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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +9,693 | — | 9,693 | $319.19K | Q2 2026 | Aug 18, 2026 |
| Old Mission Capital Llc | Buy | +30,552 | — | 30,552 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +23,183 | — | 23,183 | $763.40K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +13,467 | +15.6% | 99,737 | $3.28M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +12,841 | +8.9% | 157,649 | $5.19M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -263 | -3.2% | 7,937 | $261.00K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +67 | — | 67 | $2.21K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +14 | +0.1% | 11,129 | $366.47K | Q2 2026 | Aug 14, 2026 |
| Fmr Llc | Sell | -2,817,615 | -16.8% | 13,942,392 | $459.12M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -174,081 | -99.7% | 490 | $16.14K | Q2 2026 | Aug 13, 2026 |
| Taylor Securities Services, Inc. | Buy | +23,773 | +15.2% | 179,736 | $5.92M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +407 | +24.0% | 2,100 | $69.15K | Q2 2026 | Aug 13, 2026 |
| Delta Investment Management, Llc | Buy | +11 | +0.1% | 11,064 | $364.35K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +629,966 | +148.4% | 1,054,378 | $34.72M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -140,489 | -27.9% | 362,171 | $11.93M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +5,993 | — | 5,993 | $196.40K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +3,300 | — | 3,300 | $108.67K | Q2 2026 | Aug 12, 2026 |
| Madison Wealth Partners, Inc | Buy | +2,347 | +12.6% | 20,935 | $689.40K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +2,294 | +1.5% | 154,258 | $5.08M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +1,000 | — | 1,000 | $32.93K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +632 | +2.0% | 32,479 | $1.07M | Q2 2026 | Aug 12, 2026 |
| Moneco Advisors, Llc | Buy | +70,041 | — | 70,041 | $2.31M | Q2 2026 | Aug 11, 2026 |
| Peterson Wealth Advisors, Llc | Sell | -603 | -2.9% | 20,545 | $676.56K | Q2 2026 | Aug 11, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +374,632 | +100.9% | 745,968 | $24.57M | Q2 2026 | Aug 10, 2026 |
| Portfolio Strategies, Inc. | Buy | +7,272 | — | 7,272 | $239.47K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +143,447 | +1289.2% | 154,574 | $5.09M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +69,270 | +16.8% | 482,669 | $15.89M | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, Llc | Sell | -4,008 | -37.9% | 6,562 | $216.11K | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, Llc | Buy | +29,295 | +24.1% | 150,778 | $4.97M | Q2 2026 | Aug 05, 2026 |
| Summit Wealth Partners, Llc | Buy | +42,190 | +259.5% | 58,449 | $1.92M | Q2 2026 | Aug 03, 2026 |
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.