Fidelity Hedged Equity ETFFHEQETF
13F holders, Q4 2025 (December 31)47holders +19
19new positions
3sold out
$30.91avg. 13F price*
At the end of Q4 2025, 47 institutions reported holding Fidelity Hedged Equity ETF (FHEQ) in their 13F filings, up 19 from Q3 2025. 19 opened new positions and 3 sold out. The largest holders were FMR LLC ($509.1M), Keybank National Association ($34.5M) and Southern Financial Group, LLC ($32.4M).
- Company
- Fidelity Hedged Equity ETF
- CUSIP
- 31624J745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $66.6M |
| Exits | 3 | $254K |
All 13F filers, Q3 2025 → Q4 2025: 6,174,763 shares bought and 363,644 shares sold, net +5,811,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| FMR LLC | 0.03% | Add +24.6% | 16,470,684 | $509.1M |
| Keybank National Association | 0.12% | New | 1,116,474 | $34.5M |
| Southern Financial Group, LLC | 9.28% | — | 1,048,087 | $32.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -42.9% | 398,724 | $12.3M |
| MML Investors Services, LLC | 0.03% | Add +4466.5% | 392,031 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +77.0% | 366,484 | $11.3M |
| Great Valley Advisor Group, Inc. | 0.21% | New | 355,650 | $11.0M |
| Stifel Financial Corp. | 0.01% | Reduce -4.7% | 350,698 | $10.8M |
| Truist Financial Corp. | 0.01% | Add +0.7% | 272,761 | $8.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +40.5% | 163,658 | $5.1M |
| Aptus Capital Advisors, LLC | 0.04% | New | 151,525 | $4.7M |
| HighTower Advisors, LLC | 0.00% | New | 139,843 | $4.3M |
| Sunbelt Securities, Inc. | 0.27% | Reduce -0.2% | 130,151 | $4.0M |
| Taylor Securities Services, Inc. | 1.77% | — | 125,632 | $3.9M |
| Anson Capital, Inc. | 2.68% | Reduce -5.6% | 119,272 | $3.7M |
| Wealth Quarterback LLC | 1.32% | Add +66.9% | 118,511 | $3.7M |
| Cfo Capital Management LLC | 2.44% | — | 105,480 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | New | 100,900 | $3.1M |
| Raymond James Financial Inc. | 0.00% | New | 85,699 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.03% | New | 83,762 | $2.6M |
| InTrack Investment Management Inc | 1.19% | Reduce -24.7% | 68,646 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +42.3% | 65,192 | $2.0M |
| Demars Financial Group, LLC | 0.63% | Add +4.5% | 60,467 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +707.6% | 60,120 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +194.5% | 41,622 | $1.3M |
| Grant Private Wealth Management Inc | 0.72% | Reduce -13.3% | 38,400 | $1.2M |
| CRA Financial Services, LLC | 0.14% | Add +33.2% | 34,710 | $1.1M |
| Peterson Wealth Advisors, LLC | 0.13% | Reduce -5.7% | 32,104 | $992K |
| Koshinski Asset Management, Inc. | 0.06% | New | 31,730 | $981K |
| NewEdge Advisors, LLC | 0.00% | Add +9.3% | 23,788 | $735K |
| Jane Street Group, LLC | 0.00% | Add +112.8% | 20,455 | $632K |
| Old Mission Capital LLC | 0.02% | New | 19,267 | $596K |
| Madison Wealth Partners, Inc | 0.09% | Add +53.0% | 15,674 | $484K |
| Summit Wealth Partners, LLC | 0.07% | New | 13,000 | $402K |
| Global Trust Asset Management, LLC | 0.15% | New | 12,511 | $387K |
| Courier Capital LLC | 0.02% | New | 11,818 | $365K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 11,093 | $343K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -9.1% | 10,000 | $309K |
| Tepp RIA, LLC | 0.30% | New | 9,820 | $304K |
| Breakwater Capital Group | 0.04% | Add +14.2% | 8,434 | $261K |
| Signature Wealth Management Partners, LLC | 0.12% | New | 7,963 | $246K |
| Roxbury Financial LLC | 0.19% | Add +13.9% | 6,954 | $215K |
| Brookstone Capital Management | 0.00% | New | 6,870 | $212K |
| Laurel Wealth Advisors LLC | 0.01% | New | 3,200 | $99K |
| Bank of America Corp. | 0.00% | New | 1,645 | $51K |
| High Note Wealth, LLC | 0.01% | New | 1,494 | $46K |
| Morgan Stanley | 0.00% | New | 490 | $15K |
"% of holder's portfolio" is FHEQ's weight in each manager's 13F, not the share of Fidelity Hedged Equity ETF the manager owns.