Who owns FHEQ?
Fidelity Hedged Equity ETF · Fidelity
60 institutions reported holding FHEQ, worth $785.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FHEQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| FMR LLC | Boston, MA | $459.1M | 13,942,392 | −2,817,615 shares |
| Keybank National Association | Brooklyn, OH | $62.6M | 1,899,530 | +173,985 shares |
| Southern Financial Group, LLC | Birmingham, AL | $35.2M | 1,068,694 | New position |
| Cetera Investment Advisers | Schaumburg, IL | $34.7M | 1,054,378 | +629,966 shares |
| CGC Financial Services, LLC | Lake Oswego, OR | $29.1M | 882,395 | New position |
| Great Valley Advisor Group, Inc. | Wilmington, DE | $24.6M | 745,968 | +374,632 shares |
| MML Investors Services, LLC | Springfield, MA | $15.9M | 482,669 | +69,270 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $15.2M | 461,134 | −7,730 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $13.7M | 415,196 | −49,905 shares |
| Stifel Financial Corp. | St. Louis, MO | $11.9M | 362,171 | −140,489 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FHEQ?
60 institutional managers reported holding FHEQ in Form 13F filings for June 30, 2026, worth $785.4M in total. The largest reported position was held by FMR LLC, at $459.1M.
Did institutions buy or sell FHEQ last quarter?
Reported 13F value rose 14.0% from March 31, 2026, which includes price moves as well as buying and selling. 15 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FHEQ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.