $33K |
| Morgan Stanley | 0.00% | Reduce -99.7% | 490 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 80 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 76 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 67 | $2K |
| Spire Wealth Management | 0.00% | No change | 24 | $790 |
"% of holder's portfolio" is FHEQ's weight in each manager's 13F, not the share of Fidelity Hedged Equity ETF the manager owns.