FHEQ
Fidelity Hedged Equity ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -11.9% · netto nieuwe posities -6.2% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $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 | Nieuw | $2,634 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Bank Of Montreal /Can/ | $108,669 | 0.0% |
| Northwestern Mutual Wealth… | $2,634 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $4.76M | was 0.0% |
| Goldman Sachs Group | $256,278 | was 0.0% |
| Citadel Advisors | $234,683 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.