FIDELITY HEDGED EQUITY ETF FHEQ
$33.04
+0.1% 52w: $27.74 – $33.69
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data27.7430.7133.69
Jun 20, 2025 Jul 2, 2026
Institutional holders
55
+8 QoQ
13F value
$728.8M
+3.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FHEQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 16.8M | $493.1M | 0.0% | +1.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 1.7M | $50.8M | 0.2% | +54.6% |
| Southern Financial Group, LLC | Wealth advisor | 1.1M | $31.3M | 8.7% | +1.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 502.7K | $14.8M | 0.0% | +43.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 468.9K | $13.8M | 0.0% | +17.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 465.1K | $13.7M | 0.0% | +26.9% |
| Cetera Investment Advisers | Wealth advisor | 424.4K | $12.5M | 0.0% | +605.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 413.4K | $12.2M | 0.0% | +5.5% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 371.3K | $10.9M | 0.2% | +4.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 241.7K | $7.1M | 0.0% | -11.4% |
| Sunbelt Securities, Inc. | Diversified mechanical | 186.1K | $5.5M | 0.3% | +43.0% |
| MORGAN STANLEY | Bank broker | 174.6K | $5.1M | 0.0% | +35526.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 166.1K | $4.9M | 0.0% | +1.5% |
| HighTower Advisors, LLC | Diversified mechanical | 161.6K | $4.8M | 0.0% | +15.6% |
| Taylor Securities Services, Inc. | Wealth advisor | 156.0K | $4.6M | 2.1% | +24.1% |
| Aptus Capital Advisors, LLC | Wealth advisor | 152.0K | $4.5M | 0.0% | +0.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 144.8K | $4.3M | 0.0% | +69.0% |
| Wealth Quarterback LLC | Wealth advisor | 124.5K | $3.7M | 1.4% | +5.1% |
| Anson Capital, Inc. | Wealth advisor | 124.5K | $3.7M | 2.5% | +4.4% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 121.5K | $3.6M | 0.0% | +45.0% |
| CFO CAPITAL MANAGEMENT LLC | Other | 102.9K | $3.0M | 2.5% | -2.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 86.3K | $2.5M | 0.0% | +32.3% |
| OmniStar Financial Group, Inc. | Other | 82.4K | $2.4M | 1.3% | New |
| InTrack Investment Management Inc | Other | 68.0K | $2.0M | 1.1% | -1.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 45.0K | $1.3M | 0.0% | +8.0% |
| Demars Financial Group, LLC | Wealth advisor | 41.8K | $1.2M | 0.4% | -30.8% |
| Koshinski Asset Management, Inc. | Wealth advisor | 34.7K | $1.0M | 0.1% | +9.4% |
| Grant Private Wealth Management Inc ★2 | Fundamental diversified | 34.5K | $1.0M | 0.5% | -10.0% |
| CRA Financial Services, LLC | Wealth advisor | 34.2K | $1.0M | 0.1% | -1.4% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 31.8K | $937K | 0.0% | New |
| Brookstone Capital Management | Wealth advisor | 22.2K | $653K | 0.0% | +223.2% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 22.0K | $646K | 0.0% | New |
| Peterson Wealth Advisors, LLC | Wealth advisor | 21.1K | $622K | 0.1% | -34.1% |
| Signature Wealth Management Partners, LLC | Wealth advisor | 20.5K | $604K | 0.3% | +157.8% |
| Global Trust Asset Management, LLC | Other | 19.9K | $587K | 0.2% | +59.4% |
| Madison Wealth Partners, Inc | Wealth advisor | 18.6K | $547K | 0.1% | +18.6% |
| Summit Wealth Partners, LLC | Wealth advisor | 16.3K | $478K | 0.1% | +25.1% |
| COURIER CAPITAL LLC | Wealth advisor | 11.8K | $348K | 0.0% | Held |
| LPL Financial LLC | Bank broker | 11.1K | $327K | 0.0% | New |
| Mutual Advisors, LLC | Wealth advisor | 11.1K | $327K | 0.0% | +0.2% |
| Delta Investment Management, LLC | Wealth advisor | 11.1K | $325K | 0.1% | New |
| Lido Advisors, LLC | Wealth advisor | 10.6K | $311K | 0.0% | New |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 10.0K | $289K | 0.0% | Held |
| Elser Financial Planning, Inc | Other | 9.5K | $279K | 0.0% | New |
| Breakwater Capital Group | Wealth advisor | 8.9K | $263K | 0.0% | +5.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 8.7K | $256K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 8.2K | $241K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 8.0K | $235K | 0.0% | New |
| Roxbury Financial LLC | Other | 7.0K | $205K | 0.2% | +0.2% |
| JPMORGAN CHASE & CO | Bank broker | 5.2K | $149K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.