FHEQ
Fidelity Hedged Equity ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +6.8% ·
netto nieuwe posities +20.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $327,356 | 0.0% | New | 1 | SEC ↗ |
| 13 | Lido Advisors, LLC | 10.57K | Nieuw | $310,973 | 0.0% | New | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 8.71K | Nieuw | $256,278 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 8.20K | Nieuw | $241,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 7.98K | Nieuw | $234,683 | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 5.15K | Nieuw | $148,976 | 0.0% | New | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| 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% |
Verlaten
| Jane Street Group, Llc | $632,264 | was 0.0% |
| Bank Of America Corp /De/ | $50,847 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 53 houders, 23.71M aandelen, $696.11M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.