FHEQ
Fidelity Hedged Equity ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +21.1% ·
net new positions +7.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 16.47M | +24.6% | $509.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Envestnet Asset Management Inc | 398.72K | n/a | $12.32M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 392.03K | n/a | $12.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 366.48K | n/a | $11.33M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Stifel Financial Corp | 350.70K | n/a | $10.84M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Truist Financial Corp | 272.76K | n/a | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 139.84K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 85.70K | n/a | $2.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 65.19K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 60.12K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 20.45K | n/a | $632,264 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 1.65K | n/a | $50,847 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 490 | New | $15,146 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $15,146 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 23.71M shares, $696.11M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.