Fidelity Hedged Equity ETFFHEQETF
13F holders, Q3 2025 (September 30)28holders +8
13new positions
5sold out
$30.68avg. 13F price*
At the end of Q3 2025, 28 institutions reported holding Fidelity Hedged Equity ETF (FHEQ) in their 13F filings, up 8 from Q2 2025. 13 opened new positions and 5 sold out. The largest holders were FMR LLC ($405.6M), Envestnet Asset Management Inc. ($21.4M) and Stifel Financial Corp. ($11.3M).
- Company
- Fidelity Hedged Equity ETF
- CUSIP
- 31624J745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $45.5M |
| Exits | 5 | $2.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,770,062 shares bought and 114,122 shares sold, net +1,655,940 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| FMR LLC | 0.02% | Reduce -0.3% | 13,220,140 | $405.6M |
| Envestnet Asset Management Inc. | 0.01% | New | 698,057 | $21.4M |
| Stifel Financial Corp. | 0.01% | New | 368,080 | $11.3M |
| Truist Financial Corp. | 0.01% | New | 270,819 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +61.4% | 207,005 | $6.4M |
| Sunbelt Securities, Inc. | 0.28% | Add +710.9% | 130,371 | $4.0M |
| Anson Capital, Inc. | 2.91% | Add +1.9% | 126,376 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +21.0% | 116,526 | $3.6M |
| InTrack Investment Management Inc | 1.67% | Add +44.0% | 91,135 | $2.8M |
| Wealth Quarterback LLC | 0.84% | Add +46.9% | 71,002 | $2.2M |
| Demars Financial Group, LLC | 0.61% | Reduce -2.4% | 57,833 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +36.9% | 45,811 | $1.4M |
| Grant Private Wealth Management Inc | 0.84% | New | 44,315 | $1.4M |
| Peterson Wealth Advisors, LLC | 0.16% | Reduce -4.8% | 34,036 | $1.0M |
| CRA Financial Services, LLC | 0.11% | New | 26,050 | $799K |
| NewEdge Advisors, LLC | 0.00% | New | 21,757 | $668K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,135 | $434K |
| Mutual Advisors, LLC | 0.01% | New | 11,078 | $339K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +18.3% | 11,000 | $337K |
| Madison Wealth Partners, Inc | 0.06% | Add +45.6% | 10,248 | $314K |
| Jane Street Group, LLC | 0.00% | New | 9,612 | $295K |
| MML Investors Services, LLC | 0.00% | New | 8,585 | $263K |
| Cetera Investment Advisers | 0.00% | New | 7,444 | $228K |
| Breakwater Capital Group | 0.03% | Add +1.1% | 7,384 | $227K |
| Royal Bank of Canada | 0.00% | Add +27.5% | 7,161 | $220K |
| Roxbury Financial LLC | 0.17% | Add +189.6% | 6,107 | $187K |
| Ameritas Advisory Services, LLC | 0.00% | New | 876 | $27K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 232 | $7K |
"% of holder's portfolio" is FHEQ's weight in each manager's 13F, not the share of Fidelity Hedged Equity ETF the manager owns.