Fidelity Hedged Equity ETFFHEQETF
13F holders, Q1 2026 (March 31)55holders +8
15new positions
7sold out
1famous investor
$29.42avg. 13F price*
At the end of Q1 2026, 55 institutions reported holding Fidelity Hedged Equity ETF (FHEQ) in their 13F filings, up 8 from Q4 2025. 15 opened new positions and 7 sold out. The largest holders were FMR LLC ($493.1M), Keybank National Association ($50.8M) and Southern Financial Group, LLC ($31.3M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.2M |
| Exits | 7 | $5.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,307,989 shares bought and 247,343 shares sold, net +2,060,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| FMR LLC | 0.03% | Add +1.8% | 16,760,007 | $493.1M |
| Keybank National Association | 0.19% | Add +54.5% | 1,725,545 | $50.8M |
| Southern Financial Group, LLC | 8.73% | Add +1.4% | 1,062,764 | $31.3M |
| Stifel Financial Corp. | 0.01% | Add +43.3% | 502,660 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.6% | 468,864 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +26.9% | 465,101 | $13.7M |
| Cetera Investment Advisers | 0.01% | Add +605.9% | 424,412 | $12.5M |
| MML Investors Services, LLC | 0.03% | Add +5.5% | 413,399 | $12.2M |
| Great Valley Advisor Group, Inc. | 0.20% | Add +4.4% | 371,336 | $10.9M |
| Truist Financial Corp. | 0.01% | Reduce -11.4% | 241,668 | $7.1M |
| Sunbelt Securities, Inc. | 0.35% | Add +43.0% | 186,147 | $5.5M |
| Morgan Stanley | 0.00% | Add +35526.7% | 174,571 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.5% | 166,072 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Add +15.6% | 161,631 | $4.8M |
| Taylor Securities Services, Inc. | 2.14% | Add +24.1% | 155,963 | $4.6M |
| Aptus Capital Advisors, LLC | 0.04% | Add +0.3% | 151,964 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +69.0% | 144,808 | $4.3M |
| Wealth Quarterback LLC | 1.44% | Add +5.1% | 124,547 | $3.7M |
| Anson Capital, Inc. | 2.51% | Add +4.4% | 124,500 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +45.0% | 121,483 | $3.6M |
| Cfo Capital Management LLC | 2.49% | Reduce -2.4% | 102,927 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +32.3% | 86,270 | $2.5M |
| OmniStar Financial Group, Inc. | 1.26% | New | 82,396 | $2.4M |
| InTrack Investment Management Inc | 1.14% | Reduce -1.0% | 67,958 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.0% | 44,954 | $1.3M |
| Demars Financial Group, LLC | 0.41% | Reduce -30.8% | 41,839 | $1.2M |
| Koshinski Asset Management, Inc. | 0.06% | Add +9.4% | 34,699 | $1.0M |
| Grant Private Wealth Management Inc | 0.54% | Reduce -10.0% | 34,550 | $1.0M |
| CRA Financial Services, LLC | 0.13% | Reduce -1.4% | 34,210 | $1.0M |
| Harbour Investments, Inc. | 0.01% | New | 31,847 | $937K |
| Brookstone Capital Management | 0.01% | Add +223.2% | 22,205 | $653K |
| Independent Financial Group, LLC | 0.01% | New | 21,953 | $646K |
| Peterson Wealth Advisors, LLC | 0.08% | Reduce -34.1% | 21,148 | $622K |
| Signature Wealth Management Partners, LLC | 0.30% | Add +157.8% | 20,530 | $604K |
| Global Trust Asset Management, LLC | 0.22% | Add +59.4% | 19,943 | $587K |
| Madison Wealth Partners, Inc | 0.09% | Add +18.6% | 18,588 | $547K |
| Summit Wealth Partners, LLC | 0.08% | Add +25.1% | 16,259 | $478K |
| Courier Capital LLC | 0.02% | No change | 11,818 | $348K |
| LPL Financial LLC | 0.00% | New | 11,127 | $327K |
| Mutual Advisors, LLC | 0.01% | Add +0.2% | 11,115 | $327K |
| Delta Investment Management, LLC | 0.06% | New | 11,053 | $325K |
| Lido Advisors, LLC | 0.00% | New | 10,570 | $311K |
| B. Riley Wealth Advisors, Inc. | 0.02% | No change | 10,000 | $289K |
| Elser Financial Planning, Inc | 0.01% | New | 9,484 | $279K |
| Breakwater Capital Group | 0.04% | Add +5.9% | 8,931 | $263K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,711 | $256K |
| Royal Bank of Canada | 0.00% | New | 8,200 | $241K |
| Citadel Advisors | 0.00% | New | 7,977 | $235K |
| Roxbury Financial LLC | 0.18% | Add +0.2% | 6,966 | $205K |
| JPMorgan Chase & Co. | 0.00% | New | 5,151 | $149K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,693 | $50K |
| High Note Wealth, LLC | 0.01% | No change | 1,494 | $44K |
| Holos Integrated Wealth LLC | 0.00% | New | 76 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 31 | $912 |
| Spire Wealth Management | 0.00% | New | 24 | $706 |
"% of holder's portfolio" is FHEQ's weight in each manager's 13F, not the share of Fidelity Hedged Equity ETF the manager owns.