Fidelity Hedged Equity ETFFHEQETF
13F holders, Q3 2024 (September 30)8holders +4
5new positions
1sold out
$27.04avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding Fidelity Hedged Equity ETF (FHEQ) in their 13F filings, up 4 from Q2 2024. 5 opened new positions and 1 sold out. The largest holders were FMR LLC ($463.7M), MML Investors Services, LLC ($1.2M) and Envestnet Asset Management Inc. ($1.2M).
- Company
- Fidelity Hedged Equity ETF
- CUSIP
- 31624J745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.0M |
| Exits | 1 | $1K |
All 13F filers, Q2 2024 → Q3 2024: 129,579 shares bought and 555,502 shares sold, net −425,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| FMR LLC | 0.03% | Reduce -3.1% | 17,145,434 | $463.7M |
| MML Investors Services, LLC | 0.00% | Add +166.3% | 45,738 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +166.3% | 45,620 | $1.2M |
| Sugarloaf Wealth Management, LLC | 0.13% | New | 27,615 | $747K |
| AE Wealth Management LLC | 0.00% | New | 19,508 | $528K |
| Susquehanna International Group, LLP | 0.00% | New | 14,487 | $392K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,753 | $264K |
| Royal Bank of Canada | 0.00% | New | 1,166 | $32K |
"% of holder's portfolio" is FHEQ's weight in each manager's 13F, not the share of Fidelity Hedged Equity ETF the manager owns.