FIDELITY HEDGED EQUITY ETF (FHEQ) Institutional Ownership Changes & 13F Activity

FIDELITY HEDGED EQUITY ETF (FHEQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fmr Llc, Cetera Investment Advisers, Great Valley Advisor Group, Inc., Morgan Stanley, and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+9,6939,693$319.19KQ2 2026Aug 18, 2026
Old Mission Capital LlcBuy+30,55230,552$1.01MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+23,18323,183$763.40KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+13,467+15.6%99,737$3.28MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+12,841+8.9%157,649$5.19MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-263-3.2%7,937$261.00KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+6767$2.21KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+14+0.1%11,129$366.47KQ2 2026Aug 14, 2026
Fmr LlcSell-2,817,615-16.8%13,942,392$459.12MQ2 2026Aug 13, 2026
Morgan StanleySell-174,081-99.7%490$16.14KQ2 2026Aug 13, 2026
Taylor Securities Services, Inc.Buy+23,773+15.2%179,736$5.92MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+407+24.0%2,100$69.15KQ2 2026Aug 13, 2026
Delta Investment Management, LlcBuy+11+0.1%11,064$364.35KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+629,966+148.4%1,054,378$34.72MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-140,489-27.9%362,171$11.93MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+5,9935,993$196.40KQ2 2026Aug 12, 2026
Bank Of MontrealBuy+3,3003,300$108.67KQ2 2026Aug 12, 2026
Madison Wealth Partners, IncBuy+2,347+12.6%20,935$689.40KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+2,294+1.5%154,258$5.08MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1,0001,000$32.93KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+632+2.0%32,479$1.07MQ2 2026Aug 12, 2026
Moneco Advisors, LlcBuy+70,04170,041$2.31MQ2 2026Aug 11, 2026
Peterson Wealth Advisors, LlcSell-603-2.9%20,545$676.56KQ2 2026Aug 11, 2026
Great Valley Advisor Group, Inc.Buy+374,632+100.9%745,968$24.57MQ2 2026Aug 10, 2026
Portfolio Strategies, Inc.Buy+7,2727,272$239.47KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+143,447+1289.2%154,574$5.09MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+69,270+16.8%482,669$15.89MQ2 2026Aug 07, 2026
Lido Advisors, LlcSell-4,008-37.9%6,562$216.11KQ2 2026Aug 07, 2026
Prime Capital Investment Advisors, LlcBuy+29,295+24.1%150,778$4.97MQ2 2026Aug 05, 2026
Summit Wealth Partners, LlcBuy+42,190+259.5%58,449$1.92MQ2 2026Aug 03, 2026
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Frequently asked questions about FHEQ activity

  • Which institutional owners are buying FHEQ?

    Institutional owners buying FHEQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FHEQ activity?

    "Buy" means an investor increased their reported position in FHEQ compared to the prior reporting period. This reflects growing exposure to FIDELITY HEDGED EQUITY ETF (FHEQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FHEQ increasing?

    Institutional interest in FHEQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.