FHEQ
Fidelity Hedged Equity ETF · Financial Services · Asset Management
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +6.8% ·
nuevas posiciones netas +20.0%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 0 | 17.38M | $572.25M | +2 | −3 |
| Q1 2026 | 17 | +4 | 19.90M | $585.31M | +6 | −2 |
| Q4 2025 | 13 | +1 | 18.62M | $575.69M | +1 | n/a |
| Q3 2025 | 1 | 0 | 13.22M | $405.59M | n/a | n/a |
| Q2 2025 | 1 | -1 | 13.26M | $382.09M | n/a | −1 |
| Q1 2025 | 1 | 0 | 22.86K | $603,111 | n/a | n/a |
| Q4 2024 | 1 | +1 | 22.37K | $614,247 | +1 | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 16.76M | +1.8% | $493.08M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Stifel Financial Corp | 502.66K | +43.3% | $14.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 468.86K | +17.6% | $13.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 465.10K | +26.9% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 424.41K | +605.9% | $12.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 413.40K | +5.5% | $12.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 241.67K | -11.4% | $7.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 174.57K | +35526.7% | $5.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 161.63K | +15.6% | $4.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 144.81K | +69.0% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 86.27K | +32.3% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 11.13K | Nuevo | $327,356 | 0.0% | New | 1 | SEC ↗ |
| 13 | Lido Advisors, LLC | 10.57K | Nuevo | $310,973 | 0.0% | New | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 8.71K | Nuevo | $256,278 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 8.20K | Nuevo | $241,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 7.98K | Nuevo | $234,683 | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 5.15K | Nuevo | $148,976 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| LPL Financial LLC | $327,356 | 0.0% |
| Lido Advisors, LLC | $310,973 | 0.0% |
| Goldman Sachs Group | $256,278 | 0.0% |
| Royal Bank Of Canada | $241,000 | 0.0% |
| Citadel Advisors | $234,683 | 0.0% |
| JPMorgan Chase | $148,976 | 0.0% |
Posición cerrada
| Jane Street Group, Llc | $632,264 | era 0.0% |
| Bank Of America Corp /De/ | $50,847 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 53 tenedores, 23.71M acciones, $696.11M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.