Fidelity Hedged Equity ETFFHEQETF
13F holders, Q4 2024 (December 31)13holders +5
4new positions
0sold out
1famous investor
$27.46avg. 13F price*
At the end of Q4 2024, 13 institutions reported holding Fidelity Hedged Equity ETF (FHEQ) in their 13F filings, up 5 from Q3 2024. 4 opened new positions and 0 sold out. The largest holders were FMR LLC ($449.3M), Delta Investment Management, LLC ($2.2M) and Sugarloaf Wealth Management, LLC ($1.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Hedged Equity ETF
- CUSIP
- 31624J745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.5M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 194,625 shares bought and 781,938 shares sold, net −587,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| FMR LLC | 0.03% | Reduce -4.6% | 16,364,418 | $449.3M |
| Delta Investment Management, LLC | 0.42% | New | 78,969 | $2.2M |
| Sugarloaf Wealth Management, LLC | 0.25% | Add +74.6% | 48,224 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +393.9% | 48,175 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -1.0% | 45,268 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 45,168 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +31.7% | 25,689 | $705K |
| Citadel Advisors | 0.00% | New | 22,371 | $614K |
| Sunbelt Securities, Inc. | 0.04% | New | 16,078 | $444K |
| Susquehanna International Group, LLP | 0.00% | Add +6.2% | 15,383 | $422K |
| Elser Financial Planning, Inc | 0.02% | New | 9,484 | $260K |
| Royal Bank of Canada | 0.00% | Add +138.5% | 2,781 | $76K |
| Roxbury Financial LLC | 0.05% | — | 2,000 | $56K |
"% of holder's portfolio" is FHEQ's weight in each manager's 13F, not the share of Fidelity Hedged Equity ETF the manager owns.