Fidelity Hedged Equity ETFFHEQETF
13F holders, Q1 2025 (March 31)14holders +1
5new positions
3sold out
1famous investor
$26.38avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Fidelity Hedged Equity ETF (FHEQ) in their 13F filings, up 1 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were FMR LLC ($348.4M), Anson Capital, Inc. ($3.3M) and Commonwealth Equity Services, LLC ($2.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.5M |
| Exits | 3 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 310,751 shares bought and 3,314,448 shares sold, net −3,003,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| FMR LLC | 0.02% | Reduce -19.3% | 13,206,878 | $348.4M |
| Anson Capital, Inc. | 2.84% | New | 125,061 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +119.3% | 105,633 | $2.8M |
| Demars Financial Group, LLC | 0.63% | New | 56,671 | $1.5M |
| Peterson Wealth Advisors, LLC | 0.20% | New | 40,093 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +22.9% | 31,566 | $833K |
| Citadel Advisors | 0.00% | Add +2.2% | 22,864 | $603K |
| MML Investors Services, LLC | 0.00% | Reduce -57.2% | 19,369 | $511K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -57.5% | 19,218 | $507K |
| Old Mission Capital LLC | 0.01% | New | 16,837 | $444K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.3% | 16,119 | $425K |
| Breakwater Capital Group | 0.04% | New | 8,216 | $217K |
| Roxbury Financial LLC | 0.05% | Add +0.2% | 2,004 | $55K |
| Royal Bank of Canada | 0.00% | Reduce -44.0% | 1,558 | $41K |
"% of holder's portfolio" is FHEQ's weight in each manager's 13F, not the share of Fidelity Hedged Equity ETF the manager owns.