Fidelity Hedged Equity ETFFHEQETF
13F holders, Q2 2025 (June 30)20holders +6
10new positions
4sold out
$28.82avg. 13F price*
At the end of Q2 2025, 20 institutions reported holding Fidelity Hedged Equity ETF (FHEQ) in their 13F filings, up 6 from Q1 2025. 10 opened new positions and 4 sold out. The largest holders were FMR LLC ($382.1M), Commonwealth Equity Services, LLC ($3.7M) and Anson Capital, Inc. ($3.6M).
- Company
- Fidelity Hedged Equity ETF
- CUSIP
- 31624J745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $8.8M |
| Exits | 4 | $2.5M |
All 13F filers, Q1 2025 → Q2 2025: 394,529 shares bought and 99,381 shares sold, net +295,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| FMR LLC | 0.02% | Add +0.4% | 13,257,651 | $382.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.4% | 128,282 | $3.7M |
| Anson Capital, Inc. | 2.88% | Reduce -0.9% | 123,985 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | New | 96,287 | $2.8M |
| InTrack Investment Management Inc | 1.23% | New | 63,300 | $1.8M |
| Demars Financial Group, LLC | 0.66% | Add +4.6% | 59,274 | $1.7M |
| Wealth Quarterback LLC | 0.66% | New | 48,331 | $1.4M |
| Peterson Wealth Advisors, LLC | 0.17% | Reduce -10.8% | 35,760 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | New | 33,476 | $965K |
| Thrivent Financial for Lutherans | 0.00% | New | 27,295 | $787K |
| Old Mission Capital LLC | 0.02% | Add +58.0% | 26,595 | $766K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -0.3% | 16,078 | $441K |
| Delta Investment Management, LLC | 0.06% | New | 10,151 | $293K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 9,300 | $268K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,044 | $232K |
| Breakwater Capital Group | 0.03% | Reduce -11.1% | 7,302 | $210K |
| Madison Wealth Partners, Inc | 0.04% | New | 7,038 | $203K |
| Royal Bank of Canada | 0.00% | Add +260.5% | 5,616 | $162K |
| Roxbury Financial LLC | 0.06% | Add +5.2% | 2,109 | $61K |
| Briaud Financial Planning Inc | 0.02% | New | 1,361 | $39K |
"% of holder's portfolio" is FHEQ's weight in each manager's 13F, not the share of Fidelity Hedged Equity ETF the manager owns.