FHEQ
Fidelity Hedged Equity ETF · Financial Services · Asset Management
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -11.9% · neue Nettopositionen -6.2% · Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 13.94M | -16.8% | $459.12M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 2 | Cetera Investment Advisers | 1.05M | +148.4% | $34.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 482.67K | +16.8% | $15.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 461.13K | -1.6% | $15.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 415.20K | -10.7% | $13.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Stifel Financial Corp | 362.17K | -27.9% | $11.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Truist Financial Corp | 223.54K | -7.5% | $7.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 157.65K | +8.9% | $5.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 154.57K | +1289.2% | $5.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 99.74K | +15.6% | $3.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 7.94K | -3.2% | $261,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Lido Advisors, LLC | 6.56K | -37.9% | $216,114 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 5.99K | +16.4% | $196,397 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 3.30K | Neu | $108,669 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 490 | -99.7% | $16,136 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 80 | Neu | $2,634 | 0.0% | New | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Bank Of Montreal /Can/ | $108,669 | 0.0% |
| Northwestern Mutual Wealth… | $2,634 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $4.76M | war 0.0% |
| Goldman Sachs Group | $256,278 | war 0.0% |
| Citadel Advisors | $234,683 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 53 Inhaber, 23.71M Anteile, $696.11M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.